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ARK Innovation ETF
ARKK

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
201
Gladstone Institutional Advisory
Florida
$1.96M +$846K +11,988 +68%
HWM
202
HB Wealth Management
Georgia
$1.96M +$1.91M +27,103 +1,104%
IWM
203
IHT Wealth Management
Illinois
$1.95M +$243K +3,446 +13%
SWM
204
Spire Wealth Management
Virginia
$1.92M -$448K -6,345 -18%
WDL
205
Well Done LLC
Michigan
$1.9M +$2.02M +28,686 New
ZF
206
Zhang Financial
Michigan
$1.9M +$1.07M +15,227 +114%
CIA
207
Capital Investment Advisors
Georgia
$1.88M -$92.9K -1,317 -4%
MHS
208
M Holdings Securities
Oregon
$1.87M +$1.99M +28,239 New
AF
209
Advisornet Financial
Minnesota
$1.87M -$156K -2,205 -7%
SPI
210
Santori & Peters Inc
Pennsylvania
$1.86M -$2.96K -42 -0.1%
KWM
211
Kingsview Wealth Management
Oregon
$1.86M +$551K +7,805 +39%
MC
212
Moors & Cabot
Massachusetts
$1.86M -$184K -2,606 -9%
ECM
213
ExodusPoint Capital Management
New York
$1.84M +$1.96M +27,814 New
IAIM
214
International Assets Investment Management
Florida
$1.84M +$2.51M +35,620 New
VWA
215
V Wealth Advisors
Kansas
$1.84M -$1.39M -19,698 -42%
RWA
216
Redhawk Wealth Advisors
Minnesota
$1.83M +$43.5K +616 +2%
ARC
217
Advisor Resource Council
Texas
$1.81M -$6.2M -87,933 -76%
IGWM
218
ICA Group Wealth Management
Colorado
$1.77M +$2.88M +40,809 New
PWM
219
Penobscot Wealth Management
Maine
$1.77M +$752K +10,653 +66%
F
220
F3Logic
Minnesota
$1.74M -$799K -11,323 -30%
DSCM
221
Del-Sette Capital Management
New York
$1.71M +$1.82M +25,771 New
NWA
222
Navis Wealth Advisors
New York
$1.7M +$435K +6,167 +32%
RIA
223
Realta Investment Advisors
Delaware
$1.66M +$342K +4,850 +24%
EWA
224
Evolution Wealth Advisors
Florida
$1.66M -$2.11M -29,857 -54%
CWM
225
Cornerstone Wealth Management
Missouri
$1.66M -$829K -11,750 -32%
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9
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