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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
601
Caldwell Trust
Florida
$8.22K – – –
RAM
602
Riggs Asset Management
Pennsylvania
$7.96K – – –
BHWM
603
Beaird Harris Wealth Management
Texas
$7.86K – – –
MIA
604
Milestone Investment Advisors
Wisconsin
$7.86K – – –
BONH
605
Bank of New Hampshire
New Hampshire
$7.33K – – –
S
606
Syntrinsic
Colorado
$7.09K – – –
ANBT
607
American National Bank & Trust
Texas
$6.81K -$866 -20 -13%
BWM
608
BKM Wealth Management
Wisconsin
$6.7K +$5.54K +128 New
CB
609
CNB Bank
Pennsylvania
$6.28K – – –
VWM
610
Venturi Wealth Management
Texas
$6.18K -$1.43K -33 -22%
CPA
611
Clear Point Advisors
New York
$6.15K +$5.07K +117 New
HFS
612
Hantz Financial Services
Michigan
$6K – – –
RIM
613
Rockbridge Investment Management
New York
$5.87K +$4.85K +112 New
FWM
614
Focused Wealth Management
New York
$5.87K -$649 -15 -12%
CSC
615
Caldwell Sutter Capital
California
$5.66K – – –
CAS
616
Coppell Advisory Solutions
Texas
$5.55K -$4.07K -94 -47%
NSG
617
Nalls Sherbakoff Group
Tennessee
$5.33K -$563 -13 -11%
AIC
618
Archer Investment Corporation
Indiana
$5.24K -$6.49K -150 -60%
GIA
619
GHP Investment Advisors
Colorado
$5.24K – – –
ICM
620
Islay Capital Management
Texas
$5.24K – – –
LWANC
621
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.24K – – –
MSWM
622
Mowery & Schoenfeld Wealth Management
Illinois
$5.24K +$4.33K +100 New
PCFFS
623
Pacific Center for Financial Services
California
$4.77K – – –
WT
624
Whittier Trust
California
$4.71K – – –
GWSA
625
Global Wealth Strategies & Associates
Colorado
$4.61K – – –
23 24
25
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