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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
LGA
326
Lebenthal Global Advisors
New York
$332K +$2.31K +58 +0.8%
AWM
327
Apollon Wealth Management
South Carolina
$331K -$7.99K -201 -3%
DI
328
Diligent Investors
California
$321K +$1.99K +50 +0.7%
PSF
329
Pacific Sun Financial
California
$321K +$316K +7,955 New
S
330
SignatureFD
Georgia
$320K +$138K +3,474 +92%
FPAS
331
Focus Partners Advisor Solutions
Missouri
$318K -$18.3K -460 -6%
SCM
332
SOL Capital Management
Maryland
$318K – – –
NFG
333
Nations Financial Group
Iowa
$314K -$11.4K -288 -4%
CMI
334
Clare Market Investments
Texas
$313K -$5.64K -142 -2%
SWM
335
SFG Wealth Management
Maryland
$311K – – –
DMIC
336
Dixon Mitchell Investment Counsel
British Columbia, Canada
$306K – – –
UCFA
337
United Capital Financial Advisors
Texas
$303K -$24.8K -624 -8%
PA
338
Procyon Advisors
Connecticut
$300K +$10.5K +265 +4%
BTWM
339
Baker Tilly Wealth Management
Wisconsin
$299K -$54.1K -1,360 -17%
MA
340
MONECO Advisors
Connecticut
$296K -$4.13K -104 -2%
PMFA
341
Plante Moran Financial Advisors
Michigan
$296K – – –
CG
342
Caprock Group
Idaho
$295K +$29.1K +731 +12%
GAA
343
Global Assets Advisory
Florida
$294K -$4.77K -120 -2%
PWP
344
Phillips Wealth Planners
Mississippi
$293K +$5.53K +139 +2%
MOS
345
MGO One Seven
Ohio
$292K -$112K -2,826 -30%
SW
346
SlateStone Wealth
Florida
$292K -$47.1K -1,184 -15%
GFA
347
Gallagher Fiduciary Advisors
Illinois
$292K -$140K -3,531 -35%
IIC
348
Integrated Investment Consultants
Michigan
$291K +$14.5K +366 +6%
AWA
349
Arete Wealth Advisors
Illinois
$285K -$55.5K -1,396 -18%
TC
350
TownSquare Capital
Utah
$281K +$30.8K +774 +14%
12 13
14
15 16