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ARK Innovation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
451
Parkside Financial Bank & Trust
Missouri
$123K +$99.4K +1,200 +300%
Franklin Resources
452
Franklin Resources
California
$114K – – –
Atlantic Union Bankshares
453
Atlantic Union Bankshares
Virginia
$108K – – –
MSWA
454
Marshall & Sterling Wealth Advisors
New York
$107K – – –
CoreCap Advisors
455
CoreCap Advisors
Michigan
$107K +$85.1K +1,027 +281%
SIS
456
Sound Income Strategies
Florida
$106K -$994 -12 -0.9%
PNC Financial Services Group
457
PNC Financial Services Group
Pennsylvania
$103K – – –
Spire Wealth Management
458
Spire Wealth Management
Virginia
$103K +$7.62K +92 +7%
WWA
459
Wealth Watch Advisors
Colorado
$99K +$76K +917 +248%
FP
460
Financial Perspectives
Minnesota
$96.2K -$42.6K -514 -29%
BC
461
Barrett & Company
Rhode Island
$94.7K – – –
TLA
462
Tanglewood Legacy Advisors
Texas
$93.8K – – –
PTC
463
Private Trust Company
Ohio
$91.8K -$170K -2,056 -63%
CWM
464
Copia Wealth Management
Oregon
$91.2K – – –
CWM
465
Consultiva Wealth Management
Puerto Rico
$87.7K – – –
HFM
466
Hartford Financial Management
Connecticut
$82.1K – – –
GK
467
Graney & King
New York
$76.8K – – –
GA
468
GoalVest Advisory
New York
$75.8K – – –
Montag & Associates
469
Montag & Associates
Georgia
$75.6K +$33.1K +400 +69%
KG
470
Kilter Group
New York
$72K -$10.7K -129 -12%
BHWM
471
Bay Harbor Wealth Management
Maryland
$71.2K – – –
FFO
472
Fortitude Family Office
Arizona
$69.5K – – –
AWM
473
Abound Wealth Management
Tennessee
$64.9K +$38.5K +465 +123%
WCM
474
Winthrop Capital Management
Indiana
$59K – – –
SEP
475
Signature Equity Partners
Ohio
$57.6K +$62K +749 New