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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
301
Global Retirement Partners
California
$342K +$87.2K +1,952 +34%
CWP
302
Cyndeo Wealth Partners
Florida
$341K +$3.53K +79 +1%
HFA
303
Highland Financial Advisors
New Jersey
$340K -$271K -6,076 -44%
CWM
304
Collaborative Wealth Management
Florida
$340K +$6.12K +137 +2%
CL
305
Choreo LLC
Illinois
$338K +$339K +7,599 New
IA
306
Insight Advisors
Pennsylvania
$335K -$35.8K -802 -10%
AFAS
307
Acorn Financial Advisory Services
Virginia
$335K -$55.8K -1,250 -14%
AF
308
Advisornet Financial
Minnesota
$333K -$4.91K -110 -1%
BFA
309
Beacon Financial Advisory
Ohio
$332K +$76.1K +1,704 +29%
FPAS
310
Focus Partners Advisor Solutions
Missouri
$330K -$58.2K -1,302 -15%
DI
311
Diligent Investors
California
$330K -$51.4K -1,150 -13%
OPW
312
Oxler Private Wealth
New York
$328K -$3.57K -80 -1%
CA
313
Claro Advisors
Massachusetts
$321K -$8.93K -200 -3%
MCM
314
MAI Capital Management
Ohio
$319K -$83K -1,859 -20%
PCIA
315
Prime Capital Investment Advisors
Kansas
$318K -$66.3K -1,484 -17%
KFC
316
Klingenstein Fields & Co
New York
$311K -$11.7M -261,515 -97%
IWN
317
Independent Wealth Network
Iowa
$305K +$5.23K +117 +2%
PWP
318
Phillips Wealth Planners
Mississippi
$302K – – –
BP
319
Ballentine Partners
Massachusetts
$299K +$304K +6,814 New
CT
320
Clearstead Trust
Maine
$298K – – –
GS
321
GTS Securities
Florida
$297K -$3.28M -73,400 -92%
SI
322
SimpliFi Inc
California
$296K +$42K +941 +16%
MAM
323
Madison Asset Management
Wisconsin
$296K – – –
FAIM
324
Financial Advocates Investment Management
Washington
$294K -$89.3K -2,000 -23%
CF
325
Centaurus Financial
California
$291K -$109K -2,438 -27%
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