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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
351
Sequoia Financial Advisors
Ohio
$315K -$87.4K -1,963 -19%
CWM
352
Collaborative Wealth Management
Florida
$315K +$27.7K +622 +8%
RWP
353
Revolve Wealth Partners
New Jersey
$314K -$31.7K -712 -8%
PAS
354
Park Avenue Securities
New York
$310K +$13.3K +299 +4%
SCM
355
SOL Capital Management
Maryland
$303K -$43.9K -985 -11%
SDH
356
Sloy Dahl & Holst
Washington
$303K +$11.7K +262 +3%
AMCA
357
Arthur M. Cohen & Associates
Illinois
$302K +$4.01K +90 +1%
FP
358
Financial Perspectives
Minnesota
$300K +$2.14K +48 +0.6%
CG
359
Cutler Group
California
$298K -$9.24M -207,471 -96%
SBIA
360
Sheaff Brock Investment Advisors
Indiana
$297K – – –
IIA
361
IPG Investment Advisors
California
$296K -$73.2K -1,645 -17%
CG
362
Caprock Group
Idaho
$293K -$643K -14,448 -65%
SG
363
Somerset Group
Minnesota
$292K -$223 -5 -0.1%
HWM
364
HB Wealth Management
Georgia
$291K -$49.9K -1,120 -13%
RC
365
RegentAtlantic Capital
New Jersey
$291K +$65K +1,459 +23%
S
366
SignatureFD
Georgia
$291K +$134K +3,021 +64%
FW
367
FirstPurpose Wealth
Utah
$283K – – –
TI
368
Truepoint Inc
Ohio
$283K – – –
WWA
369
WCG Wealth Advisors
Nevada
$283K +$22.9K +515 +8%
AIA
370
Alera Investment Advisors
Illinois
$280K -$7.21K -162 -2%
BJL
371
Brighton Jones LLC
Washington
$278K +$3.07K +69 +0.9%
BA
372
Ballew Advisors
Mississippi
$277K +$102K +2,295 +43%
LGA
373
Lebenthal Global Advisors
New York
$275K +$12.9K +290 +4%
TCOV
374
Trust Company of Vermont
Vermont
$272K -$21.5K -482 -6%
HG
375
Herbst Group
Connecticut
$271K -$445 -10 -0.1%
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