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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
VAS
326
Vestmark Advisory Solutions
Massachusetts
$397K +$85.1K +1,788 +22%
VCM
327
Vivaldi Capital Management
Illinois
$396K – – –
GKWIM
328
Gerber Kawasaki Wealth & Investment Management
California
$388K -$72.3K -1,518 -13%
USCWA
329
U.S. Capital Wealth Advisors
Texas
$384K -$247K -5,190 -35%
OPW
330
Oxler Private Wealth
New York
$381K – – –
TSS
331
Two Sigma Securities
New York
$380K +$206K +4,325 +83%
HWM
332
Horizon Wealth Management
Illinois
$378K -$4.76K -100 -1%
IIA
333
IPG Investment Advisors
California
$378K +$23.8K +500 +6%
SLT
334
St Louis Trust
Missouri
$376K – – –
GRP
335
Global Retirement Partners
California
$376K +$25.1K +528 +6%
PSP
336
Principal Street Partners
Tennessee
$372K – – –
JIP
337
Jaffetilchin Investment Partners
Florida
$369K – – –
AFAS
338
Acorn Financial Advisory Services
Virginia
$367K +$35.3K +741 +9%
PWA
339
Phoenix Wealth Advisors
North Carolina
$365K +$7.04K +148 +2%
CF
340
Convergence Financial
Missouri
$365K +$93.4K +1,962 +27%
MSAM
341
Moloney Securities Asset Management
Missouri
$363K +$31.2K +656 +8%
MTIM
342
Marathon Trading Investment Management
Pennsylvania
$363K +$433K +9,100 New
FHC
343
First Heartland Consultants
Missouri
$362K -$35.8K -753 -8%
SW
344
SlateStone Wealth
Florida
$362K -$30.2K -634 -7%
RWP
345
Revolve Wealth Partners
New Jersey
$361K +$44.1K +927 +11%
SCM
346
SOL Capital Management
Maryland
$360K +$212K +4,462 +98%
TC
347
Trust Company
Kansas
$353K -$2.95K -62 -0.7%
HWM
348
HB Wealth Management
Georgia
$352K -$987K -20,734 -70%
SWM
349
Sculati Wealth Management
Michigan
$345K +$76.6K +1,610 +23%
KFP
350
KB Financial Partners
New Jersey
$338K +$1.38K +29 +0.3%
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