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ARK Innovation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
426
Consultiva Wealth Management
Puerto Rico
$80.4K +$3.71K +50 +4%
MWA
427
Merkkuri Wealth Advisors
New York
$75.4K +$82.8K +1,116 New
Barclays
428
Barclays
United Kingdom
$72.5K -$1.97M -26,586 -96%
GA
429
GoalVest Advisory
New York
$72.4K +$6.31K +85 +9%
HFM
430
Hartford Financial Management
Connecticut
$72.2K
CA
431
CoreCap Advisors
Michigan
$69.1K -$27.4K -370 -27%
GK
432
Graney & King
New York
$67.5K
PTC
433
Private Trust Company
Ohio
$67.2K -$14.8K -200 -17%
MA
434
Montag & Associates
Georgia
$66.3K -$148 -2 -0.2%
OWA
435
Opal Wealth Advisors
New York
$63.6K +$69.8K +941 New
KG
436
Kilter Group
New York
$63.3K
BHWM
437
Bay Harbor Wealth Management
Maryland
$62.5K
Fidelity Investments
438
Fidelity Investments
Massachusetts
$61.3K +$67.4K +908 New
FFO
439
Fortitude Family Office
Arizona
$61K
MG
440
Mather Group
Illinois
$59.8K +$65.6K +884 New
AWM
441
Abound Wealth Management
Tennessee
$57K
N
442
Natixis
France
$56.5K -$96.2K -1,296 -61%
TWM
443
TopTier Wealth Management
Wisconsin
$55.1K +$60.5K +815 New
WCM
444
Winthrop Capital Management
Indiana
$52K
HI
445
Horizon Investments
North Carolina
$49.6K +$19.8K +267 +57%
CFD
446
Creative Financial Designs
Indiana
$47.8K +$1.93K +26 +4%
WT
447
Whittier Trust
California
$47.5K +$44.5K +600 +667%
SIC
448
Salem Investment Counselors
North Carolina
$47.3K +$51.9K +700 New
MMCM
449
Murphy & Mullick Capital Management
New York
$42.9K
ATPW
450
Ashton Thomas Private Wealth
Arizona
$42.9K +$47K +634 New