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ARK Innovation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FCA
451
Fortis Capital Advisors
Kansas
$208K +$184K +2,405 New
CCA
452
Carrera Capital Advisors
Michigan
$205K +$182K +2,375 New
OWA
453
Octavia Wealth Advisors
Ohio
$205K +$181K +2,370 New
HH
454
Hilltop Holdings
Texas
$204K -$433K -5,665 -71%
FFG
455
First Financial Group
North Carolina
$203K +$180K +2,351 New
FWA
456
FSM Wealth Advisors
Ohio
$203K +$179K +2,348 New
GSB
457
Greenfield Savings Bank
Massachusetts
$201K +$178K +2,330 New
LSL
458
Legacy Solutions LLC
Pennsylvania
$200K +$177K +2,320 New
RFA
459
Register Financial Advisors
Georgia
$199K +$176K +2,304 New
LWCFA
460
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$197K -$14.1K -185 -8%
N
461
Natixis
France
$173K +$154K +2,008 New
MWM
462
MGB Wealth Management
Texas
$172K +$152K +1,993 New
NEWAS
463
N.E.W. Advisory Services
Wisconsin
$163K -$141K -1,847 -49%
FP
464
Financial Perspectives
Minnesota
$152K
CIAS
465
Capital Investment Advisory Services
North Carolina
$144K +$127K +1,667 New
Franklin Resources
466
Franklin Resources
California
$128K -$13.9K -182 -11%
AUB
467
Atlantic Union Bankshares
Virginia
$121K +$7.42K +97 +7%
MSWA
468
Marshall & Sterling Wealth Advisors
New York
$120K -$25.2K -330 -19%
SIS
469
Sound Income Strategies
Florida
$120K +$5.5K +72 +6%
PNC Financial Services Group
470
PNC Financial Services Group
Pennsylvania
$116K -$14.4K -188 -12%
SWM
471
Spire Wealth Management
Virginia
$108K -$89.2K -1,167 -48%
BC
472
Barrett & Company
Rhode Island
$106K
TLA
473
Tanglewood Legacy Advisors
Texas
$105K
CWM
474
Copia Wealth Management
Oregon
$102K
CWM
475
Consultiva Wealth Management
Puerto Rico
$98.4K