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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
376
Quadcap Wealth Management
Texas
$299K -$67K -1,373 -19%
MLIC
377
Mandatum Life Insurance Company
Finland
$295K – – –
BFA
378
Beacon Financial Advisory
Ohio
$293K +$76.2K +1,562 +36%
GRP
379
Global Retirement Partners
California
$292K -$18.8K -386 -6%
SI
380
SimpliFi Inc
California
$291K +$4.88K +100 +2%
NFSG
381
Newbridge Financial Services Group
Florida
$288K -$87.5K -1,795 -24%
PWP
382
Phillips Wealth Planners
Mississippi
$287K – – –
RA
383
Ruggaard & Associates
Ohio
$285K – – –
FP
384
Financial Perspectives
Minnesota
$285K – – –
PIN
385
Prudent Investors Network
California
$285K +$277K +5,687 New
SI
386
Saxon Interests
Texas
$282K -$49 -1 -0%
SWM
387
Spire Wealth Management
Virginia
$282K – – –
TSMHT
388
Thurston Springer Miller Herd & Titak
Indiana
$275K +$268K +5,486 New
SWP
389
Summit Wealth Partners
Florida
$270K +$6.14K +126 +2%
PWA
390
Provenance Wealth Advisors
Florida
$267K +$51.7K +1,060 +25%
NCFG
391
New Century Financial Group
New Jersey
$265K +$7.32K +150 +3%
AWM
392
Apollon Wealth Management
South Carolina
$263K -$10.2K -210 -4%
CWM
393
CarsonAllaria Wealth Management
Illinois
$263K +$51.4K +1,054 +25%
FBFS
394
First Business Financial Services
Wisconsin
$262K – – –
SPI
395
Santori & Peters Inc
Pennsylvania
$259K +$12.6K +258 +5%
PA
396
Procyon Advisors
Connecticut
$259K -$26.4K -541 -9%
SEIA
397
Signature Estate & Investment Advisors
California
$256K -$14.7K -301 -6%
GWANC
398
Guardian Wealth Advisors (North Carolina)
North Carolina
$255K -$109K -2,242 -31%
KPWG
399
KFA Private Wealth Group
Virginia
$255K +$7.85K +161 +3%
SPWG
400
Syntegra Private Wealth Group
Missouri
$251K -$146 -3 -0.1%
14 15
16
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