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ARK Innovation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
501
Montag & Associates
Georgia
$34.5K
AWM
502
Avondale Wealth Management
Texas
$33.9K
TCOV
503
Trust Company of Vermont
Vermont
$33.6K -$2.19K -45 -6%
GA
504
GoalVest Advisory
New York
$33.6K +$18.1K +372 +125%
BWL
505
Bogart Wealth LLC
Virginia
$32.8K +$1.95K +40 +7%
SC
506
Stephens Consulting
Michigan
$31.9K -$3.02K -62 -9%
IWP
507
IAG Wealth Partners
Wisconsin
$31.4K -$17.1K -350 -36%
PWMG
508
Prestige Wealth Management Group
New Jersey
$31.3K
CIA
509
Cape Investment Advisory
Georgia
$30.9K +$9.07K +186 +43%
AWM
510
Activest Wealth Management
Florida
$30.7K -$17.6K -360 -37%
IPW
511
Impact Partnership Wealth
Georgia
$30.6K
WIM
512
Westside Investment Management
California
$29K +$14.6K +300 +107%
TFGT
513
TS Financial Group (TSFG)
Illinois
$26K -$41.3K -846 -62%
CA
514
Crewe Advisors
Utah
$24.7K
DAM
515
Delta Asset Management
Tennessee
$24K
ST
516
Smithfield Trust
Pennsylvania
$24K
Fidelity Investments
517
Fidelity Investments
Massachusetts
$22.1K +$2.15K +44 +11%
SA
518
Scarborough Advisors
Maryland
$21.4K -$1.17K -24 -5%
WAS
519
Winch Advisory Services
Wisconsin
$21K
ADL
520
Asset Dedication LLC
California
$21K
GEA
521
Glen Eagle Advisors
New Jersey
$20.9K -$98 -2 -0.5%
FSWA
522
Financial Synergies Wealth Advisors
Texas
$20.3K +$19.8K +405 New
PFBT
523
Parkside Financial Bank & Trust
Missouri
$20K
BIM
524
Breakwater Investment Management
Washington
$20K +$19.5K +400 New
FRA
525
Front Row Advisors
California
$19.4K -$244 -5 -1%