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ARK Innovation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealthspire Advisors (New York)
601
Wealthspire Advisors (New York)
New York
– -$243K -4,279 Closed
PSF
602
Pacific Sun Financial
California
– -$238K -4,199 Closed
PP
603
PDS Planning
Ohio
– -$238K -4,188 Closed
WAAG
604
Wealth Alliance Advisory Group
Kansas
– -$232K -4,081 Closed
Synovus Financial
605
Synovus Financial
Georgia
– -$230K -4,057 Closed
KCIC
606
Kuhn & Co Investment Counsel
Illinois
– -$227K -4,000 Closed
SWM
607
SFG Wealth Management
Maryland
– -$224K -3,948 Closed
AMG
608
Advisors Management Group
Wisconsin
– -$224K -3,947 Closed
HNWAG
609
High Net Worth Advisory Group
Florida
– -$224K -3,941 Closed
Moneta Group Investment Advisors
610
Moneta Group Investment Advisors
Missouri
– -$223K -3,922 Closed
C
611
Certuity
Florida
– -$221K -3,888 Closed
CFGSD
612
Compass Financial Group (South Dakota)
South Dakota
– -$220K -3,879 Closed
JIC
613
Joel Isaacson & Co
New York
– -$220K -3,872 Closed
IF
614
Integrity Financial
Wyoming
– -$216K -3,806 Closed
CIA
615
Cladis Investment Advisory
Montana
– -$214K -3,775 Closed
TPWA
616
Twin Peaks Wealth Advisors
California
– -$211K -3,709 Closed
KAS
617
KPP Advisory Services
Kentucky
– -$210K -3,701 Closed
RB
618
Richmond Brothers
Michigan
– -$208K -3,662 Closed
ACM
619
AlphaStar Capital Management
North Carolina
– -$207K -3,640 Closed
CFG
620
Certior Financial Group
Pennsylvania
– -$204K -3,587 Closed
HIS
621
Harvest Investment Services
Illinois
– -$203K -3,574 Closed
Savant Capital
622
Savant Capital
Illinois
– -$203K -3,568 Closed
TCA
623
Transcend Capital Advisors
New Jersey
– -$202K -3,564 Closed
RPGNY
624
Retirement Planning Group (New York)
New York
– -$200K -3,523 Closed
FA
625
Fedenia Advisers
Wisconsin
– -$145K -2,560 Closed