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ARK Innovation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HBW
576
Hazlett, Burt & Watson
West Virginia
$1K +$1.48K +20 New
EWM
577
Evermay Wealth Management
Virginia
$682 – – –
GFA
578
Godfrey Financial Associates
New York
$676 – – –
GIL
579
Go Invest LLC
Utah
$674 +$297 +4 +67%
KFA
580
Kelleher Financial Advisors
New York
$633 – – –
MAM
581
Morse Asset Management
Connecticut
$608 -$74 -1 -10%
HIA
582
Harbor Investment Advisory
Maryland
$608 – – –
SFCL
583
Strengthening Families & Communities LLC
Massachusetts
$473 – – –
CFO
584
CVA Family Office
Colorado
$338 – – –
QWM
585
Quaker Wealth Management
New Jersey
$338 – – –
PWPS
586
Pinnacle Wealth Planning Services
Ohio
$270 +$297 +4 New
RF
587
Rossby Financial
Florida
$205 +$223 +3 New
TC
588
Truvestments Capital
Florida
$203 – – –
Vanguard Advisers Inc
589
Vanguard Advisers Inc
Pennsylvania
$203 +$223 +3 New
FLP
590
Financial Life Planners
Arizona
$139 +$148 +2 New
BCMIO
591
Beacon Capital Management Inc (Ohio)
Ohio
$76 – – –
LMR Partners
592
LMR Partners
United Kingdom
$68 +$74 +1 New
OWP
593
ORG Wealth Partners
Texas
$67 +$74 +1 New
PWM
594
Parkway Wealth Management
Texas
– -$32.3M -420,130 Closed
Walleye Trading
595
Walleye Trading
New York
– -$14.8M -199,732 Closed
Two Sigma Investments
596
Two Sigma Investments
New York
– -$14.2M -185,100 Closed
Potomac Fund Management
597
Potomac Fund Management
Florida
– -$13.6M -176,624 Closed
AWA
598
Arete Wealth Advisors
Illinois
– -$4.72M -61,411 Closed
YC
599
Yarbrough Capital
Tennessee
– -$4.32M -56,176 Closed
PL
600
Parkwood LLC
Ohio
– -$4.1M -53,300 Closed