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ARK Innovation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
576
Peak Financial Advisors
Colorado
$266K -$4.7K -43 -2%
LFG
577
Larson Financial Group
Missouri
$265K +$88.8K +813 +41%
CHC
578
City Holding Co
West Virginia
$260K -$172K -1,580 -30%
RWM
579
Ritholtz Wealth Management
New York
$259K -$121K -1,109 -29%
SAM
580
Summit Asset Management
Tennessee
$259K +$9.72K +89 +3%
SEP
581
Southland Equity Partners
Missouri
$255K -$20.5K -188 -7%
NFSG
582
Newbridge Financial Services Group
Florida
$255K -$4.8K -44 -2%
MC
583
Matisse Capital
Oregon
$250K -$48.9K -448 -14%
TC
584
Telemus Capital
Michigan
$250K +$289K +2,644 New
KP
585
Keel Point
Alabama
$249K -$83.4K -764 -23%
VC
586
Veracity Capital
Georgia
$249K +$6.88K +63 +2%
QC
587
QCM Cayman
Texas
$249K +$15.6K +143 +6%
FLPIM
588
F.L. Putnam Investment Management
Massachusetts
$247K -$3.27K -30 -1%
MIH
589
Meitav Investment House
Israel
$245K -$59.5K -545 -10%
SIA
590
Soltis Investment Advisors
Utah
$245K
OFG
591
Oxford Financial Group
Indiana
$245K +$164K +1,502 +138%
SFS
592
Searcy Financial Services
Kansas
$244K +$282K +2,584 New
SMA
593
Sage Mountain Advisors
Georgia
$241K -$259K -2,376 -48%
BPA
594
Beacon Pointe Advisors
California
$241K -$59.8K -548 -18%
SWA
595
Stratos Wealth Advisors
Ohio
$241K -$22.1K -202 -7%
KMWM
596
Keudell/Morrison Wealth Management
Oregon
$241K +$278K +2,546 New
IBOK
597
Independence Bank of Kentucky
Kentucky
$238K +$55.1K +505 +25%
TFO
598
Tarbox Family Office
California
$236K
Fisher Asset Management
599
Fisher Asset Management
Washington
$236K +$272K +2,490 New
SWA
600
Sax Wealth Advisors
New Jersey
$235K -$78.4K -718 -22%