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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
251
Larson Financial Group
Missouri
$544K +$16.8K +220 +3%
LSIA
252
LaSalle St. Investment Advisors
Illinois
$542K +$68K +889 +15%
IA
253
IFG Advisory
Georgia
$540K +$511K +6,683 New
GWS
254
Glassman Wealth Services
Virginia
$537K -$1.12M -14,653 -69%
PPC
255
Pennington Partners & Co
Maryland
$533K – – –
S
256
SignatureFD
Georgia
$532K – – –
CG
257
Caprock Group
Idaho
$531K – – –
RA
258
Range Advisory
Virginia
$528K +$57.4K +750 +13%
MTIM
259
Marathon Trading Investment Management
Pennsylvania
$527K +$499K +6,521 New
CM
260
Caption Management
Oklahoma
$525K -$7M -91,500 -93%
AWM
261
Apollon Wealth Management
South Carolina
$524K -$2.29K -30 -0.5%
CBU
262
CIBC Bancorp USA
Illinois
$523K +$205K +2,676 +71%
CA
263
Calton & Associates
Florida
$518K -$59.9K -783 -11%
FA
264
Fiduciary Alliance
South Carolina
$509K -$36.1K -472 -7%
OC
265
Oppenheimer & Co
New York
$503K -$37.2K -487 -7%
FPAS
266
Focus Partners Advisor Solutions
Missouri
$501K -$26.8K -351 -5%
PWP
267
Principle Wealth Partners
Connecticut
$497K – – –
SP
268
Stablepoint Partners
Massachusetts
$491K – – –
RPC
269
Rossmore Private Capital
Connecticut
$487K -$1.53K -20 -0.3%
RCM
270
Richardson Capital Management
Wisconsin
$486K +$44.4K +580 +11%
WANY
271
Wealthspire Advisors (New York)
New York
$484K +$184K +2,410 +67%
CAM
272
CPA Asset Management
Florida
$484K – – –
SA
273
Sovran Advisors
California
$481K -$20.8K -272 -4%
IA
274
IFP Advisors
Florida
$478K -$37.2K -486 -8%
MOS
275
MGO One Seven
Ohio
$478K +$15.9K +208 +4%
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11
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