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ARK Innovation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
551
Provenance Wealth Advisors
Florida
$14.9K – – –
AG
552
AmeriFlex Group
Nevada
$14.8K +$6.5K +85 +98%
CT
553
Caldwell Trust
Florida
$13.5K – – –
RFP
554
Root Financial Partners
California
$13.4K +$11.8K +155 New
PWA
555
Physician Wealth Advisors
Utah
$13.3K – – –
FG
556
Fairman Group
Pennsylvania
$13.1K – – –
Bogart Wealth LLC
557
Bogart Wealth LLC
Virginia
$12.1K -$7.8K -102 -42%
BONH
558
Bank of New Hampshire
New Hampshire
$12.1K – – –
CHC
559
City Holding Co
West Virginia
$12.1K +$2.68K +35 +33%
FWA
560
Flagship Wealth Advisors
Massachusetts
$11.5K – – –
Dixon Mitchell Investment Counsel
561
Dixon Mitchell Investment Counsel
British Columbia, Canada
$11K – – –
Ancora Advisors
562
Ancora Advisors
Ohio
$10.5K -$2.22K -29 -19%
AWM
563
Accredited Wealth Management
Kentucky
$10.4K +$111K +1,448 +1,207%
CMBA
564
C.M. Bidwell & Associates
Hawaii
$9.84K – – –
ICM
565
Islay Capital Management
Texas
$8.63K – – –
RTC
566
Riverview Trust Company
Washington
$8.63K – – –
NWMP
567
Noble Wealth Management PBC
Colorado
$8.63K +$7.64K +100 New
Whittier Trust
568
Whittier Trust
California
$7.95K – – –
PCFFS
569
Pacific Center for Financial Services
California
$7.85K – – –
NRWA
570
North Ridge Wealth Advisors
Oregon
$7.43K – – –
SC
571
Stephens Consulting
Michigan
$7.42K +$3.52K +46 +115%
BlackRock
572
BlackRock
New York
$7.34K -$584K -7,637 -99%
OP
573
ORG Partners
Indiana
$6.78K -$76 -1 -1%
IAG
574
Innovative Advisory Group
Massachusetts
$6.47K – – –
CWP
575
Concord Wealth Partners
Virginia
$6.3K -$76 -1 -1%