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ARK Innovation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
676
Global Financial Private Client
Florida
$145K +$90K +772 +220%
RIM
677
Rockbridge Investment Management
New York
$131K
BBPWM
678
Blue Bell Private Wealth Management
Pennsylvania
$127K -$16.3K -140 -13%
BHWM
679
Bay Harbor Wealth Management
Maryland
$124K +$5.83K +50 +6%
CT
680
Caldwell Trust
Florida
$124K +$1.86K +16 +2%
HWMA
681
Heritage Wealth Management (Arizona)
Arizona
$121K -$33.1K -284 -23%
SSB
682
Sandy Spring Bank
Maryland
$121K +$8.74K +75 +9%
SFPG
683
Stonebridge Financial Planning Group
Florida
$115K -$43.1K -370 -29%
EL
684
EMFO LLC
Florida
$112K +$99.8K +856 New
1IA
685
1834 Investment Advisors
Wisconsin
$110K +$81.6K +700 +500%
VNA
686
Valley National Advisers
Pennsylvania
$110K +$83.7K +718 +593%
AIC
687
Archer Investment Corporation
Indiana
$109K -$344K -2,952 -78%
CAAS
688
Capital Asset Advisory Services
Michigan
$108K +$96.6K +829 New
FF
689
FourThought Financial
Florida
$104K
WP
690
WealthShield Partners
North Carolina
$104K +$8.16K +70 +10%
Bessemer Group
691
Bessemer Group
New Jersey
$100K +$42.7K +366 +91%
FCM
692
Firestone Capital Management
Florida
$98K +$37.2K +319 +74%
GTAM
693
Global Trust Asset Management
Florida
$98K +$87.4K +750 New
AIM
694
Axiom Investment Management
New York
$96K +$23.3K +200 +37%
OIA
695
Optimum Investment Advisors
Illinois
$92K +$23.3K +200 +40%
WAS
696
Winch Advisory Services
Wisconsin
$92K +$35K +300 +75%
BWL
697
Bogart Wealth LLC
Virginia
$88K -$117 -1 -0.1%
SQA
698
Simon Quick Advisors
New Jersey
$86K
FPW
699
Flagship Private Wealth
Massachusetts
$85.3K +$5.83K +50 +8%
FRA
700
Front Row Advisors
California
$85K -$20.2K -173 -19%