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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
LFGO
326
Legacy Financial Group (Oklahoma)
Oklahoma
$422K – – –
BA
327
Ballew Advisors
Mississippi
$421K +$293 +6 +0.1%
AA
328
AlphaQ Advisors
Florida
$418K -$82.5K -1,691 -17%
CCM
329
Chiron Capital Management
Florida
$417K -$24.4K -500 -6%
VCM
330
Vivaldi Capital Management
Illinois
$415K +$1.76K +36 +0.4%
NAM
331
NTV Asset Management
West Virginia
$409K – – –
HWM
332
HB Wealth Management
Georgia
$405K -$27.2K -557 -6%
LSIA
333
LaSalle St. Investment Advisors
Illinois
$405K -$2.73K -56 -0.7%
TC
334
Trust Company
Kansas
$403K -$244 -5 -0.1%
KCIC
335
Kuhn & Co Investment Counsel
Illinois
$401K – – –
HWMC
336
Heritage Wealth Management (California)
California
$394K -$19.4K -398 -5%
PCS
337
Personal CFO Solutions
New Jersey
$393K -$13.2K -270 -3%
HWM
338
Horizon Wealth Management
Illinois
$391K -$20.1K -412 -5%
WAG
339
Winthrop Advisory Group
Massachusetts
$389K -$102K -2,099 -21%
AF
340
Advisornet Financial
Minnesota
$385K -$175K -3,579 -32%
BFWM
341
Bright Futures Wealth Management
New York
$385K +$427K +8,751 New
CWP
342
Cyndeo Wealth Partners
Florida
$385K +$375K +7,680 New
EWM
343
Elevatus Welath Management
New York
$383K +$373K +7,640 New
CWM
344
Collaborative Wealth Management
Florida
$380K -$8.1K -166 -2%
OPW
345
Oxler Private Wealth
New York
$378K -$89.3K -1,831 -20%
CA
346
Claro Advisors
Massachusetts
$376K -$12.5K -256 -3%
DA
347
Doliver Advisors
Texas
$368K -$52.3K -1,072 -13%
MAM
348
Milestone Asset Management
Pennsylvania
$368K -$178K -3,648 -33%
CFP
349
Curran Financial Partners
South Carolina
$366K -$20.9K -428 -6%
TPWA
350
Twin Peaks Wealth Advisors
California
$354K -$4.83K -99 -1%
12 13
14
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