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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
276
Rodgers & Associates
Pennsylvania
$626K -$43 -1 -0%
CWA
277
Clarus Wealth Advisors
Arizona
$619K +$587K +13,556 New
MP
278
McDonald Partners
Ohio
$619K -$443K -10,230 -46%
AAS
279
Ameritas Advisory Services
Nebraska
$613K -$73.9K -1,708 -12%
TLA
280
Tanglewood Legacy Advisors
Texas
$602K -$72.3K -1,670 -13%
IAN
281
Integrated Advisors Network
Texas
$601K +$272K +6,281 +121%
KP
282
Keel Point
Alabama
$596K – – –
RRWA
283
Rainey & Randall Wealth Advisors
Florida
$591K +$109K +2,515 +29%
AF
284
Advisornet Financial
Minnesota
$590K -$15.1K -348 -3%
HA
285
Hanover Advisors
South Carolina
$589K +$487K +11,251 New
SFG
286
Sovereign Financial Group
Connecticut
$578K +$16.4K +378 +4%
EIP
287
Easterly Investment Partners
Massachusetts
$576K – – –
MAM
288
Milestone Asset Management
Pennsylvania
$576K +$14.2K +328 +3%
RIA
289
Realta Investment Advisors
Delaware
$576K -$258K -5,955 -35%
BCM
290
Bayesian Capital Management
New York
$566K -$2.64M -61,000 -85%
PWP
291
Pursue Wealth Partners
California
$561K -$195K -4,500 -30%
SSA
292
Schonfeld Strategic Advisors
New York
$555K +$459K +10,600 New
HFRG
293
Houlihan Financial Resource Group
Virginia
$552K -$39K -900 -8%
CF
294
Convergence Financial
Missouri
$544K – – –
SIAS
295
Summit Investment Advisory Services
Minnesota
$537K +$29.4K +680 +7%
CP
296
Camelot Portfolios
Ohio
$531K +$439K +10,133 New
AA
297
AlphaQ Advisors
Florida
$525K +$434K +10,030 New
DI
298
DFPG Investments
Utah
$525K +$17K +392 +4%
GC
299
Gruss & Co
Florida
$524K +$433K +10,000 New
KWA
300
Kingswood Wealth Advisors
California
$522K +$432K +9,970 New
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12
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