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ARK Innovation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bartlett & Co Wealth Management
601
Bartlett & Co Wealth Management
Ohio
$2.31K – – –
OC
602
Optima Capital
Oregon
$2.31K +$2.48K +30 New
ACA
603
American Capital Advisory
Idaho
$1.92K – – –
AEPWM
604
Atlantic Edge Private Wealth Management
Florida
$1.92K – – –
GWM
605
Greenline Wealth Management
Florida
$1.92K +$2.07K +25 New
Smartleaf Asset Management
606
Smartleaf Asset Management
Massachusetts
$1.91K +$1.99K +24 New
DF
607
DecisionPoint Financial
Arizona
$1.77K +$1.91K +23 New
ACM
608
Anfield Capital Management
California
$1.69K – – –
IWM
609
IMG Wealth Management
Florida
$1.54K +$1.66K +20 New
OC
610
Oakworth Capital
Alabama
$1.46K – – –
EP
611
Essential Partners
California
$1.4K – – –
MIM
612
MTM Investment Management
South Carolina
$1.31K – – –
NL
613
NVWM LLC
Pennsylvania
$1.31K – – –
AssetMark Inc
614
AssetMark Inc
California
$1.31K +$83 +1 +6%
CA
615
Cresta Advisors
Texas
$1.31K +$1.41K +17 New
SA
616
Strategic Advocates
Utah
$1.17K – – –
RBC
617
Roble Belko & Company
Pennsylvania
$1K -$83 -1 -7%
CP
618
Camelot Portfolios
Ohio
$846 +$911 +11 New
EWM
619
Evermay Wealth Management
Virginia
$776 – – –
MAM
620
Morse Asset Management
Connecticut
$769 – – –
GFA
621
Godfrey Financial Associates
New York
$769 +$828 +10 New
HIA
622
Harbor Investment Advisory
Maryland
$692 – – –
KFA
623
Kelleher Financial Advisors
New York
$692 – – –
AWA
624
Acumen Wealth Advisors
Tennessee
$539 +$580 +7 New
SFCL
625
Strengthening Families & Communities LLC
Massachusetts
$538 – – –