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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
826
IMA Advisory Services
Colorado
$2K – – –
RI
827
Rinkey Investments
California
$2K +$2.73K +25 New
CHA
828
Carmichael Hill & Associates
Maryland
$2K +$2.84K +26 New
GTAM
829
Global Trust Asset Management
Florida
$1K -$85.2K -780 -99%
PPWM
830
PFG Private Wealth Management
Florida
$1K -$546 -5 -33%
AFS
831
Annapolis Financial Services
Maryland
$1K – – –
RCM
832
Rain Capital Management
Oregon
$1K – – –
RCC
833
Red Cedar Capital
Nebraska
$1K – – –
VCM
834
Versant Capital Management
Arizona
$1K – – –
SFCL
835
Strengthening Families & Communities LLC
Massachusetts
$1K +$764 +7 New
AWA
836
Aquire Wealth Advisors
Utah
$1K +$1.42K +13 New
HNWA
837
Henrickson Nauta Wealth Advisors
Michigan
$1K +$1.86K +17 New
SWA
838
Sutton Wealth Advisors
Florida
$284 – – –
WIM
839
Westside Investment Management
California
$37 – – –
PWS
840
Paragon Wealth Strategies
Florida
– -$10.6M -95,806 Closed
CFC
841
Coyle Financial Counsel
Illinois
– -$7.81M -70,660 Closed
COI
842
Connable Office Inc
Michigan
– -$7.76M -70,169 Closed
NSLI
843
Nan Shan Life Insurance
Taiwan
– -$6.36M -57,521 Closed
WJWM
844
Williams Jones Wealth Management
New York
– -$4.55M -41,153 Closed
FTUS
845
Flow Traders U.S.
New York
– -$4.02M -36,393 Closed
FWM
846
Fairhaven Wealth Management
Illinois
– -$3.46M -31,309 Closed
WWA
847
WC Walker & Associates
California
– -$3.33M -30,158 Closed
GRP
848
Global Retirement Partners
California
– -$2.89M -26,177 Closed
CRWM
849
Castle Rock Wealth Management
California
– -$3.07M -24,843 Closed
AWM
850
Aevitas Wealth Management
Massachusetts
– -$2.48M -22,451 Closed
32 33
34
35 36