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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
376
Covenant Asset Management
New Jersey
$281K – – –
KAS
377
KPP Advisory Services
Kentucky
$275K +$4.97K +65 +2%
ECM
378
EagleClaw Capital Management
Massachusetts
$271K – – –
LWPC
379
Legacy Wealth Partners (Colorado)
Colorado
$270K +$256K +3,344 New
FA
380
Fedenia Advisers
Wisconsin
$267K +$14.1K +185 +6%
RSWM
381
Robertson Stephens Wealth Management
California
$266K -$153 -2 -0.1%
SB
382
Strategic Blueprint
Georgia
$266K -$1.83K -24 -0.7%
VFA
383
Valeo Financial Advisors
Indiana
$264K +$250K +3,264 New
PFA
384
Perryman Financial Advisory
Texas
$264K -$8.03K -105 -3%
AAS
385
Ameritas Advisory Services
Nebraska
$263K +$249K +3,257 New
FPL
386
Fortress Private Ledger
North Carolina
$263K – – –
CAL
387
Capital Advisors Ltd
Ohio
$258K -$535 -7 -0.2%
CCM
388
Cloud Capital Management
Washington
$257K +$244K +3,190 New
MAM
389
MMA Asset Management
Pennsylvania
$254K +$8.79K +115 +4%
IF
390
Integrity Financial
Wyoming
$253K -$1.53K -20 -0.6%
SC
391
Savant Capital
Illinois
$253K +$241K +3,146 New
CFGSD
392
Compass Financial Group (South Dakota)
South Dakota
$252K -$28.7K -375 -11%
TCA
393
Transcend Capital Advisors
New Jersey
$245K -$382 -5 -0.2%
C
394
Certuity
Florida
$243K -$34.9K -456 -13%
SWA
395
SOA Wealth Advisors
New York
$243K -$11.4K -149 -5%
CFM
396
Compass Financial Management
Florida
$243K +$242K +3,161 New
CWM
397
ClientFirst Wealth Management
Arkansas
$242K – – –
MNBTD
398
Moody National Bank Trust Division
Texas
$242K – – –
DM
399
Diversified Management
Wisconsin
$242K +$229K +2,997 New
GSWM
400
Golden State Wealth Management
California
$240K -$306 -4 -0.1%
14 15
16
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