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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
351
Rikoon Group
New Mexico
$1.19M +$127K +939 +10%
CBA
352
Coastal Bridge Advisors
Connecticut
$1.19M +$727K +5,373 +119%
CF
353
Centaurus Financial
California
$1.18M +$540K +3,988 +68%
CA
354
Claro Advisors
Massachusetts
$1.18M -$288K -2,127 -18%
DY
355
Dowling & Yahnke
California
$1.18M +$920K +6,802 +224%
TPA
356
Trivium Point Advisory
Connecticut
$1.18M -$915K -6,759 -41%
MPCG
357
Matrix Private Capital Group
New York
$1.18M -$71.4K -528 -5%
AWM
358
Activest Wealth Management
Florida
$1.18M +$1.32M +9,769 New
AF
359
Advisornet Financial
Minnesota
$1.17M +$206K +1,524 +19%
LWP
360
Legacy Wealth Planning
Nevada
$1.15M +$221K +1,631 +21%
ACA
361
Aptus Capital Advisors
Alabama
$1.15M +$81.9K +605 +7%
FWP
362
FAS Wealth Partners
Kansas
$1.13M +$148K +1,094 +13%
SWM
363
Sanctuary Wealth Management
Idaho
$1.11M -$4.16M -30,776 -77%
BSW
364
Buckingham Strategic Wealth
Missouri
$1.11M +$63.7K +471 +5%
CAGAS
365
Capital Advisory Group Advisory Services
Minnesota
$1.11M +$1.24M +9,149 +8,550%
BRG
366
Bay Rivers Group
Virginia
$1.09M +$1.23M +9,106 New
FHC
367
First Heartland Consultants
Missouri
$1.08M +$1.22M +9,004 New
VCM
368
Vivaldi Capital Management
Illinois
$1.08M +$1.4M +10,357 New
WAP
369
Wealthcare Advisory Partners
Pennsylvania
$1.07M +$393K +2,907 +48%
AFAS
370
Acorn Financial Advisory Services
Virginia
$1.06M +$278K +2,055 +30%
KOC
371
Koss-Olinger Consulting
Florida
$1.06M +$1.19M +8,800 New
SMC
372
Smith, Moore & Co
Missouri
$1.05M -$1.7M -12,595 -59%
WWMSC
373
Wagner Wealth Management (South Carolina)
South Carolina
$1.05M +$73.2K +541 +7%
BFA
374
Beaumont Financial Advisors
Massachusetts
$1.04M -$13.2M -97,617 -92%
MWM
375
Meridian Wealth Management
Kentucky
$1.04M +$220K +1,624 +23%
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15
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