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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
BDWM
576
Brewin Dolphin Wealth Management
Ireland
$40.5K +$35.2K +325 New
WAS
577
Winch Advisory Services
Wisconsin
$39K +$33.8K +312 New
MA
578
Montag & Associates
Georgia
$39K +$33.9K +313 New
ICM
579
Islay Capital Management
Texas
$38K +$11.4K +105 +53%
GFPC
580
Global Financial Private Client
Florida
$37.7K +$21.7K +200 +194%
ST
581
Smithfield Trust
Pennsylvania
$36K +$17.5K +161 +129%
PWPS
582
Pinnacle Wealth Planning Services
Ohio
$34K +$29.8K +275 New
CAAS
583
Capital Asset Advisory Services
Michigan
$28K +$24K +221 New
CTFG
584
Capstone Triton Financial Group
Oklahoma
$28K +$24.5K +226 New
SPWG
585
Sage Private Wealth Group
Illinois
$28K +$24.7K +228 New
FCA
586
FinTrust Capital Advisors
South Carolina
$27K – – –
BFC
587
Bedel Financial Consulting
Indiana
$26K – – –
IA
588
IFS Advisors
Kansas
$26K +$23.1K +213 New
TFA
589
Toth Financial Advisory
Virginia
$25K – – –
RWB
590
RMR Wealth Builders
New Jersey
$25K +$21.7K +200 New
CYG
591
Clean Yield Group
Vermont
$25K +$21.9K +202 New
CWAF
592
Core Wealth Advisors (Florida)
Florida
$25K +$21.9K +202 New
CAL
593
Capital Advisors Ltd
Ohio
$24K – – –
JCM
594
Jacobi Capital Management
Pennsylvania
$24K +$325 +3 +2%
TPWA
595
TRUE Private Wealth Advisors
Oregon
$24K +$325 +3 +2%
RA
596
Reby Advisors
Connecticut
$23K +$19.9K +184 New
BCWM
597
Bartlett & Co Wealth Management
Ohio
$22.4K – – –
BC
598
Bartlett & Co
Ohio
$22K – – –
LS
599
Leelyn Smith
Illinois
$22K – – –
HFA
600
Hoover Financial Advisors
Pennsylvania
$22K +$16.3K +150 New
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