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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
601
Evermay Wealth Management
Virginia
$1.42K – – –
LTI
602
Laffer Tengler Investments
Tennessee
$1.33K – – –
AP
603
Atwood & Palmer
Missouri
$1.21K – – –
MAM
604
Marquette Asset Management
Minnesota
$1.21K +$1.15K +30 New
BCWM
605
Bartlett & Co Wealth Management
Ohio
$1.21K – – –
AIM
606
Anchor Investment Management
South Carolina
$1.21K +$307 +8 +36%
RDFA
607
Ritter Daniher Financial Advisory
Ohio
$1.05K – – –
WAM
608
Worth Asset Management
Texas
$1.01K +$958 +25 New
BC
609
Bartlett & Co
Ohio
$1K – – –
RBC
610
Roble Belko & Company
Pennsylvania
$1K – – –
TCM
611
Tradewinds Capital Management
Washington
$888 +$460 +12 +120%
JWM
612
Janiczek Wealth Management
Colorado
$854 – – –
FWM
613
Focused Wealth Management
New York
$807 +$575 +15 +300%
HWM
614
HighMark Wealth Management
Minnesota
$647 – – –
GG
615
Gleason Group
Kentucky
$605 – – –
LSA
616
Lansing Street Advisors
Pennsylvania
$605 – – –
RCM
617
Rain Capital Management
Oregon
$407 – – –
SIC
618
SJS Investment Consulting
Ohio
$404 – – –
SL
619
Savior LLC
Massachusetts
$242 – – –
BWFA
620
Baltimore-Washington Financial Advisors
Maryland
$81 +$77 +2 New
NMG
621
New Millennium Group
Utah
$40 – – –
IFAM
622
Institutional & Family Asset Management
Colorado
$19 – – –
LOAMU
623
Lombard Odier Asset Management (USA)
New York
– -$28.7M -750,000 Closed
YRHAM
624
Yong Rong (HK) Asset Management
Hong Kong
– -$15.8M -505,000 Closed
BIAS
625
Beacon Investment Advisory Services
New Jersey
– -$13.7M -437,229 Closed
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25
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