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ARK Innovation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
COI
126
Connable Office Inc
Michigan
$4.59M +$4.88M +69,193 New
IA
127
IFP Advisors
Florida
$4.43M +$1.55M +22,012 +29%
DAS
128
Dynamic Advisor Solutions
Arizona
$4.35M +$761K +10,791 +20%
SWP
129
Stratos Wealth Partners
Ohio
$4.27M -$1.07M -15,170 -19%
FGG
130
Financial Guidance Group
Florida
$4.25M +$4.53M +64,186 New
GBWM
131
Granite Bay Wealth Management
New Hampshire
$4.23M +$138K +1,950 +3%
CWP
132
Concord Wealth Partners
Virginia
$4.19M +$820K +11,620 +23%
OC
133
Oppenheimer & Co
New York
$4.17M +$95.9K +1,359 +2%
SG
134
StoneX Group
New York
$4.05M -$688K -9,749 -14%
XF
135
XML Financial
Maryland
$4.01M -$504K -7,141 -11%
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$3.99M +$480K +6,804 +13%
P
137
Palladiem
Pennsylvania
$3.95M -$306K -4,338 -7%
RPSA
138
Richard P. Slaughter Associates
Texas
$3.86M +$1.04M +14,713 +34%
SAF
139
Smith Anglin Financial
Texas
$3.86M -$2.37M -33,644 -37%
LWAC
140
Laurel Wealth Advisors (California)
California
$3.86M +$1.3M +18,454 +46%
LFGH
141
Lee Financial Group Hawaii
Hawaii
$3.85M +$557K +7,890 +16%
AWM
142
Axxcess Wealth Management
California
$3.84M -$1.49M -21,091 -27%
BWCS
143
Beirne Wealth Consulting Services
Connecticut
$3.79M +$97.9K +1,387 +2%
EH
144
Equitable Holdings
New York
$3.74M -$3.55M -50,343 -47%
SIAG
145
Safeguard Investment Advisory Group
California
$3.74M -$36.8K -522 -0.9%
Stifel Financial
146
Stifel Financial
Missouri
$3.64M -$572K -8,100 -13%
GCA
147
Genesee Capital Advisors
New York
$3.62M +$85.7K +1,214 +2%
SSA
148
Schonfeld Strategic Advisors
New York
$3.6M +$3.84M +54,384 New
FIA
149
Foundations Investment Advisors
Arizona
$3.55M -$280K -3,974 -6%
SWMG
150
Signature Wealth Management Group
Georgia
$3.42M +$866K +12,278 +31%