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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
FAG
101
Financial Advisory Group
Texas
$10.6M +$874K +7,501 +10%
PWS
102
Paragon Wealth Strategies
Florida
$10.5M +$8.77M +75,256 +1,441%
SG
103
StoneX Group
New York
$9.96M -$1.01M -8,630 -10%
XF
104
XML Financial
Maryland
$9.91M +$200K +1,719 +2%
CWP
105
Concord Wealth Partners
Virginia
$9.68M +$3.43M +29,455 +66%
VBFG
106
Vishria Bird Financial Group
Tennessee
$9.37M +$279K +2,397 +3%
SW
107
SkyOak Wealth
Michigan
$9.33M +$476K +4,085 +6%
NA
108
NewEdge Advisors
Louisiana
$9.26M +$2.43M +20,875 +42%
COI
109
Connable Office Inc
Michigan
$9.12M +$144K +1,233 +2%
WJWM
110
Williams Jones Wealth Management
New York
$9.03M -$336K -2,881 -4%
SS
111
Simplicity Solutions
Minnesota
$8.97M +$7.22M +61,947 +936%
CFC
112
Coyle Financial Counsel
Illinois
$8.96M +$889K +7,630 +13%
GA
113
GoalVest Advisory
New York
$8.8M -$82.6K -709 -1%
LFGH
114
Lee Financial Group Hawaii
Hawaii
$8.76M +$87.3K +749 +1%
CAS
115
Cascadia Advisory Services
Oregon
$8.65M -$803K -6,887 -9%
TWM
116
TMD Wealth Management
Arizona
$8.59M +$630K +5,405 +9%
HGWM
117
Harvest Group Wealth Management
Massachusetts
$8.19M +$192K +1,643 +3%
OPWM
118
Oxinas Partners Wealth Management
Indiana
$8.19M +$2.61M +22,418 +56%
WI
119
Wintrust Investments
Illinois
$8.17M -$1.55M -13,313 -18%
CAG
120
Csenge Advisory Group
Florida
$8.07M +$617K +5,293 +9%
HI
121
Horizon Investments
North Carolina
$7.96M +$3.56M +30,571 +101%
P
122
Palladiem
Pennsylvania
$7.93M +$510K +4,375 +8%
PWP
123
Principle Wealth Partners
Connecticut
$7.88M +$546K +4,685 +8%
IC
124
Inscription Capital
Texas
$7.88M +$6.43M +55,184 +1,092%
EH
125
Equitable Holdings
New York
$7.8M -$3.53M -30,288 -34%
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