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ARK Innovation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NA
76
NewEdge Advisors
Louisiana
$203K +$202K +4,296 New
AFM
77
Andesa Financial Management
Pennsylvania
$203K +$202K +4,300 New
PFGIA
78
Patriot Financial Group Insurance Agency
Massachusetts
$173K +$172K +3,655 New
WC
79
Whitnell & Co
Illinois
$166K +$165K +3,512 New
WWMSC
80
Wagner Wealth Management (South Carolina)
South Carolina
$163K -$70.9K -1,505 -30%
FDCDDQ
81
Federation des caisses Desjardins du Quebec
Quebec, Canada
$148K
FANJ
82
Financial Architects (New Jersey)
New Jersey
$147K
PCG
83
Private Capital Group
Connecticut
$140K
Wells Fargo
84
Wells Fargo
California
$126K -$9.98K -212 -7%
ASN
85
Advisory Services Network
Georgia
$126K -$9.74K -207 -7%
UBS Group
86
UBS Group
Switzerland
$109K +$88.9K +1,889 +470%
Citigroup
87
Citigroup
New York
$104K
US Bancorp
88
US Bancorp
Minnesota
$98K +$94.2K +2,000 +2,667%
BFEC
89
Benjamin F. Edwards & Company
Missouri
$88K
CLOS
90
Compagnie Lombard Odier SCmA
Switzerland
$85K +$84.7K +1,800 New
GRP
91
Global Retirement Partners
California
$73K
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$71K +$23.5K +500 +50%
SPIA
93
Steward Partners Investment Advisory
New York
$66K +$65.6K +1,394 New
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$60K +$1.46K +31 +3%
HFM
95
Hartford Financial Management
Connecticut
$51K +$800 +17 +2%
PGWM
96
Parisi Gray Wealth Management
New Jersey
$46K
TFS
97
TrustCore Financial Services
Tennessee
$44K +$12.6K +267 +40%
BAMG
98
Brand Asset Management Group
Missouri
$40K +$39.9K +848 New
AF
99
Advisornet Financial
Minnesota
$38K -$1.18K -25 -3%
SFFS
100
Stonehage Fleming Financial Services
Jersey
$36K