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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
CCC
326
Compass Capital Corp
Massachusetts
$412K +$115K +1,506 +43%
EFS
327
Essex Financial Services
Connecticut
$412K -$4.36K -57 -1%
ACS
328
Archford Capital Strategies
Illinois
$407K -$7.49K -98 -2%
VWA
329
Visionary Wealth Advisors
Illinois
$402K +$82.9K +1,084 +30%
DA
330
Doliver Advisors
Texas
$402K -$33.1K -433 -9%
OCM
331
One Capital Management
California
$400K -$21.6K -282 -6%
SAI
332
Savvy Advisors Inc
New York
$396K +$104K +1,357 +42%
WE
333
Wealth Effects
Massachusetts
$392K +$16.7K +218 +5%
OAS
334
Optivise Advisory Services
Tennessee
$390K +$11.8K +155 +4%
CWM
335
Collaborative Wealth Management
Florida
$390K -$5.89K -77 -2%
AF
336
Advisornet Financial
Minnesota
$387K -$10.4K -136 -3%
IC
337
IEQ Capital
California
$387K -$15.7K -206 -4%
OPW
338
Oxler Private Wealth
New York
$386K -$764 -10 -0.2%
AWM
339
Adams Wealth Management
Utah
$383K +$339K +4,433 New
CI
340
CacheTech Inc
Utah
$383K +$339K +4,433 New
CWM
341
CarsonAllaria Wealth Management
Illinois
$379K -$4.05K -53 -1%
GWANC
342
Guardian Wealth Advisors (North Carolina)
North Carolina
$378K +$3.59K +47 +1%
MAMG
343
Milestone Asset Management Group
Connecticut
$376K +$23.3K +305 +8%
SMA
344
Seven Mile Advisory
New Jersey
$374K – – –
PA
345
Parallel Advisors
California
$374K -$33.9K -444 -9%
PP
346
PDS Planning
Ohio
$370K – – –
BW
347
BIP Wealth
Georgia
$369K +$327K +4,278 New
PAS
348
Park Avenue Securities
New York
$369K +$327K +4,272 New
PCIA
349
Prime Capital Investment Advisors
Kansas
$369K +$10.6K +139 +3%
FPL
350
Fortress Private Ledger
North Carolina
$367K -$82.6K -1,080 -20%
12 13
14
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