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ARK Innovation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CMA
526
Cedar Mountain Advisors
Oregon
$205K +$1.76K +25 +0.8%
PIA
527
Perennial Investment Advisors
California
$204K -$133K -1,889 -38%
HIA
528
Harbor Investment Advisory
Maryland
$202K
KM
529
Kalos Management
Georgia
$202K +$13K +184 +6%
NSIM
530
North Star Investment Management
Illinois
$200K -$12.3K -174 -5%
BCM
531
Bourgeon Capital Management
Connecticut
$196K +$7.06K +100 +3%
MWM
532
Mission Wealth Management
California
$195K +$7.97K +113 +4%
GWSG
533
GPS Wealth Strategies Group
Colorado
$193K -$513K -7,267 -71%
NFSG
534
Newbridge Financial Services Group
Florida
$175K -$4.09K -58 -2%
CFGS
535
Concourse Financial Group Securities
Alabama
$172K -$243K -3,437 -57%
OFG
536
Oxford Financial Group
Indiana
$172K
TFO
537
Tarbox Family Office
California
$166K
GECH
538
Garnet Equity Capital Holdings
New York
$166K +$176K +2,500 New
NL
539
NVWM LLC
Pennsylvania
$163K +$2.4K +34 +1%
Bank of New York Mellon
540
Bank of New York Mellon
New York
$156K -$624K -8,838 -79%
KSWA
541
Kathleen S. Wright Associates
Pennsylvania
$140K -$1.25M -17,785 -89%
AA
542
Ancora Advisors
Ohio
$139K -$20.1K -285 -12%
VCM
543
Viewpoint Capital Management
Washington
$138K -$3.53K -50 -2%
PMFA
544
Plante Moran Financial Advisors
Michigan
$136K +$107K +1,523 +291%
TWM
545
Tradition Wealth Management
Minnesota
$133K +$124K +1,758 +703%
GCS
546
Gordian Capital (Singapore)
Singapore
$125K +$71 +1 +0.1%
PCG
547
Private Capital Group
Connecticut
$124K
HCM
548
Highlander Capital Management
New Jersey
$121K +$109K +1,550 +564%
DWM
549
Dakota Wealth Management
Florida
$120K +$28.9K +409 +29%
EWM
550
EPG Wealth Management
Georgia
$119K -$171K -2,430 -58%