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ARK Innovation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$6.11M -$11.1M -92,086 -63%
BW
127
Bison Wealth
Georgia
$6.08M -$1.53M -12,718 -19%
WCM
128
WealthBridge Capital Management
Ohio
$6.06M -$221K -1,835 -3%
AI
129
Atria Investments
North Carolina
$6.06M +$327K +2,717 +5%
CCA
130
Clearwater Capital Advisors
Illinois
$6.06M +$277K +2,301 +4%
SPIA
131
Steward Partners Investment Advisory
New York
$6.04M +$633K +5,258 +11%
GCA
132
Genesee Capital Advisors
New York
$6.04M +$6.58M +54,630 New
CWC
133
Carolinas Wealth Consulting
North Carolina
$6.04M -$170K -1,415 -3%
GWAG
134
Garrett Wealth Advisory Group
Texas
$6M -$178K -1,482 -3%
IWA
135
Intercontinental Wealth Advisors
Texas
$5.98M +$2.54M +21,099 +64%
LFGH
136
Lee Financial Group Hawaii
Hawaii
$5.94M -$1.6M -13,258 -20%
JG
137
Jefferies Group
New York
$5.9M -$16.2M -134,500 -72%
LGA
138
Lebenthal Global Advisors
New York
$5.82M -$3.45M -28,638 -35%
Parallax Volatility Advisers
139
Parallax Volatility Advisers
California
$5.8M +$6.31M +52,443 New
VWA
140
V Wealth Advisors
Kansas
$5.79M +$1.12M +9,336 +22%
GVAG
141
Great Valley Advisor Group
Delaware
$5.78M +$268K +2,227 +4%
SA
142
Strategic Advisors
New York
$5.74M +$52.1K +433 +0.8%
CA
143
Continuum Advisory
Idaho
$5.55M +$426K +3,537 +8%
AFP
144
Ausdal Financial Partners
Iowa
$5.52M +$165K +1,370 +3%
BRWA
145
B. Riley Wealth Advisors
Florida
$5.47M -$201K -1,672 -3%
F
146
F3Logic
Minnesota
$5.26M -$256K -2,130 -4%
Stifel Financial
147
Stifel Financial
Missouri
$5.21M +$1.25M +10,407 +28%
AIC
148
Ameritas Investment Company
Nebraska
$5.05M +$3.69M +30,656 +204%
PA
149
Parallel Advisors
California
$5.05M -$5.54K -46 -0.1%
KPWS
150
Kestra Private Wealth Services
Texas
$4.98M +$1.6M +13,324 +42%