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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
551
Evergreen Capital Management
Washington
$275K -$12.8K -106 -4%
QC
552
QCM Cayman
Texas
$275K +$299K +2,486 New
GFS
553
GYL Financial Synergies
Connecticut
$274K – – –
MBT
554
Montecito Bank & Trust
California
$271K -$7.22K -60 -2%
NL
555
NVWM LLC
Pennsylvania
$269K +$26.4K +219 +10%
NL
556
Navalign LLC
California
$268K -$4.82K -40 -2%
CIAS
557
CFS Investment Advisory Services
New Jersey
$268K +$292K +2,427 New
DWT
558
Dorsey & Whitney Trust
South Dakota
$263K – – –
IWS
559
Insight Wealth Strategies
California
$262K +$27.4K +228 +11%
HTC
560
Haverford Trust Company
Pennsylvania
$260K – – –
SCG
561
Sonata Capital Group
Washington
$259K – – –
UWM
562
USAdvisors Wealth Management
Minnesota
$257K +$69.8K +580 +33%
PP
563
Professional Planning
California
$256K +$9.99K +83 +4%
EP
564
EPIQ Partners
Minnesota
$255K – – –
PA
565
Procyon Advisors
Connecticut
$253K -$1.32K -11 -0.5%
MSA
566
Marino Stram & Associates
Massachusetts
$253K +$275K +2,285 New
CAM
567
Covenant Asset Management
New Jersey
$252K +$25K +208 +10%
SIM
568
Stratos Investment Management
Ohio
$248K +$270K +2,241 New
VWM
569
Vigilare Wealth Management
Arizona
$244K +$266K +2,208 New
FUBT
570
First United Bank & Trust
Maryland
$243K +$46.5K +386 +21%
FSC
571
Full Sail Capital
Oklahoma
$241K – – –
AWM
572
Aprio Wealth Management
Georgia
$240K -$71.3K -592 -21%
GWS
573
Glassman Wealth Services
Virginia
$239K – – –
MIG
574
McGuire Investment Group
Rhode Island
$239K +$54K +449 +26%
DA
575
Doliver Advisors
Texas
$237K +$258K +2,144 New
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