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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
601
Meeder Asset Management
Ohio
$208K +$31.9K +265 +16%
PJSIMP
602
P.J. Schmidt Investment Management (PJS)
Wisconsin
$207K -$6.5K -54 -3%
PCG
603
Private Capital Group
Connecticut
$207K – – –
CRC
604
Curi RMB Capital
Illinois
$206K – – –
GT
605
Glenmede Trust
Pennsylvania
$205K -$343K -2,848 -60%
CG
606
CFO4Life Group
Texas
$205K -$120 -1 -0.1%
G
607
Gainplan
Michigan
$202K -$330K -2,743 -60%
CFP
608
Curran Financial Partners
South Carolina
$201K -$129K -1,072 -37%
RIA
609
Regal Investment Advisors
Michigan
$200K -$20.5K -170 -9%
PWA
610
Physician Wealth Advisors
Utah
$200K +$10.1K +84 +5%
HFM
611
Hartford Financial Management
Connecticut
$198K +$1.2K +10 +0.6%
PCIG
612
Partners Capital Investment Group
Massachusetts
$188K +$205K +1,700 New
WWMSC
613
Wagner Wealth Management (South Carolina)
South Carolina
$178K -$849K -7,056 -83%
FWP
614
FAS Wealth Partners
Kansas
$174K -$1M -8,341 -84%
SFP
615
Sterling Financial Planning
New Jersey
$173K – – –
GFPC
616
Global Financial Private Client
Florida
$169K +$47.4K +394 +35%
AP
617
Arlington Partners
Alabama
$166K – – –
ADL
618
Asset Dedication LLC
California
$156K +$119K +986 +238%
EW
619
Evoke Wealth
California
$154K +$16.9K +140 +11%
JFA
620
JNBA Financial Advisors
Minnesota
$147K +$843 +7 +0.5%
WWM
621
Wolff Wiese Magana
California
$145K +$9.39K +78 +6%
LWM
622
Liberty Wealth Management
California
$144K -$8.91K -74 -5%
AA
623
AlphaMark Advisors
Kentucky
$139K -$3.01K -25 -2%
AWM
624
Avior Wealth Management
Nebraska
$139K +$7.22K +60 +5%
CLOS
625
Compagnie Lombard Odier SCmA
Switzerland
$138K – – –
23 24
25
26 27