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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
RJT
276
Raymond James Trust
Florida
$342K -$168K -3,742 -34%
HWM
277
Horizon Wealth Management
Illinois
$341K -$28.2K -628 -8%
WE
278
Wealth Effects
Massachusetts
$341K -$195K -4,350 -38%
AWM
279
Avior Wealth Management
Nebraska
$339K -$191K -4,244 -37%
CL
280
Choreo LLC
Illinois
$338K -$12.6K -281 -4%
BCM
281
Bayesian Capital Management
New York
$337K -$1.47M -32,800 -82%
LSIA
282
LaSalle St. Investment Advisors
Illinois
$328K +$50.2K +1,116 +19%
CT
283
Clearstead Trust
Maine
$322K – – –
SFC
284
Swisher Financial Concepts
Ohio
$322K -$1.74M -38,736 -84%
MAM
285
Madison Asset Management
Wisconsin
$320K – – –
HWMC
286
Heritage Wealth Management (California)
California
$318K +$6.38K +142 +2%
ACS
287
Archford Capital Strategies
Illinois
$313K -$45 -1 -0%
TC
288
Trilogy Capital
California
$312K -$97.2K -2,162 -25%
SI
289
Saxon Interests
Texas
$310K +$18.8K +419 +7%
GRP
290
Global Retirement Partners
California
$309K -$57.4K -1,277 -16%
DMIC
291
Dixon Mitchell Investment Counsel
British Columbia, Canada
$306K – – –
AFP
292
Ausdal Financial Partners
Iowa
$305K -$1.36M -30,362 -83%
CA
293
Claro Advisors
Massachusetts
$303K -$41.7K -928 -13%
GFPC
294
Global Financial Private Client
Florida
$299K +$188K +4,194 +200%
PWP
295
Phillips Wealth Planners
Mississippi
$298K -$14.2K -317 -5%
AF
296
Advisornet Financial
Minnesota
$295K -$61.5K -1,368 -18%
HWMO
297
Heritage Wealth Management (Ohio)
Ohio
$294K -$5.39K -120 -2%
PCIA
298
Prime Capital Investment Advisors
Kansas
$292K -$48.4K -1,078 -15%
BPA
299
Beacon Pointe Advisors
California
$290K -$629 -14 -0.2%
FAIM
300
Financial Advocates Investment Management
Washington
$283K -$32.8K -729 -11%
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