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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
FI
701
FormulaFolio Investments
Michigan
$84K – – –
PWMG
702
Prestige Wealth Management Group
New Jersey
$82K – – –
MA
703
Montag & Associates
Georgia
$81K – – –
SMG
704
Spectrum Management Group
Indiana
$81K – – –
PGAM
705
Princeton Global Asset Management
New Jersey
$79K -$40.8K -350 -37%
RG
706
Retirement Group
California
$78K -$208K -1,783 -75%
AF
707
Affiance Financial
Minnesota
$78K – – –
TFA
708
Toth Financial Advisory
Virginia
$78K – – –
HPC
709
HM Payson & Co
Maine
$78K +$69.9K +600 New
WT
710
Washington Trust
Rhode Island
$74K +$9.67K +83 +17%
RCA
711
Ranch Capital Advisors
Florida
$73K +$23.3K +200 +55%
CWM
712
Cranbrook Wealth Management
Michigan
$72K – – –
HIA
713
Harbor Investment Advisory
Maryland
$72K – – –
JCM
714
Jacobi Capital Management
Pennsylvania
$71K -$50.1K -430 -44%
IWP
715
IAG Wealth Partners
Wisconsin
$69K – – –
DI
716
Disciplined Investments
Oklahoma
$69K +$14.3K +123 +31%
BA
717
Bellwether Advisors
Nebraska
$68K +$350 +3 +0.6%
ACM
718
Anfield Capital Management
California
$68K +$60.8K +522 New
BA
719
Ballast Advisors
Minnesota
$67K – – –
TFS
720
TrustCore Financial Services
Tennessee
$67K +$1.17K +10 +2%
EBA
721
Eagle Bay Advisors
New York
$67K +$58.9K +505 New
BWM
722
Baystate Wealth Management
Massachusetts
$66K +$21.3K +183 +57%
PMFA
723
Plante Moran Financial Advisors
Michigan
$65K +$53.6K +460 +1,150%
GEA
724
Glen Eagle Advisors
New Jersey
$63.4K -$16.4K -141 -23%
ST
725
Smithfield Trust
Pennsylvania
$60K – – –
27 28
29
30 31