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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
GG
551
Gofen & Glossberg
Illinois
$298K +$344K +3,147 New
CWM
552
Chronos Wealth Management
Florida
$297K +$343K +3,144 New
VFA
553
Valeo Financial Advisors
Indiana
$294K -$147K -1,342 -30%
SCA
554
STALEY CAPITAL ADVISERS
Pennsylvania
$294K – – –
RCAG
555
Rehmann Capital Advisory Group
Michigan
$294K -$4.26K -39 -1%
RCG
556
Regatta Capital Group
California
$289K +$333K +3,053 New
CMA
557
Cedar Mountain Advisors
Oregon
$289K +$334K +3,060 New
HIA
558
Harbor Investment Advisory
Maryland
$288K +$273K +2,500 +455%
FANJ
559
Financial Architects (New Jersey)
New Jersey
$286K +$21.6K +198 +7%
ZIC
560
ZWJ Investment Counsel
Georgia
$284K +$328K +3,000 New
PA
561
Pinnacle Associates
New York
$283K +$29.8K +273 +10%
UWM
562
USAdvisors Wealth Management
Minnesota
$283K +$72.9K +668 +29%
CAM
563
Concorde Asset Management
Michigan
$281K -$132K -1,210 -29%
HNB
564
Huntington National Bank
Ohio
$281K – – –
GC
565
Grimes & Company
Massachusetts
$280K -$31.6K -289 -9%
WIP
566
WealthCare Investment Partners
Rhode Island
$279K +$323K +2,955 New
PI
567
Pachira Investments
California
$275K -$78.7K -721 -20%
ECM
568
EagleClaw Capital Management
Massachusetts
$275K – – –
SFG
569
Sowa Financial Group
Rhode Island
$272K -$38.1K -349 -11%
CSPIA
570
Cary Street Partners Investment Advisory
Virginia
$271K -$780K -7,148 -71%
BCM
571
Bourgeon Capital Management
Connecticut
$271K -$10.9K -100 -3%
PPP
572
Private Portfolio Partners
New Jersey
$271K -$253K -2,318 -45%
TW
573
TrinityPoint Wealth
Connecticut
$270K +$2.07K +19 +0.7%
IC
574
Intersect Capital
California
$270K +$17.4K +159 +6%
MWM
575
Mission Wealth Management
California
$268K -$69.5K -637 -18%
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