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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
351
CX Institutional
Indiana
$318K +$22.8K +275 +7%
SFS
352
Sowell Financial Services
Arkansas
$316K +$115K +1,394 +51%
WAAG
353
Wealth Alliance Advisory Group
Kansas
$314K – – –
ICP
354
Interchange Capital Partners
Pennsylvania
$312K -$15.1K -182 -4%
KF
355
Krilogy Financial
Missouri
$308K +$1.99K +24 +0.6%
KCIC
356
Kuhn & Co Investment Counsel
Illinois
$308K +$331K +4,000 New
HAG
357
HighPoint Advisor Group
Illinois
$303K +$326K +3,940 New
IA
358
Integrity Alliance
Iowa
$302K +$56.6K +683 +21%
RPGNY
359
Retirement Planning Group (New York)
New York
$301K +$24.4K +295 +8%
TP
360
Thayer Partners
Pennsylvania
$300K +$323K +3,900 New
PP
361
PDS Planning
Ohio
$296K -$36.8K -444 -10%
OFS
362
OneAscent Financial Services
Alabama
$293K +$21.9K +264 +7%
AFG
363
Atomi Financial Group
New York
$293K +$14.7K +177 +5%
PCIA
364
Prime Capital Investment Advisors
Kansas
$293K -$38.5K -465 -11%
CAM
365
Covenant Asset Management
New Jersey
$291K -$1.82K -22 -0.6%
FFO
366
Fiduciary Family Office
Florida
$288K – – –
GSWM
367
Golden State Wealth Management
California
$283K -$1.82K -22 -0.6%
FFS
368
Forge Financial Services
Oklahoma
$282K +$304K +3,665 New
C
369
Certuity
Florida
$282K -$83 -1 -0%
CFG
370
Certior Financial Group
Pennsylvania
$280K – – –
CFB
371
Cullen/Frost Bankers
Texas
$280K – – –
AMG
372
Advisors Management Group
Wisconsin
$278K -$7.04K -85 -2%
CFGSD
373
Compass Financial Group (South Dakota)
South Dakota
$278K – – –
CF
374
Convergence Financial
Missouri
$276K – – –
WANY
375
Wealthspire Advisors (New York)
New York
$274K +$248 +3 +0.1%
13 14
15
16 17