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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
301
Stablepoint Partners
Massachusetts
$414K -$8.7K -105 -2%
DAM
302
DLD Asset Management
New York
$414K +$445K +5,378 New
SFG
303
Sovereign Financial Group
Connecticut
$410K -$42.5K -513 -9%
WP
304
WealthShield Partners
North Carolina
$409K +$1.32K +16 +0.3%
WIA
305
World Investment Advisors
California
$406K +$109K +1,320 +33%
VCM
306
Vivaldi Capital Management
Illinois
$401K – – –
CF
307
Carlson Financial
Oregon
$400K +$431K +5,202 New
CCC
308
Compass Capital Corp
Massachusetts
$400K +$39.7K +479 +9%
GAA
309
Global Assets Advisory
Florida
$395K -$20.4K -246 -5%
TCM
310
Triumph Capital Management
Colorado
$392K +$145K +1,753 +52%
LSIA
311
LaSalle St. Investment Advisors
Illinois
$392K +$166 +2 +0%
PAS
312
Park Avenue Securities
New York
$388K +$64K +773 +18%
LCM
313
LuminArx Capital Management
New York
$385K +$414K +5,000 New
IWN
314
Independent Wealth Network
Iowa
$378K -$24.9K -301 -6%
PFA
315
Perryman Financial Advisory
Texas
$376K +$405K +4,886 New
CA
316
Clearstead Advisors
Ohio
$376K +$4.64K +56 +1%
BCA
317
Bay Colony Advisors
Massachusetts
$375K – – –
PS
318
Principal Securities
Iowa
$373K +$6.13K +74 +2%
SPWG
319
Syntegra Private Wealth Group
Missouri
$372K – – –
HWMC
320
Heritage Wealth Management (California)
California
$368K -$8.37K -101 -2%
VA
321
VestGen Advisors
Illinois
$366K +$394K +4,762 New
GS
322
GTS Securities
Florida
$365K +$393K +4,747 New
EFS
323
Essex Financial Services
Connecticut
$365K -$1.91K -23 -0.5%
ACS
324
Archford Capital Strategies
Illinois
$364K +$1.74K +21 +0.4%
ACM
325
AlphaStar Capital Management
North Carolina
$364K -$17.6K -212 -4%
11 12
13
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