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ARK Innovation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
526
Plante Moran Financial Advisors
Michigan
$34.2K +$12.2K +281 +76%
PWMG
527
Prestige Wealth Management Group
New Jersey
$32.7K – – –
RFG
528
RFP Financial Group
Georgia
$32.6K – – –
Bogart Wealth LLC
529
Bogart Wealth LLC
Virginia
$32.2K +$3.03K +70 +13%
IPW
530
Impact Partnership Wealth
Georgia
$32K +$12.3K +285 +87%
SIS
531
Strategic Investment Solutions
Illinois
$31.9K -$1.64M -37,820 -98%
BAM
532
Byrne Asset Management
New Jersey
$30.9K +$260 +6 +1%
LA
533
LM Advisors
California
$27.3K +$22.6K +522 New
Jones Financial Companies
534
Jones Financial Companies
Missouri
$26.2K +$21.6K +500 New
CA
535
Crewe Advisors
Utah
$25.8K +$6.62K +153 +45%
UMB Bank
536
UMB Bank
Missouri
$25.5K -$9.65K -223 -31%
DAM
537
Delta Asset Management
Tennessee
$25.1K – – –
Smithfield Trust
538
Smithfield Trust
Pennsylvania
$25K – – –
SA
539
Scarborough Advisors
Maryland
$23.7K +$19.6K +452 New
AWM
540
Able Wealth Management
New Jersey
$23.1K +$19.1K +442 New
Bessemer Group
541
Bessemer Group
New Jersey
$23K -$3.03K -70 -13%
VNA
542
Valley National Advisers
Pennsylvania
$23K +$2.77K +64 +17%
CIA
543
Cape Investment Advisory
Georgia
$22.6K +$43 +1 +0.2%
ADL
544
Asset Dedication LLC
California
$22K – – –
WAS
545
Winch Advisory Services
Wisconsin
$22K – – –
GEA
546
Glen Eagle Advisors
New Jersey
$21.9K – – –
Gradient Investments
547
Gradient Investments
Minnesota
$21.4K +$8.57K +198 +94%
HCM
548
Hollencrest Capital Management
California
$20.9K – – –
PFBT
549
Parkside Financial Bank & Trust
Missouri
$20.9K – – –
GTAM
550
Global Trust Asset Management
Florida
$20.9K +$17.3K +400 New