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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
301
Calamos Wealth Management
Illinois
$848K -$51.4K -729 -5%
SMC
302
Smith, Moore & Co
Missouri
$835K -$64.8K -918 -7%
SM
303
SG3 Management
Puerto Rico
$829K +$529K +7,500 +150%
FHA
304
Flagship Harbor Advisors
Massachusetts
$824K -$881K -12,487 -50%
OIA
305
OneDigital Investment Advisors
Kansas
$820K -$2.53M -35,862 -74%
MTIC
306
Missouri Trust & Investment Company
Missouri
$816K +$43K +610 +5%
BFA
307
Brendel Financial Advisors
New Hampshire
$813K +$865K +12,257 New
ZIG
308
Zuckerman Investment Group
Illinois
$812K – – –
CMI
309
Clare Market Investments
Texas
$803K -$6.77K -96 -0.8%
PWM
310
Provident Wealth Management
Tennessee
$802K -$42.4K -601 -5%
MCC
311
Money Concepts Capital
Florida
$790K -$1.87M -26,436 -69%
SWM
312
Sanctuary Wealth Management
Idaho
$777K +$12.6K +178 +2%
SWP
313
Summit Wealth Partners
Florida
$775K +$303K +4,294 +58%
SFG
314
Sovereign Financial Group
Connecticut
$772K -$4.52K -64 -0.5%
SSWM
315
Sheets Smith Wealth Management
North Carolina
$769K +$332K +4,701 +68%
AGA
316
Arkos Global Advisors
Texas
$767K -$263K -3,728 -24%
PFO
317
Pathstone Family Office
New Jersey
$766K -$1.15M -16,274 -58%
AWA
318
Arete Wealth Advisors
Illinois
$758K +$81.5K +1,155 +11%
AIM
319
Allen Investment Management
New York
$758K +$807K +11,437 New
GKWIM
320
Gerber Kawasaki Wealth & Investment Management
California
$746K -$2.06M -29,227 -72%
SWA
321
Sightline Wealth Advisors
Connecticut
$743K +$54.4K +771 +7%
SBIA
322
Sheaff Brock Investment Advisors
Indiana
$733K +$393K +5,573 +101%
CBFP
323
Cedar Brook Financial Partners
Ohio
$732K -$230K -3,259 -23%
CBT
324
CoreFirst Bank & Trust
Kansas
$731K +$166K +2,351 +27%
CF
325
Centaurus Financial
California
$730K -$513K -7,270 -40%
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