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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
FMN
501
Financial Management Network
California
$348K +$1.2K +10 +0.3%
KPWG
502
KFA Private Wealth Group
Virginia
$348K +$1.2K +10 +0.3%
RCAG
503
Rehmann Capital Advisory Group
Michigan
$348K +$32.1K +267 +9%
SFWA
504
Summit Financial Wealth Advisors
Louisiana
$346K – – –
SCA
505
STALEY CAPITAL ADVISERS
Pennsylvania
$344K -$27.1K -225 -7%
DA
506
DCM Advisors
New York
$344K +$22.8K +189 +6%
MC
507
Matisse Capital
Oregon
$342K – – –
BPA
508
Beacon Pointe Advisors
California
$342K +$145K +1,205 +64%
MIH
509
Meitav Investment House
Israel
$341K -$32.3K -268 -5%
JF
510
JSF Financial
California
$339K -$8.79K -73 -2%
CFD
511
Creative Financial Designs
Indiana
$337K +$221K +1,835 +151%
BCM
512
Bourgeon Capital Management
Connecticut
$328K +$36.1K +300 +11%
NFC
513
Northeast Financial Consultants
Connecticut
$325K – – –
ECM
514
EagleClaw Capital Management
Massachusetts
$322K – – –
DI
515
DFPG Investments
Utah
$322K +$31.7K +263 +10%
KM
516
Kalos Management
Georgia
$322K +$32.1K +267 +11%
SEP
517
Southland Equity Partners
Missouri
$319K -$64.3K -534 -16%
FA
518
Fountainhead AM
New Jersey
$318K +$118K +981 +52%
WMSA
519
Weiss Multi-Strategy Advisers
New York
$317K +$345K +2,870 New
PFA
520
Peak Financial Advisors
Colorado
$316K -$60.9K -506 -15%
GSC
521
Ground Swell Capital
South Carolina
$315K +$343K +2,849 New
TW
522
TrinityPoint Wealth
Connecticut
$314K +$8.67K +72 +3%
BFG
523
Berger Financial Group
Minnesota
$314K +$342K +2,840 New
FANJ
524
Financial Architects (New Jersey)
New Jersey
$313K +$1.2K +10 +0.4%
GWM
525
Greenwich Wealth Management
Connecticut
$309K -$14.2K -118 -4%
19 20
21
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