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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
SWGC
426
Summit Wealth Group (Colorado)
Colorado
$214K +$202K +2,646 New
IC
427
IEQ Capital
California
$214K +$202K +2,643 New
APW
428
Aurora Private Wealth
New Jersey
$211K -$918 -12 -0.5%
AFG
429
Atomi Financial Group
New York
$211K -$116K -1,517 -37%
AU
430
AlphaGrep UK
$209K +$198K +2,590 New
VCM
431
Viewpoint Capital Management
Washington
$209K +$197K +2,582 New
SWM
432
SFG Wealth Management
Maryland
$208K +$197K +2,573 New
NRI
433
NFP Retirement Inc
California
$206K +$195K +2,551 New
NW
434
NewEdge Wealth
Pennsylvania
$204K +$193K +2,529 New
RC
435
Roundview Capital
New Jersey
$204K +$193K +2,527 New
CIA
436
Cladis Investment Advisory
Montana
$204K +$193K +2,525 New
BFA
437
Bright Financial Advisors
Michigan
$204K +$193K +2,523 New
RCM
438
Requisite Capital Management
Texas
$203K +$192K +2,512 New
BCM
439
Bayesian Capital Management
New York
$202K +$191K +2,500 New
CFG
440
Certior Financial Group
Pennsylvania
$202K -$87.4K -1,143 -31%
TAM
441
TCP Asset Management
Ohio
$202K +$191K +2,496 New
WAG
442
Winthrop Advisory Group
Massachusetts
$201K +$190K +2,491 New
CL
443
Choreo LLC
Illinois
$201K +$190K +2,491 New
NAS
444
NWF Advisory Services
California
$201K +$190K +2,483 New
FMP
445
Financial Management Professionals
Texas
$196K – – –
NEWAS
446
N.E.W. Advisory Services
Wisconsin
$173K – – –
LWCFA
447
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$173K – – –
WA
448
WPG Advisers
Maryland
$159K – – –
PMFA
449
Plante Moran Financial Advisors
Michigan
$150K +$93.7K +1,225 +195%
AC
450
AlphaCore Capital
California
$135K -$9.25K -121 -7%
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