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ARK Innovation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
51
JP Morgan Private Wealth Advisors
California
$22.5M +$6.94M +59,504 +53%
SWA
52
SOA Wealth Advisors
New York
$22.1M -$139K -1,189 -0.7%
NSLI
53
Nan Shan Life Insurance
Taiwan
$22.1M +$12.8M +110,000 +187%
ACA
54
Ascension Capital Advisors
Texas
$21.8M -$27.7K -238 -0.1%
ET
55
Equitable Trust
Tennessee
$21.2M -$980K -8,408 -5%
IF
56
Intrua Financial
Texas
$21M +$2.78M +23,840 +16%
KFC
57
Klingenstein Fields & Co
New York
$20.8M +$449K +3,849 +2%
AFA
58
American Financial Advisors
Georgia
$20.6M +$2.36M +20,221 +15%
SCA
59
Snowden Capital Advisors
New York
$20.5M -$1.97M -16,912 -10%
BFS
60
Bickling Financial Services
Massachusetts
$20.3M +$102K +872 +0.6%
LFA
61
Legend Financial Advisors
Pennsylvania
$20.2M +$16.5M +141,571 +1,099%
NEPWA
62
New England Private Wealth Advisors
Massachusetts
$20M -$2.52M -21,611 -12%
GKWIM
63
Gerber Kawasaki Wealth & Investment Management
California
$19.6M +$2.29M +19,661 +15%
RW
64
REDW Wealth
New Mexico
$19.5M -$367K -3,146 -2%
Truist Financial
65
Truist Financial
North Carolina
$19.4M -$6.24M -53,533 -26%
SPC
66
Sigma Planning Corp
Michigan
$19.2M +$1.89M +16,174 +12%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$19.2M +$5.51M +47,260 +48%
SC
68
Scotia Capital
Ontario, Canada
$19M +$1.03M +8,856 +6%
CS
69
Credit Suisse
Switzerland
$18.8M -$3.04M -26,107 -15%
UR
70
USCA RIA
Texas
$18.3M +$1.41M +12,101 +9%
MML Investors Services
71
MML Investors Services
Massachusetts
$18.2M -$1.25M -10,688 -7%
MAM
72
Marquette Asset Management
Minnesota
$17.4M +$757K +6,493 +5%
CIA
73
Compass Ion Advisors
Pennsylvania
$17.2M +$1.94M +16,643 +15%
GG
74
Greenwood Gearhart
Arkansas
$16.4M +$1.09M +9,393 +8%
LPT
75
Legacy Private Trust
Wisconsin
$16M +$349K +2,995 +3%