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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
376
Buckingham Strategic Wealth
Missouri
$548K +$42.6K +604 +8%
SG
377
Somerset Group
Minnesota
$547K -$29.7K -421 -5%
NFG
378
Nations Financial Group
Iowa
$545K +$205K +2,901 +55%
SPWM
379
Straight Path Wealth Management
Michigan
$543K +$278K +3,935 +92%
VAS
380
Vestmark Advisory Solutions
Massachusetts
$541K +$207K +2,929 +56%
RFA
381
Resurgent Financial Advisors
Georgia
$540K +$575K +8,152 New
RWP
382
Revolve Wealth Partners
New Jersey
$538K +$13.5K +191 +2%
MPCG
383
Matrix Private Capital Group
New York
$537K -$24.3K -345 -4%
APS
384
American Planning Services
Florida
$536K -$2.75M -38,950 -83%
YC
385
Yarbrough Capital
Tennessee
$536K -$840K -11,908 -60%
FP
386
Financial Perspectives
Minnesota
$530K +$3.95K +56 +0.7%
HJMC
387
Hellman Jordan Management Company
Massachusetts
$530K +$564K +8,000 New
BMCM
388
Bryn Mawr Capital Management
Pennsylvania
$515K +$102K +1,447 +23%
BS
389
Banco Santander
Spain
$510K +$543K +7,700 New
WAP
390
Wealthcare Advisory Partners
Pennsylvania
$507K +$101K +1,436 +23%
TFA
391
Teamwork Financial Advisors
Texas
$503K -$246K -3,485 -31%
MWM
392
Meridian Wealth Management
Kentucky
$503K -$65.7K -931 -11%
AIA
393
Alera Investment Advisors
Illinois
$503K -$1.41K -20 -0.3%
CIAS
394
Capital Investment Advisory Services
North Carolina
$497K +$15.2K +215 +3%
CCM
395
Chiron Capital Management
Florida
$479K +$335K +4,741 +191%
CF
396
Convergence Financial
Missouri
$476K +$507K +7,180 New
SWM
397
Sculati Wealth Management
Michigan
$467K +$181K +2,559 +57%
BJL
398
Brighton Jones LLC
Washington
$465K -$74.6K -1,057 -13%
BFEC
399
Benjamin F. Edwards & Company
Missouri
$462K -$490K -6,940 -50%
KA
400
Klingman & Associates
New York
$452K +$197K +2,797 +70%
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