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ARK Innovation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPWM
651
Western Pacific Wealth Management
Illinois
$15K +$3.53K +50 +27%
MAM
652
Meeder Asset Management
Ohio
$15K +$15.9K +226 New
RE
653
RBC Europe
United Kingdom
$15K +$16.2K +230 New
HFS
654
HBC Financial Services
Washington
$15K +$21.2K +300 New
BWA
655
BDO Wealth Advisors
Florida
$14K -$6.14K -87 -29%
CFO
656
CVA Family Office
Colorado
$14K -$706 -10 -4%
IA
657
IFS Advisors
Kansas
$14K
KFI
658
Key Financial Inc
Pennsylvania
$14K
BC
659
Bartlett & Co
Ohio
$14K +$14.8K +210 New
BCWM
660
Bartlett & Co Wealth Management
Ohio
$13.9K +$14.8K +210 New
CT
661
Caldwell Trust
Florida
$13.6K
ICM
662
Islay Capital Management
Texas
$13K -$7.06K -100 -33%
CWM
663
Curi Wealth Management
North Carolina
$13K
TFA
664
Toth Financial Advisory
Virginia
$13K
WTA
665
Washington Trust Advisors
Massachusetts
$13K
PP
666
PFS Partners
New Jersey
$13K +$4.52K +64 +48%
BHWM
667
Beaird Harris Wealth Management
Texas
$12K
GWMIA
668
Global Wealth Management Investment Advisory
Florida
$12K +$7.06K +100 +127%
CCM
669
Covington Capital Management
California
$11K -$20.7K -294 -64%
FAG
670
Fortitude Advisory Group
Washington
$11K -$6.35K -90 -36%
GI
671
Gradient Investments
Minnesota
$11K +$3.81K +54 +47%
LF
672
Lee Financial
Texas
$11K +$11.6K +165 New
HBW
673
Hazlett, Burt & Watson
West Virginia
$11K +$12.7K +180 New
RIM
674
Rockbridge Investment Management
New York
$10.2K +$10.7K +151 New
BAM
675
Byrne Asset Management
New Jersey
$10K -$9.38K -133 -48%