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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
501
Signature Equity Partners
Ohio
$12.5K -$41.8K -564 -75%
PWA
502
Provenance Wealth Advisors
Florida
$11.7K – – –
SIS
503
Strategic Investment Solutions
Illinois
$10.8K -$16.7K -225 -58%
MCA
504
McGuire Capital Advisors
Oklahoma
$10.6K – – –
BIG
505
Brookwood Investment Group
Arizona
$10.5K +$11.6K +156 New
CT
506
Caldwell Trust
Florida
$10.5K – – –
PWA
507
Physician Wealth Advisors
Utah
$10.4K – – –
IBOK
508
Independence Bank of Kentucky
Kentucky
$10.1K -$3.71K -50 -25%
HPC
509
HM Payson & Co
Maine
$10.1K – – –
USB
510
Union Savings Bank
Connecticut
$9.73K – – –
GSEP
511
Golden State Equity Partners
California
$9.71K +$10.6K +143 New
ASCM
512
Adkins Seale Capital Management
Louisiana
$9.66K – – –
BWL
513
Bogart Wealth LLC
Virginia
$9.48K – – –
BONH
514
Bank of New Hampshire
New Hampshire
$9.46K – – –
SWM
515
SHP Wealth Management
Massachusetts
$9.39K – – –
FWA
516
Flagship Wealth Advisors
Massachusetts
$9.35K – – –
T
517
Tidemark
California
$9.33K -$9.13K -123 -47%
DMIC
518
Dixon Mitchell Investment Counsel
British Columbia, Canada
$8.58K – – –
FGAM
519
Financial Gravity Asset Management
Texas
$8.45K +$9.27K +125 New
TFGT
520
TS Financial Group (TSFG)
Illinois
$8K -$8.31K -112 -47%
CMBA
521
C.M. Bidwell & Associates
Hawaii
$7.71K – – –
BFP
522
Birchwood Financial Partners
Minnesota
$7.42K -$594 -8 -7%
EA
523
Evergreen Advisors
Tennessee
$7.23K +$7.94K +107 New
HDIM
524
Hanson & Doremus Investment Management
Vermont
$7K +$7.42K +100 New
TSMHT
525
Thurston Springer Miller Herd & Titak
Indiana
$6.96K – – –
19 20
21
22 23