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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
276
Scopia Capital Management
New York
$448K +$426K +11,104 New
EIP
277
Easterly Investment Partners
Massachusetts
$444K -$307K -8,000 -42%
OIA
278
OneDigital Investment Advisors
Kansas
$439K +$34.2K +893 +9%
CA
279
Claro Advisors
Massachusetts
$436K -$20.6K -538 -5%
BAM
280
Belpointe Asset Management
Nevada
$435K -$254K -6,632 -38%
SMC
281
Smith, Moore & Co
Missouri
$429K +$5.52K +144 +1%
GIA
282
Guyasuta Investment Advisors
Pennsylvania
$429K – – –
FAIM
283
Financial Advocates Investment Management
Washington
$426K -$2.95K -77 -0.7%
DI
284
DFPG Investments
Utah
$420K +$399K +10,410 New
CF
285
Convergence Financial
Missouri
$416K +$22.1K +578 +6%
PAS
286
Park Avenue Securities
New York
$415K +$12.5K +325 +3%
CMS
287
Capital Market Strategies
Florida
$411K +$2.45K +64 +0.6%
SAM
288
SignalPoint Asset Management
Missouri
$410K -$115 -3 -0%
IWN
289
Independent Wealth Network
Iowa
$410K -$41.4K -1,080 -10%
GFA
290
Gallagher Fiduciary Advisors
Illinois
$409K +$388K +10,137 New
SFG
291
Sovereign Financial Group
Connecticut
$408K -$7.05K -184 -2%
MCC
292
Money Concepts Capital
Florida
$401K +$756K +19,732 +202%
AFAS
293
Acorn Financial Advisory Services
Virginia
$398K +$13.2K +345 +4%
XF
294
XML Financial
Maryland
$394K +$17.2K +450 +5%
MSFS
295
Main Street Financial Solutions
Pennsylvania
$390K +$371K +9,679 New
VCM
296
Vivaldi Capital Management
Illinois
$390K – – –
USCWA
297
U.S. Capital Wealth Advisors
Texas
$390K +$155K +4,054 +72%
IA
298
Insight Advisors
Pennsylvania
$389K -$40.3K -1,052 -10%
SIAS
299
Summit Investment Advisory Services
Minnesota
$388K -$1.65K -43 -0.4%
GLA
300
Good Life Advisors
Pennsylvania
$385K -$342K -8,912 -48%
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