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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
ITIM
501
Indiana Trust & Investment Management
Indiana
$68.1K – – –
MM
502
Main Management
California
$68K – – –
LAM
503
Lummis Asset Management
Texas
$66.2K +$49.9K +1,153 New
AA
504
AlphaMark Advisors
Kentucky
$64K +$1.69K +39 +3%
CWP
505
Concord Wealth Partners
Virginia
$63.5K +$12.7K +293 +32%
TFM
506
TFC Financial Management
Massachusetts
$61.3K – – –
EWA
507
EverSource Wealth Advisors
Alabama
$59K -$5.71K -132 -10%
FFO
508
Fortitude Family Office
Arizona
$57.6K +$47.6K +1,100 New
PGAM
509
Princeton Global Asset Management
New Jersey
$53.3K -$32.5K -750 -42%
IWP
510
IAG Wealth Partners
Wisconsin
$51.2K – – –
BWM
511
Baystate Wealth Management
Massachusetts
$51.1K -$3.25K -75 -7%
AWM
512
Activest Wealth Management
Florida
$51K +$31.1K +718 +280%
BLC
513
Brown, Lisle/Cummings
Rhode Island
$50.8K -$15.2K -350 -27%
PA
514
PSI Advisors
Florida
$50.2K – – –
MCM
515
Manchester Capital Management
Vermont
$47.1K -$6.28K -145 -14%
GWSG
516
GPS Wealth Strategies Group
Colorado
$44.6K -$10.7K -247 -22%
WCM
517
Winthrop Capital Management
Indiana
$39.9K +$33K +762 New
LC
518
Lindbrook Capital
California
$39.3K +$1.73K +40 +6%
CFD
519
Creative Financial Designs
Indiana
$37.4K – – –
TCOV
520
Trust Company of Vermont
Vermont
$37.4K +$2.6K +60 +9%
BCV
521
Banque Cantonale Vaudoise
Switzerland
$37K +$30.3K +700 New
SC
522
Stephens Consulting
Michigan
$36.6K – – –
MA
523
Montag & Associates
Georgia
$36K – – –
AWM
524
Avondale Wealth Management
Texas
$35.4K – – –
PMFA
525
Plante Moran Financial Advisors
Michigan
$34.2K +$12.2K +281 +76%
19 20
21
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