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ARK Genomic Revolution ETF
ARKG

Name Holding Trade Value Shares
Change 		Change in
Stake
PPP
326
Private Portfolio Partners
New Jersey
$200K +$171K +2,147 New
HFM
327
Hartford Financial Management
Connecticut
$173K – – –
EA
328
Emerald Advisers
Pennsylvania
$158K +$27.3K +343 +25%
AIM
329
ARK Investment Management
Florida
$156K +$133K +1,670 New
CWAF
330
Core Wealth Advisors (Florida)
Florida
$142K +$3.43K +43 +3%
IFAM
331
Institutional & Family Asset Management
Colorado
$135K +$112K +1,402 +3,338%
CA
332
Clearstead Advisors
Ohio
$132K +$113K +1,413 New
ACA
333
Aptus Capital Advisors
Alabama
$117K +$101K +1,262 New
PGAM
334
Princeton Global Asset Management
New Jersey
$106K +$90.1K +1,131 New
FDCDDQ
335
Federation des caisses Desjardins du Quebec
Quebec, Canada
$104K +$89.1K +1,118 New
DOA
336
D'Orazio & Associates
Virginia
$93K – – –
LWM
337
Liberty Wealth Management
California
$86K +$48K +603 +273%
KTC
338
Kistler-Tiffany Companies
Pennsylvania
$81K – – –
POIA
339
Pin Oak Investment Advisors
Texas
$77K +$45K +565 +217%
PFGIA
340
Patriot Financial Group Insurance Agency
Massachusetts
$75K +$63.7K +800 New
WEC
341
Winslow Evans & Crocker
Massachusetts
$73K +$62.1K +779 New
PWA
342
Phoenix Wealth Advisors
North Carolina
$70K +$59.8K +750 New
WCAMG
343
Woodard & Company Asset Management Group
North Carolina
$65K +$55.8K +700 New
AF
344
Advisornet Financial
Minnesota
$64K +$35.9K +450 +191%
BW
345
Bison Wealth
Georgia
$63K – – –
MMG
346
Monetary Management Group
Missouri
$61K – – –
BWP
347
Baldwin Wealth Partners
Massachusetts
$61K +$49.4K +620 +2,067%
CFD
348
Creative Financial Designs
Indiana
$60K +$23.9K +300 +88%
GWS
349
Glassman Wealth Services
Virginia
$59K – – –
TWM
350
Tradition Wealth Management
Minnesota
$57K +$49K +615 New
12 13
14
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