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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
SHWM
176
Silicon Hills Wealth Management
Texas
$1.5M +$131K +1,533 +10%
CA
177
Clearstead Advisors
Ohio
$1.48M – – –
SPIA
178
Steward Partners Investment Advisory
New York
$1.47M +$405K +4,730 +42%
WP
179
WealthPLAN Partners
Nebraska
$1.46M +$104K +1,216 +9%
PHS
180
Pekin Hardy Strauss
Illinois
$1.46M +$427K +4,985 +46%
CIA
181
Compass Ion Advisors
Pennsylvania
$1.44M +$989K +11,551 +284%
HFRG
182
Houlihan Financial Resource Group
Virginia
$1.44M +$1.24M +14,536 New
IFG
183
Independent Financial Group
California
$1.38M +$228K +2,663 +22%
UCFA
184
United Capital Financial Advisors
Texas
$1.36M +$89.7K +1,048 +8%
CSPIA
185
Cary Street Partners Investment Advisory
Virginia
$1.36M +$1.26M +14,739 New
IWP
186
Insight Wealth Partners
Texas
$1.33M +$1.24M +14,501 New
MA
187
MONECO Advisors
Connecticut
$1.33M +$191K +2,229 +18%
LNC
188
Lincoln National Corp
Pennsylvania
$1.32M +$114K +1,335 +10%
BFEC
189
Benjamin F. Edwards & Company
Missouri
$1.31M +$403K +4,714 +49%
IAIM
190
International Assets Investment Management
Florida
$1.28M +$376K +4,395 +35%
AF
191
Apexium Financial
Texas
$1.25M +$671K +7,839 +139%
DADC
192
D.A. Davidson & Co
Montana
$1.25M +$1.16M +13,601 New
BWM
193
BNC Wealth Management
Oregon
$1.24M +$1.16M +13,510 New
SMC
194
Smith, Moore & Co
Missouri
$1.18M +$1.09M +12,775 New
CG
195
Caprock Group
Idaho
$1.15M +$68.5K +800 +7%
BMCM
196
Bryn Mawr Capital Management
Pennsylvania
$1.15M +$95.9K +1,120 +10%
WWM
197
Western Wealth Management
Colorado
$1.12M +$604K +7,059 +138%
IWM
198
IHT Wealth Management
Illinois
$1.12M +$93.6K +1,093 +10%
TFA
199
Teamwork Financial Advisors
Texas
$1.11M +$497K +5,802 +93%
SSWM
200
Sheets Smith Wealth Management
North Carolina
$1.1M +$60.1K +702 +6%
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