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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
326
Revolve Wealth Partners
New Jersey
$335K – – –
SDH
327
Sloy Dahl & Holst
Washington
$329K +$19.9K +519 +7%
PCS
328
Personal CFO Solutions
New Jersey
$328K +$17.1K +445 +6%
BTWM
329
Baker Tilly Wealth Management
Wisconsin
$328K -$264K -6,890 -46%
CWM
330
Collaborative Wealth Management
Florida
$326K -$9.89K -258 -3%
FHC
331
First Heartland Consultants
Missouri
$326K +$3.1K +81 +1%
MFS
332
Mirabella Financial Services
United Kingdom
$319K +$303K +7,900 New
HFM
333
Harvest Fund Management
China
$318K -$189K -4,937 -38%
AWA
334
Arete Wealth Advisors
Illinois
$317K +$23.8K +620 +9%
SBIA
335
Sheaff Brock Investment Advisors
Indiana
$315K – – –
SW
336
SlateStone Wealth
Florida
$315K – – –
TSS
337
Two Sigma Securities
New York
$311K +$296K +7,716 New
AWM
338
Apollon Wealth Management
South Carolina
$311K +$34.1K +890 +13%
FPAS
339
Focus Partners Advisor Solutions
Missouri
$309K +$14.4K +376 +5%
CFP
340
Curran Financial Partners
South Carolina
$303K -$41.2K -1,076 -13%
UCFA
341
United Capital Financial Advisors
Texas
$302K -$76K -1,982 -21%
LGA
342
Lebenthal Global Advisors
New York
$302K +$286K +7,474 New
MGIA
343
Moneta Group Investment Advisors
Missouri
$300K -$175K -4,560 -38%
NFG
344
Nations Financial Group
Iowa
$299K -$34.7K -906 -11%
DI
345
Diligent Investors
California
$291K +$14.8K +387 +6%
CMI
346
Clare Market Investments
Texas
$291K +$13.7K +358 +5%
SCM
347
SOL Capital Management
Maryland
$290K – – –
WEG
348
World Equity Group
Illinois
$290K +$651K +17,001 New
AIA
349
Alera Investment Advisors
Illinois
$286K -$7.28K -190 -3%
IA
350
IFG Advisory
Georgia
$285K +$271K +7,071 New
12 13
14
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