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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
401
Belpointe Asset Management
Nevada
$109K -$283K -6,342 -72%
FMP
402
Financial Management Professionals
Texas
$107K – – –
CAL
403
Capital Analysts LLC
Pennsylvania
$102K -$64K -1,434 -38%
SWM
404
Spire Wealth Management
Virginia
$101K -$149K -3,328 -59%
IGWM
405
ICA Group Wealth Management
Colorado
$92.6K -$462K -10,351 -83%
GFPC
406
Global Financial Private Client
Florida
$91.9K +$6.88K +154 +8%
SIS
407
Strategic Investment Solutions
Illinois
$87.9K +$34.2K +765 New
KSWA
408
Kathleen S. Wright Associates
Pennsylvania
$87.7K -$14.7K -330 -14%
CB
409
Chris Bulman
California
$86.8K +$88.2K +1,974 New
SSB
410
Sandy Spring Bank
Maryland
$82.2K -$44.7K -1,000 -35%
BFEC
411
Benjamin F. Edwards & Company
Missouri
$77K -$3.75K -84 -5%
CA
412
Continuum Advisory
Idaho
$77K -$167K -3,741 -68%
HGERS
413
Householder Group Estate & Retirement Specialist
Arizona
$74K -$1.08M -24,221 -93%
CFGS
414
Concourse Financial Group Securities
Alabama
$73.3K -$52.3K -1,172 -41%
NMM
415
Naples Money Management
Florida
$72K – – –
RWPA
416
Richard W. Paul & Associates
Michigan
$70.2K -$1.56K -35 -2%
BHWM
417
Bay Harbor Wealth Management
Maryland
$68.5K +$45 +1 +0.1%
WWP
418
WR Wealth Planners
Missouri
$61K -$4.47K -100 -7%
BC
419
Barrett & Company
Rhode Island
$59.8K -$36.3K -812 -37%
SIC
420
Salem Investment Counselors
North Carolina
$59.3K +$44.7K +1,000 +286%
WPWM
421
Western Pacific Wealth Management
Illinois
$58.4K -$18.8K -420 -24%
ITIM
422
Indiana Trust & Investment Management
Indiana
$57.1K – – –
MM
423
Main Management
California
$57K – – –
BLC
424
Brown, Lisle/Cummings
Rhode Island
$55.9K +$13.5K +302 +31%
MG
425
Mather Group
Illinois
$54.1K +$15.5K +347 +47%
15 16
17
18 19