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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
TFS
1451
TrustCore Financial Services
Tennessee
$307K
VBFG
1452
Vishria Bird Financial Group
Tennessee
$307K
SIM
1453
Stratos Investment Management
Ohio
$307K +$27.9K +103 +10%
B
1454
Bellecapital
Switzerland
$306K
M
1455
MOTCO
Texas
$306K
ACM
1456
Armbruster Capital Management
New York
$305K -$34.4K -127 -10%
IWS
1457
Insight Wealth Strategies
California
$305K +$15.7K +58 +6%
PA
1458
Paracle Advisors
Washington
$305K +$26.9K +99 +10%
SB
1459
Sunflower Bank
Texas
$304K
ARG
1460
Advisory Resource Group
Oklahoma
$304K +$17.1K +63 +6%
VCP
1461
Vista Capital Partners
Oregon
$303K
Vanguard Personalized Indexing Management
1462
Vanguard Personalized Indexing Management
California
$303K +$296K +1,092 New
JGIA
1463
Jackson Grant Investment Advisers
Connecticut
$302K +$542 +2 +0.2%
SIA
1464
Soltis Investment Advisors
Utah
$301K -$763K -2,812 -72%
TF
1465
TLWM Financial
Texas
$300K +$4.07K +15 +1%
AAS
1466
Annex Advisory Services
Wisconsin
$298K -$101K -371 -26%
BWP
1467
Baldwin Wealth Partners
Massachusetts
$297K -$10.8K -40 -4%
RSVP
1468
Ramsay Stattman Vela & Price
Colorado
$297K
LWP
1469
Legacy Wealth Planning
Nevada
$297K +$290K +1,068 New
RG
1470
Rathbones Group
United Kingdom
$292K
ONB
1471
Old National Bancorp
Indiana
$290K -$82.7K -305 -23%
BTW
1472
Boston Trust Walden
Massachusetts
$289K -$9.49K -35 -3%
WDL
1473
Well Done LLC
Michigan
$289K
MIC
1474
Means Investment Company
Maine
$285K -$4.34K -16 -2%
PP
1475
PDS Planning
Ohio
$285K +$542 +2 +0.2%