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ARK Innovation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QWM
176
QP Wealth Management
New Jersey
$4.45M +$193K +1,430 +4%
IFG
177
Independent Financial Group
California
$4.44M +$699K +5,169 +16%
AIA
178
Armor Investment Advisors
North Carolina
$4.38M -$434K -3,206 -8%
DADC
179
D.A. Davidson & Co
Montana
$4.34M +$2.77M +20,474 +130%
IA
180
Insight Advisors
Pennsylvania
$4.33M +$616K +4,556 +15%
Qube Research & Technologies (QRT)
181
Qube Research & Technologies (QRT)
United Kingdom
$4.33M -$7.78M -57,490 -61%
IWM
182
IHT Wealth Management
Illinois
$4.28M +$1.74M +12,894 +57%
SMH
183
Sanders Morris Harris
Texas
$4.24M +$3.17M +23,403 +196%
ATFA
184
All Terrain Financial Advisors
Minnesota
$4.23M +$4.77M +35,259 New
ASN
185
Advisory Services Network
Georgia
$4.2M -$660K -4,880 -12%
SPI
186
Santori & Peters Inc
Pennsylvania
$4.19M +$4.73M +34,960 New
MC
187
Moors & Cabot
Massachusetts
$4.14M +$233K +1,721 +5%
PMG
188
ProVise Management Group
Florida
$4.12M +$574K +4,245 +14%
SIAG
189
Safeguard Investment Advisory Group
California
$4.09M +$2.67M +19,707 +137%
BWCS
190
Beirne Wealth Consulting Services
Connecticut
$3.95M -$1.28M -9,494 -22%
FIM
191
Freedom Investment Management
Connecticut
$3.94M +$4.45M +32,868 New
WAG
192
Winthrop Advisory Group
Massachusetts
$3.94M +$521K +3,850 +13%
EPA
193
Element Pointe Advisors
Florida
$3.94M +$1.47M +10,872 +50%
SW
194
SlateStone Wealth
Florida
$3.88M +$145K +1,074 +3%
IWC
195
Integrated Wealth Concepts
Massachusetts
$3.88M +$1.07M +7,940 +33%
DC
196
Davenport & Co
Virginia
$3.87M -$478K -3,535 -10%
SI
197
Stephens Inc
Arkansas
$3.81M +$1.77M +13,062 +70%
KPWS
198
Kestra Private Wealth Services
Texas
$3.77M +$988K +7,303 +30%
SC
199
Sculptor Capital
New York
$3.77M +$4.25M +31,400 New
Rockefeller Capital Management
200
Rockefeller Capital Management
New York
$3.76M +$1.53M +11,303 +56%