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ARK Innovation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
451
Franklin Resources
California
$128K – – –
WT
452
Whittier Trust
California
$121K +$57.9K +757 +110%
OFG
453
Oxford Financial Group
Indiana
$115K -$25.2K -330 -19%
MSWA
454
Marshall & Sterling Wealth Advisors
New York
$113K – – –
IAS
455
IMA Advisory Services
Colorado
$113K +$107K +1,395 New
PFBT
456
Parkside Financial Bank & Trust
Missouri
$111K – – –
Fifth Third Bancorp
457
Fifth Third Bancorp
Ohio
$106K -$35.9K -470 -26%
BCM
458
Boreal Capital Management
Florida
$104K – – –
BC
459
Barrett & Company
Rhode Island
$104K +$3.9K +51 +4%
FP
460
Financial Perspectives
Minnesota
$101K – – –
SWM
461
Spire Wealth Management
Virginia
$101K -$153 -2 -0.2%
TLA
462
Tanglewood Legacy Advisors
Texas
$98.6K – – –
US Bancorp
463
US Bancorp
Minnesota
$95.2K -$78.8K -1,030 -47%
CWM
464
Consultiva Wealth Management
Puerto Rico
$88.2K -$7.57K -99 -8%
PTC
465
Private Trust Company
Ohio
$87.8K +$7.11K +93 +9%
HFM
466
Hartford Financial Management
Connecticut
$86.3K – – –
Russell Investments Group
467
Russell Investments Group
United Kingdom
$85.3K +$47K +615 +139%
CA
468
CoreCap Advisors
Michigan
$84.1K +$1.45K +19 +2%
XAU
469
XP Advisory US
Florida
$81.3K +$76.9K +1,006 New
GK
470
Graney & King
New York
$80.7K – – –
MA
471
Montag & Associates
Georgia
$79.3K – – –
KG
472
Kilter Group
New York
$75.6K – – –
FFO
473
Fortitude Family Office
Arizona
$73K – – –
CWM
474
Copia Wealth Management
Oregon
$72.7K -$26.8K -351 -28%
WCM
475
Winthrop Capital Management
Indiana
$70K +$7.65K +100 +13%