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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
3201
Howe & Rusling
New York
$221K -$116K -229 -35%
SA
3202
Sicart Associates
New York
$220K – – –
PP
3203
Postrock Partners
Oregon
$220K +$218K +431 New
S4W
3204
Solutions 4 Wealth
Texas
$220K -$45K -89 -17%
PFA
3205
Pathway Financial Advisers
Indiana
$219K +$19.2K +38 +10%
BI
3206
Beckerman Institutional
New Jersey
$219K +$217K +429 New
AWF
3207
Alpha Wealth Funds
Utah
$219K +$216K +428 New
PFA
3208
Portland Financial Advisors
New York
$219K +$216K +428 New
WBG
3209
Wharton Business Group
Pennsylvania
$218K – – –
HWA
3210
Heartwood Wealth Advisors
Virginia
$218K – – –
CTFG
3211
Capstone Triton Financial Group
Oklahoma
$217K +$6.07K +12 +3%
BWL
3212
Beacon Wealthcare LLC
North Carolina
$217K -$1.52K -3 -0.7%
SHF
3213
Stage Harbor Financial
Massachusetts
$217K -$1.52K -3 -0.7%
NL
3214
Navalign LLC
California
$217K – – –
BB
3215
Burford Brothers
Texas
$215K -$50.1K -99 -19%
SFWA
3216
Summit Financial Wealth Advisors
Louisiana
$214K +$209K +413 New
RF
3217
Robinswood Financial
Washington
$214K +$506 +1 +0.2%
FH
3218
Financial Harvest
Florida
$214K +$211K +418 New
CS
3219
Capital Square
Tennessee
$213K +$203K +402 New
SFM
3220
Signet Financial Management
New Jersey
$213K +$211K +417 New
PFW
3221
Petros Family Wealth
Minnesota
$213K +$210K +416 New
RMC
3222
Ring Mountain Capital
California
$213K +$210K +416 New
MCFP
3223
Mallini Complete Financial Planning
Florida
$212K – – –
IA
3224
IFS Advisors
Kansas
$212K – – –
RFA
3225
ROI Financial Advisors
Oregon
$212K – – –
127 128
129
130 131