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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
W
526
WealthCollab
Washington
$11.4K – – –
HCP
527
Hexagon Capital Partners
Arkansas
$11.2K – – –
BWL
528
Bogart Wealth LLC
Virginia
$11.1K -$3.75K -70 -26%
LFA
529
Legend Financial Advisors
Pennsylvania
$11K +$10.3K +193 New
SWM
530
Sugarloaf Wealth Management
Georgia
$9.76K +$9.21K +172 New
PIS
531
POM Investment Strategies
North Carolina
$9.31K -$214 -4 -2%
CT
532
Caldwell Trust
Florida
$8.86K – – –
EPIME
533
Evelyn Partners Investment Management (Europe)
$8.8K +$8.3K +155 New
PWA
534
Physician Wealth Advisors
Utah
$8.74K +$8.25K +154 New
FG
535
Fairman Group
Pennsylvania
$8.59K -$175K -3,274 -96%
MIA
536
Milestone Investment Advisors
Wisconsin
$8.52K – – –
SS
537
Sunbelt Securities
Texas
$8.24K -$2.36K -44 -24%
BONH
538
Bank of New Hampshire
New Hampshire
$7.95K – – –
TAM
539
Tucker Asset Management
Colorado
$7.83K -$6.48K -121 -47%
FWA
540
Flagship Wealth Advisors
Massachusetts
$7.55K +$7.13K +133 New
FGC
541
Financial Gravity Companies
Texas
$7.1K +$6.7K +125 New
SC
542
Stephens Consulting
Michigan
$6.87K -$26.7K -499 -80%
HI
543
Horizon Investments
North Carolina
$6.87K +$6.48K +121 New
MFT
544
Moisand Fitzgerald Tamayo
Florida
$6.81K +$1.07K +20 +20%
AWM
545
Accredited Wealth Management
Kentucky
$6.81K +$6.43K +120 New
AA
546
Ancora Advisors
Ohio
$6.81K -$429 -8 -6%
MBFW
547
Morton Brown Family Wealth
Pennsylvania
$6.81K – – –
PAI
548
Pittenger & Anderson Inc
Nebraska
$6.76K – – –
GL
549
Graypoint LLC
New York
$6.71K – – –
NL
550
NVWM LLC
Pennsylvania
$6.64K -$2.14K -40 -25%
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