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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
351
Claro Advisors
Massachusetts
$406K -$74.1K -1,712 -18%
MCM
352
MAI Capital Management
Ohio
$403K -$37.7K -870 -10%
NFSG
353
Newbridge Financial Services Group
Florida
$395K -$11.9K -274 -4%
IWN
354
Independent Wealth Network
Iowa
$393K +$1.69K +39 +0.5%
MSAM
355
Moloney Securities Asset Management
Missouri
$389K -$24.2K -558 -7%
SWM
356
Sculati Wealth Management
Michigan
$386K -$36.1K -833 -10%
QWM
357
Quadcap Wealth Management
Texas
$385K +$318K +7,346 New
GWANC
358
Guardian Wealth Advisors (North Carolina)
North Carolina
$384K +$63.7K +1,472 +25%
MTIM
359
Marathon Trading Investment Management
Pennsylvania
$382K +$96.8K +2,237 +44%
CAS
360
CTC Alternative Strategies
Illinois
$377K +$312K +7,200 New
S
361
SignatureFD
Georgia
$377K -$12.9K -298 -4%
TPWA
362
Twin Peaks Wealth Advisors
California
$376K +$311K +7,176 New
ACS
363
Archford Capital Strategies
Illinois
$375K -$495K -11,444 -62%
SWM
364
SeaCrest Wealth Management
New York
$372K -$38K -877 -10%
LGA
365
Lebenthal Global Advisors
New York
$367K -$22.4K -518 -7%
CBA
366
Coastal Bridge Advisors
Connecticut
$365K -$238K -5,491 -44%
CFP
367
Curran Financial Partners
South Carolina
$358K -$27.4K -632 -8%
SBIA
368
Sheaff Brock Investment Advisors
Indiana
$357K -$43.3K -1,000 -13%
CT
369
Clearstead Trust
Maine
$355K +$80.1K +1,850 +38%
PSF
370
Pacific Sun Financial
California
$354K -$16.3K -376 -5%
MAM
371
Madison Asset Management
Wisconsin
$352K – – –
FPAS
372
Focus Partners Advisor Solutions
Missouri
$352K -$40.9K -945 -12%
SWA
373
SOA Wealth Advisors
New York
$347K -$55.9K -1,292 -16%
CG
374
Caprock Group
Idaho
$347K -$2.64K -61 -0.9%
PS
375
Principal Securities
Iowa
$343K +$284K +6,555 New
13 14
15
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