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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
SM
3001
Sweeney & Michel
California
$268K +$328K +645 New
EWM
3002
Endowment Wealth Management
Wisconsin
$268K – – –
RWA
3003
Rooted Wealth Advisors
Illinois
$267K -$4.57K -9 -1%
MCM
3004
Mengis Capital Management
Oregon
$265K -$22.9K -45 -7%
JJBC
3005
James J. Burns & Company
New York
$265K +$6.1K +12 +2%
WAG
3006
Wiser Advisor Group
Arizona
$265K -$12.2K -24 -4%
TCM
3007
TD Capital Management
Tennessee
$264K – – –
CW
3008
Curio Wealth
Maryland
$264K -$246K -484 -99%
NLWP
3009
Next Level Wealth Planning
Idaho
$264K – – –
LCM
3010
LCM Capital Management
Illinois
$263K -$4.07K -8 -1%
VCM
3011
Vision Capital Management
Oregon
$262K -$112K -220 -28%
QFA
3012
Quantum Financial Advisors
California
$262K -$1.04M -2,050 -79%
FSA
3013
Financial Security Advisor
Virginia
$260K +$18.3K +36 +7%
DG
3014
DMC Group
Alabama
$260K -$104K -205 -27%
KCM
3015
Kathmere Capital Management
Pennsylvania
$259K -$90.4K -178 -24%
HFRG
3016
Houlihan Financial Resource Group
Virginia
$258K – – –
ACM
3017
Allred Capital Management
Texas
$257K – – –
LWA
3018
LifeGoal Wealth Advisors
New York
$257K – – –
HIM
3019
Hanlon Investment Management
New Jersey
$257K – – –
SP
3020
Successful Portfolios
Florida
$257K -$10.2K -20 -4%
FWM
3021
Fonville Wealth Management
Virginia
$257K +$278K +547 New
MRP
3022
Measured Risk Portfolios
California
$256K -$4.57K -9 -2%
RW
3023
Rede Wealth
Virginia
$256K -$1.52K -3 -0.5%
CC
3024
Constitution Capital
Connecticut
$256K +$6.1K +12 +2%
CS
3025
Capital Square
Tennessee
$256K +$73.2K +144 +36%
119 120
121
122 123