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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
351
Perennial Investment Advisors
California
$246K -$1.32K -30 -0.5%
CMI
352
Clare Market Investments
Texas
$245K -$39.8K -903 -13%
PWP
353
Phillips Wealth Planners
Mississippi
$243K – – –
SW
354
SlateStone Wealth
Florida
$235K -$30.9K -700 -11%
MLIC
355
Mandatum Life Insurance Company
Finland
$234K – – –
BTWM
356
Baker Tilly Wealth Management
Wisconsin
$233K -$39.1K -887 -13%
ML
357
McAdam LLC
Pennsylvania
$233K +$27.7K +628 +12%
PA
358
Procyon Advisors
Connecticut
$233K -$41.2K -934 -14%
GWANC
359
Guardian Wealth Advisors (North Carolina)
North Carolina
$233K +$3.22K +73 +1%
CCM
360
Chilton Capital Management
Texas
$232K +$258K +5,842 New
MG
361
Marex Group
$232K – – –
MA
362
MONECO Advisors
Connecticut
$232K -$37.9K -860 -13%
RG
363
Rathbones Group
United Kingdom
$231K +$256K +5,815 New
LFP
364
Leeward Financial Partners
Washington
$229K -$485 -11 -0.2%
SI
365
SimpliFi Inc
California
$226K -$3.44K -78 -1%
SW
366
SteelPeak Wealth
California
$226K -$163K -3,689 -39%
SEIA
367
Signature Estate & Investment Advisors
California
$226K +$6.39K +145 +3%
RA
368
Ruggaard & Associates
Ohio
$226K – – –
FP
369
Financial Perspectives
Minnesota
$226K -$44 -1 -0%
PIN
370
Prudent Investors Network
California
$226K -$10.4K -236 -4%
NFG
371
Nations Financial Group
Iowa
$225K -$63.2K -1,433 -20%
FHA
372
Flagship Harbor Advisors
Massachusetts
$224K -$14.8K -336 -6%
MGIA
373
Moneta Group Investment Advisors
Missouri
$223K -$9.3K -211 -4%
LSIA
374
LaSalle St. Investment Advisors
Illinois
$215K +$240K +5,433 New
EFS
375
Essex Financial Services
Connecticut
$213K -$485 -11 -0.2%
13 14
15
16 17