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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
501
Winch Advisory Services
Wisconsin
$33.9K – – –
PIP
502
Philadelphia Investment Partners
New Jersey
$33.1K – – –
CFD
503
Creative Financial Designs
Indiana
$32.7K -$23.2K -303 -43%
AWM
504
Activest Wealth Management
Florida
$32.3K -$101K -1,324 -77%
BIM
505
Breakwater Investment Management
Washington
$32.3K – – –
NRG
506
Nemes Rush Group
Michigan
$32.3K +$10.6K +139 +53%
AA
507
Ancora Advisors
Ohio
$32K – – –
TCM
508
TD Capital Management
Tennessee
$31.6K – – –
PF
509
PlanVest Financial
Maryland
$31.2K – – –
AWM
510
Abound Wealth Management
Tennessee
$30.6K -$35.6K -465 -55%
GEA
511
Glen Eagle Advisors
New Jersey
$30.2K +$2.68K +35 +10%
PGAM
512
Princeton Global Asset Management
New Jersey
$29.5K -$6.12K -80 -18%
GIA
513
GHP Investment Advisors
Colorado
$29.4K +$27.8K +364 New
HI
514
Horizon Investments
North Carolina
$29.3K -$28.4K -371 -51%
DRP
515
Decker Retirement Planning
Utah
$27.2K -$3.67K -48 -13%
AA
516
Addison Advisors
Vermont
$25.9K – – –
MI
517
Markowski Investments
Florida
$25.9K +$24.5K +320 New
CJ
518
Caitlin John
Michigan
$25.5K – – –
LG
519
LAM Group
Oregon
$24.6K -$407K -5,320 -95%
HWA
520
HHM Wealth Advisors
Tennessee
$24.2K -$3.82K -50 -14%
BAM
521
Byrne Asset Management
New Jersey
$24.1K – – –
APW
522
Allied Private Wealth
Florida
$24K +$22.9K +300 New
TCOV
523
Trust Company of Vermont
Vermont
$23.8K +$22.6K +295 New
CAM
524
Close Asset Management
United Kingdom
$22K – – –
MFT
525
Moisand Fitzgerald Tamayo
Florida
$21.8K +$1.53K +20 +8%
19 20
21
22 23