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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
701
TCI Wealth Advisors
Arizona
$36K +$1.56K +13 +4%
CCM
702
Covington Capital Management
California
$35K +$1.2K +10 +3%
PGAM
703
Princeton Global Asset Management
New Jersey
$34K -$35.5K -295 -49%
BWA
704
BDO Wealth Advisors
Florida
$34K – – –
CAM
705
Close Asset Management
United Kingdom
$34K +$3.97K +33 +12%
PFBT
706
Parkside Financial Bank & Trust
Missouri
$34K +$37.2K +309 New
ICM
707
Islay Capital Management
Texas
$33K – – –
PFA
708
Professional Financial Advisors
Nebraska
$33K +$6.14K +51 +21%
MWM
709
Mascoma Wealth Management
New Hampshire
$30K +$33.1K +275 New
HF
710
Halpern Financial
Virginia
$28.3K +$30.8K +256 New
HWA
711
Heritage Wealth Advisors
Virginia
$27.6K – – –
BDWM
712
Brewin Dolphin Wealth Management
Ireland
$27.5K – – –
LWA
713
Lenox Wealth Advisors
New York
$27K +$6.62K +55 +29%
ODG
714
O'Dell Group
Ohio
$27K +$29.6K +246 New
EWM
715
Evermay Wealth Management
Virginia
$25K – – –
FCA
716
FinTrust Capital Advisors
South Carolina
$24K – – –
JMF
717
Johnson Midwest Financial
Iowa
$24K +$25.8K +214 New
KFI
718
Key Financial Inc
Pennsylvania
$23K – – –
SIM
719
Sonora Investment Management
Arizona
$23K +$16.3K +135 +175%
WQ
720
Wealth Quarterback
New Jersey
$23K +$21.7K +180 +720%
AIP
721
Ameritas Investment Partners
Nebraska
$22K – – –
CP
722
Corbenic Partners
Pennsylvania
$22K – – –
DOA
723
D'Orazio & Associates
Virginia
$22K – – –
EWM
724
Endurance Wealth Management
Rhode Island
$22K – – –
BWM
725
BerganKDV Wealth Management
Minnesota
$21K – – –
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29
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