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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
351
OneAscent Financial Services
Alabama
$266K +$9.5K +128 +3%
PP
352
PDS Planning
Ohio
$266K +$6.31K +85 +2%
TP
353
Thayer Partners
Pennsylvania
$264K – – –
MWM
354
Modern Wealth Management
Kansas
$263K -$128K -1,720 -31%
CI
355
CX Institutional
Indiana
$261K -$20.4K -275 -7%
RPGNY
356
Retirement Planning Group (New York)
New York
$260K -$4.82K -65 -2%
CBU
357
CIBC Bancorp USA
Illinois
$256K +$281K +3,794 New
VCP
358
Verus Capital Partners
Arizona
$254K +$21.9K +295 +9%
FFO
359
Fiduciary Family Office
Florida
$253K – – –
CFB
360
Cullen/Frost Bankers
Texas
$246K – – –
CFG
361
Certior Financial Group
Pennsylvania
$246K -$519 -7 -0.2%
CF
362
Convergence Financial
Missouri
$242K – – –
ICP
363
Interchange Capital Partners
Pennsylvania
$242K +$76.6K +1,032 +25%
WANY
364
Wealthspire Advisors (New York)
New York
$242K +$1.11K +15 +0.4%
AMG
365
Advisors Management Group
Wisconsin
$241K -$3.26K -44 -1%
IA
366
Insight Advisors
Pennsylvania
$240K +$41K +552 +18%
CCM
367
Collar Capital Management
Wisconsin
$238K -$75.3K -1,015 -22%
JIC
368
Joel Isaacson & Co
New York
$236K +$1.48K +20 +0.6%
CFGSD
369
Compass Financial Group (South Dakota)
South Dakota
$236K -$8.9K -120 -3%
CAM
370
Covenant Asset Management
New Jersey
$235K -$22.8K -307 -8%
C
371
Certuity
Florida
$234K -$14.8K -200 -5%
VWA
372
Visionary Wealth Advisors
Illinois
$234K +$13.9K +187 +6%
LSL
373
Legacy Solutions LLC
Pennsylvania
$231K +$11.8K +159 +5%
PFA
374
Perryman Financial Advisory
Texas
$227K -$113K -1,520 -31%
ECM
375
EagleClaw Capital Management
Massachusetts
$227K +$249K +3,352 New
13 14
15
16 17