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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
301
Cyndeo Wealth Partners
Florida
$280K -$84.3K -1,875 -24%
CF
302
Centaurus Financial
California
$277K -$35.5K -789 -12%
DA
303
Doliver Advisors
Texas
$277K -$20.5K -456 -7%
NWA
304
Navis Wealth Advisors
New York
$275K -$302K -6,712 -54%
QWM
305
Quadcap Wealth Management
Texas
$270K +$45 +1 +0%
FP
306
Financial Perspectives
Minnesota
$268K -$2.38K -53 -0.9%
GAA
307
Global Assets Advisory
Florida
$266K +$259K +5,758 New
GC
308
Gilbert & Cook
Iowa
$265K +$28.2K +628 +13%
ICP
309
Interchange Capital Partners
Pennsylvania
$263K +$2.11K +47 +0.9%
SI
310
SimpliFi Inc
California
$261K -$55.9K -1,245 -18%
AC
311
Aristides Capital
Kentucky
$261K +$247K +5,500 New
RPC
312
Rossmore Private Capital
Connecticut
$260K – – –
RA
313
Ruggaard & Associates
Ohio
$259K -$3.37K -75 -1%
SMC
314
Smith, Moore & Co
Missouri
$259K -$119K -2,656 -33%
IC
315
IEQ Capital
California
$258K +$244K +5,431 New
CA
316
Clearstead Advisors
Ohio
$255K – – –
QC
317
Quadrature Capital
United Kingdom
$254K -$675K -15,014 -74%
SWP
318
Summit Wealth Partners
Florida
$252K – – –
NCFG
319
New Century Financial Group
New Jersey
$251K -$449 -10 -0.2%
PCS
320
Personal CFO Solutions
New Jersey
$249K -$24.9K -554 -10%
GCM
321
Greenland Capital Management
New York
$246K -$197K -4,378 -46%
FBFS
322
First Business Financial Services
Wisconsin
$240K – – –
VCM
323
Violich Capital Management
California
$238K – – –
LA
324
LexAurum Advisors
Kansas
$238K +$225K +5,002 New
CIA
325
Cladis Investment Advisory
Montana
$238K -$501K -11,150 -69%
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