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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
326
Madison Asset Management
Wisconsin
$345K -$34.7K -648 -10%
MIA
327
Madison Investment Advisors
Wisconsin
$345K +$326K +6,082 New
HWMC
328
Heritage Wealth Management (California)
California
$344K -$33.4K -623 -9%
CAWM
329
Capital A Wealth Management
Pennsylvania
$339K +$320K +5,980 New
CWP
330
Cyndeo Wealth Partners
Florida
$331K -$2.84K -53 -0.9%
WE
331
Wealth Effects
Massachusetts
$329K -$73.7K -1,375 -19%
CA
332
Claro Advisors
Massachusetts
$325K -$34.8K -650 -10%
DA
333
Doliver Advisors
Texas
$324K -$6.05K -113 -2%
FAIM
334
Financial Advocates Investment Management
Washington
$324K -$13.5K -252 -4%
IIA
335
IPG Investment Advisors
California
$319K +$301K +5,611 New
AAS
336
Ameritas Advisory Services
Nebraska
$318K -$148K -2,769 -33%
QWM
337
Quadcap Wealth Management
Texas
$317K -$4.55K -85 -1%
NCFG
338
New Century Financial Group
New Jersey
$313K -$3.27K -61 -1%
SI
339
SimpliFi Inc
California
$312K – – –
RPC
340
Rossmore Private Capital
Connecticut
$311K – – –
RA
341
Ruggaard & Associates
Ohio
$310K – – –
AI
342
Atom Investors
Texas
$310K +$292K +5,454 New
SI
343
Saxon Interests
Texas
$304K -$61.9K -1,156 -18%
PCIA
344
Prime Capital Investment Advisors
Kansas
$301K -$45.2K -844 -14%
FOR
345
Family Office Research
Maryland
$301K +$284K +5,294 New
IF
346
Intrua Financial
Texas
$300K -$138K -2,585 -33%
NWA
347
Navis Wealth Advisors
New York
$300K -$26.6K -497 -9%
CA
348
Clearstead Advisors
Ohio
$295K -$8.79K -164 -3%
SOS
349
Silver Oak Securities
Tennessee
$295K +$274K +5,119 New
CG
350
Caprock Group
Idaho
$293K +$277K +5,169 New
12 13
14
15 16