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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
251
Independent Advisor Alliance
North Carolina
$629K +$742K +16,664 New
MTIM
252
Marathon Trading Investment Management
Pennsylvania
$623K +$329K +7,400 +81%
ZIG
253
Zuckerman Investment Group
Illinois
$596K +$59.4K +1,335 +9%
SFG
254
Sovereign Financial Group
Connecticut
$595K -$293K -6,580 -29%
BA
255
Bridgewater Advisors
New York
$589K – – –
NWA
256
Navis Wealth Advisors
New York
$586K -$244K -5,490 -26%
GW
257
GW & Wade
Massachusetts
$583K +$127K +2,860 +23%
IWP
258
Insight Wealth Partners
Texas
$581K -$14K -314 -2%
CWC
259
Carolinas Wealth Consulting
North Carolina
$579K -$316K -7,089 -32%
F
260
F3Logic
Minnesota
$578K -$47.7K -1,071 -7%
JRFS
261
James Reed Financial Services
Ohio
$575K -$24.6K -552 -3%
SL
262
Stevard LLC
Illinois
$570K +$672K +15,102 New
BTWM
263
Baker Tilly Wealth Management
Wisconsin
$563K -$135K -3,030 -17%
SW
264
SteelPeak Wealth
California
$556K +$656K +14,743 New
AGA
265
Arkos Global Advisors
Texas
$541K +$112K +2,512 +21%
CIA
266
Cladis Investment Advisory
Montana
$540K -$890 -20 -0.1%
CB
267
Commerce Bank
Missouri
$538K -$246K -5,525 -28%
GWANC
268
Guardian Wealth Advisors (North Carolina)
North Carolina
$538K -$57.4K -1,289 -8%
IA
269
Insight Advisors
Pennsylvania
$538K -$20.7K -465 -3%
CHAM
270
Clear Harbor Asset Management
Connecticut
$537K +$52.4K +1,176 +9%
PSF
271
Pacific Sun Financial
California
$523K -$11.6K -260 -2%
BS
272
Banco Santander
Spain
$519K -$552K -12,400 -47%
FHA
273
Flagship Harbor Advisors
Massachusetts
$515K +$89.3K +2,005 +17%
DA
274
Doliver Advisors
Texas
$508K -$29K -651 -5%
CW
275
CreativeOne Wealth
Kansas
$503K -$16.9K -379 -3%
9 10
11
12 13