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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
301
Allworth Financial
California
$1.34M +$794K +6,598 +119%
TPWA
302
TRUE Private Wealth Advisors
Oregon
$1.34M -$631K -5,240 -30%
FP
303
Financial Perspectives
Minnesota
$1.34M +$3.01K +25 +0.2%
SFG
304
Sovereign Financial Group
Connecticut
$1.23M +$361 +3 +0%
FFWM
305
Future Financial Wealth Management
Ohio
$1.22M – – –
CA
306
Claro Advisors
Massachusetts
$1.21M +$79.7K +662 +6%
BRG
307
Bay Rivers Group
Virginia
$1.21M +$25.9K +215 +2%
SWM
308
Sanctuary Wealth Management
Idaho
$1.19M -$78.5K -652 -6%
SWA
309
Sightline Wealth Advisors
Connecticut
$1.19M -$34.7K -288 -3%
MP
310
McDonald Partners
Ohio
$1.18M +$24.1K +200 +2%
AMCA
311
Arthur M. Cohen & Associates
Illinois
$1.18M +$10.2K +85 +0.8%
FHC
312
First Heartland Consultants
Missouri
$1.16M -$53K -440 -4%
SWP
313
Summit Wealth Partners
Florida
$1.15M -$91.6K -761 -7%
MPCG
314
Matrix Private Capital Group
New York
$1.14M +$83.1K +690 +7%
BBA
315
Braun-Bostich & Associates
Pennsylvania
$1.12M +$5.06K +42 +0.4%
TPA
316
Trivium Point Advisory
Connecticut
$1.12M +$294K +2,441 +32%
LWP
317
Legacy Wealth Planning
Nevada
$1.12M +$43.3K +360 +4%
TCOV
318
Trust Company of Vermont
Vermont
$1.12M -$417K -3,462 -26%
VCM
319
Vivaldi Capital Management
Illinois
$1.11M -$9.75K -81 -0.8%
CSPIA
320
Cary Street Partners Investment Advisory
Virginia
$1.11M -$55.9K -464 -4%
AWCI
321
Alpine Woods Capital Investors
New York
$1.1M – – –
AA
322
ACT Advisors
North Carolina
$1.08M -$28.5K -237 -2%
HR
323
Hayden Royal
North Carolina
$1.07M +$35.2K +292 +3%
SMC
324
Smith, Moore & Co
Missouri
$1.06M -$272K -2,259 -19%
MWM
325
Meridian Wealth Management
Kentucky
$1.06M +$88.2K +733 +8%
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