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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
151
IHT Wealth Management
Illinois
$1.23M -$268K -7,500 -16%
EP
152
Eudaimonia Partners
Tennessee
$1.21M +$263K +7,350 +23%
MFG
153
Merit Financial Group
Georgia
$1.2M -$773K -21,626 -36%
MA
154
Mutual Advisors
Nebraska
$1.19M +$101K +2,839 +8%
SA
155
Strategic Advisors
New York
$1.18M -$98.8K -2,764 -7%
SFS
156
Sowell Financial Services
Arkansas
$1.17M +$250K +6,995 +23%
ACS
157
Archford Capital Strategies
Illinois
$1.17M -$89.9K -2,515 -6%
KIA
158
Kraematon Investment Advisors
Massachusetts
$1.16M -$50.8K -1,420 -4%
WKSWA
159
White Knight Strategic Wealth Advisors
New Jersey
$1.15M +$14.5K +405 +1%
HSA
160
HBK Sorce Advisory
Pennsylvania
$1.14M +$564K +15,769 +76%
CIC
161
Carnegie Investment Counsel
Ohio
$1.13M -$245K -6,857 -16%
TCM
162
True Capital Management
California
$1.12M +$1.28M +35,795 New
BW
163
Bison Wealth
Georgia
$1.11M -$395K -11,050 -28%
KWM
164
Kingsview Wealth Management
Oregon
$1.1M -$4.43K -124 -0.4%
ACP
165
Aviance Capital Partners
Florida
$1.09M +$894 +25 +0.1%
GPCM
166
Granite Point Capital Management
Massachusetts
$1.09M +$536K +15,000 +75%
GVAG
167
Great Valley Advisor Group
Delaware
$1.07M +$64.3K +1,799 +6%
NEPWA
168
New England Private Wealth Advisors
Massachusetts
$1.07M -$52.8K -1,478 -4%
JF
169
Joule Financial
Kentucky
$1.03M +$19.2K +538 +2%
JEST
170
JTC Employer Solutions Trustee
Jersey
$1.03M -$894 -25 -0.1%
IWC
171
Integrated Wealth Concepts
Massachusetts
$1.02M -$51.1K -1,429 -4%
CAG
172
Csenge Advisory Group
Florida
$1.02M -$22.2K -620 -2%
AWM
173
Avior Wealth Management
Nebraska
$987K +$1.03M +28,903 +1,071%
FGG
174
Financial Guidance Group
Florida
$970K -$1.38M -38,688 -55%
IGWM
175
ICA Group Wealth Management
Colorado
$951K -$292K -8,164 -22%
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