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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
251
Atom Investors
Texas
$476K -$463K -10,500 -47%
NWA
252
Navis Wealth Advisors
New York
$474K -$64.1K -1,455 -11%
CHAM
253
Clear Harbor Asset Management
Connecticut
$472K -$1.5K -34 -0.3%
PCA
254
Prosperity Capital Advisors
Ohio
$470K +$522K +11,841 New
RJT
255
Raymond James Trust
Florida
$465K -$14.3K -325 -3%
AF
256
Advisornet Financial
Minnesota
$461K -$116K -2,637 -18%
HGERS
257
Householder Group Estate & Retirement Specialist
Arizona
$459K +$510K +11,575 New
KP
258
Keel Point
Alabama
$451K -$43.8K -994 -8%
DA
259
Doliver Advisors
Texas
$445K -$33.3K -756 -6%
WAP
260
Wealthcare Advisory Partners
Pennsylvania
$445K +$22.3K +505 +5%
AGA
261
Arkos Global Advisors
Texas
$445K -$108K -2,445 -18%
MSFS
262
Main Street Financial Solutions
Pennsylvania
$444K +$56.3K +1,277 +13%
KA
263
Kovack Advisors
Florida
$443K +$61.3K +1,390 +14%
ASN
264
Advisory Services Network
Georgia
$442K +$32.1K +728 +7%
SCM
265
Scopia Capital Management
New York
$440K – – –
AWE
266
Avidian Wealth Enterprises
Texas
$438K +$7.67K +174 +2%
EIP
267
Easterly Investment Partners
Massachusetts
$436K – – –
AIM
268
ARK Investment Management
Florida
$435K -$3.17K -72 -0.7%
HFRG
269
Houlihan Financial Resource Group
Virginia
$435K -$11M -250,540 -96%
SFG
270
Sovereign Financial Group
Connecticut
$423K -$20K -454 -4%
CWM
271
Circle Wealth Management
New Jersey
$416K +$463K +10,496 New
MAM
272
Milestone Asset Management
Pennsylvania
$416K +$7.85K +178 +2%
CF
273
Convergence Financial
Missouri
$412K +$3.48K +79 +0.8%
KAS
274
KPP Advisory Services
Kentucky
$410K +$456K +10,334 New
DI
275
DFPG Investments
Utah
$407K +$441 +10 +0.1%
9 10
11
12 13