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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
901
Aprio Wealth Management
Georgia
– -$240K -2,168 Closed
MIG
902
McGuire Investment Group
Rhode Island
– -$239K -2,165 Closed
CAC
903
Certified Advisory Corp
Florida
– -$231K -2,090 Closed
PF
904
Phoenix Financial
Israel
– -$231K -2,088 Closed
PFA
905
Plotkin Financial Advisors
Maryland
– -$230K -2,081 Closed
SAM
906
Strategy Asset Managers
California
– -$230K -2,081 Closed
DWM
907
Dorchester Wealth Management
Quebec, Canada
– -$230K -2,078 Closed
IC
908
IEQ Capital
California
– -$229K -2,074 Closed
GSEP
909
Golden State Equity Partners
California
– -$225K -2,039 Closed
WG
910
Welch Group
Alabama
– -$224K -2,026 Closed
AWP
911
Abacus Wealth Partners
California
– -$221K -2,000 Closed
IAN
912
Integrated Advisors Network
Texas
– -$220K -1,988 Closed
WDL
913
Well Done LLC
Michigan
– -$219K -1,985 Closed
WAM
914
WealthTrust Asset Management
Florida
– -$216K -1,950 Closed
BFS
915
Bradley Foster & Sargent
Connecticut
– -$214K -1,938 Closed
AF
916
Aldebaran Financial
– -$210K -1,902 Closed
CAM
917
Claret Asset Management
Quebec, Canada
– -$210K -1,900 Closed
MAM
918
Meeder Asset Management
Ohio
– -$208K -1,882 Closed
CRC
919
Curi RMB Capital
Illinois
– -$206K -1,866 Closed
CG
920
CFO4Life Group
Texas
– -$205K -1,857 Closed
CFP
921
Curran Financial Partners
South Carolina
– -$201K -1,811 Closed
RIA
922
Regal Investment Advisors
Michigan
– -$200K -1,807 Closed
G
923
Gainplan
Michigan
– -$202K -1,806 Closed
WA
924
Waverly Advisors
Alabama
– -$209K -1,778 Closed
PWA
925
Physician Wealth Advisors
Utah
– -$200K -1,729 Closed
35 36
37
38 39