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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
401
Avondale Wealth Management
Texas
$86.7K +$30.4K +850 +44%
SIS
402
Sound Income Strategies
Florida
$86.5K +$82K +2,293 +482%
OFG
403
Oxford Financial Group
Indiana
$80.9K – – –
FFA
404
Fairfield Financial Advisors
Massachusetts
$80K -$28.3K -791 -24%
HWMA
405
Heritage Wealth Management (Arizona)
Arizona
$79.7K +$45.6K +1,276 +100%
FFL
406
Financial Freedom LLC
Ohio
$75.2K +$86K +2,406 New
CWM
407
CarsonAllaria Wealth Management
Illinois
$74K -$38.4K -1,073 -31%
WIM
408
Westside Investment Management
California
$73.6K +$225K +6,300 +117%
TFGT
409
TS Financial Group (TSFG)
Illinois
$72K -$2.29K -64 -3%
CAL
410
Capital Analysts LLC
Pennsylvania
$68K -$16.9K -473 -18%
BCM
411
Bourgeon Capital Management
Connecticut
$67K -$4.65K -130 -6%
BC
412
Barrett & Company
Rhode Island
$65.9K – – –
HCM
413
Highlander Capital Management
New Jersey
$57K – – –
CFGS
414
Concourse Financial Group Securities
Alabama
$56.2K +$64.3K +1,800 New
SSB
415
Sandy Spring Bank
Maryland
$55.3K +$35.2K +985 +125%
WPWM
416
Western Pacific Wealth Management
Illinois
$55.2K +$6.5K +182 +11%
FCA
417
Fortis Capital Advisors
Kansas
$50.6K +$57.9K +1,621 New
TWM
418
Tradition Wealth Management
Minnesota
$49K -$4.79K -134 -8%
BHWM
419
Bay Harbor Wealth Management
Maryland
$49K – – –
IBOK
420
Independence Bank of Kentucky
Kentucky
$46K -$7.15K -200 -12%
KC
421
Kenfarb & Co
Kentucky
$43.7K – – –
ACP
422
Arcus Capital Partners
Georgia
$40.9K +$46.8K +1,310 New
DI
423
Disciplined Investments
Oklahoma
$40.7K – – –
CWM
424
Consultiva Wealth Management
Puerto Rico
$40.7K – – –
FMP
425
Financial Management Professionals
Texas
$39K – – –
15 16
17
18 19