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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
2001
Aspire Capital Advisors
Washington
$253K +$98.7K +318 +54%
LPP
2002
Life Planning Partners
Florida
$253K +$280K +902 New
SC
2003
Skylands Capital
Wisconsin
$252K -$31K -100 -10%
MCA
2004
Magnolia Capital Advisors
Mississippi
$252K +$28.6K +92 +11%
CASB
2005
Cape Ann Savings Bank
Massachusetts
$251K – – –
CAP
2006
Columbia Advisory Partners
Washington
$251K +$278K +896 New
W
2007
Wealthquest
Ohio
$250K +$17.7K +57 +7%
BAM
2008
Baldrige Asset Management
Pennsylvania
$249K -$41.9K -135 -13%
FM
2009
Family Management
New York
$249K -$10.9K -35 -4%
SAA
2010
Southeast Asset Advisors
Georgia
$248K -$12.1K -39 -4%
SA
2011
Shilanski & Associates
Alaska
$246K – – –
RDIA
2012
RE Dickinson Investment Advisors
Iowa
$246K +$2.17K +7 +0.8%
FLII
2013
First Long Island Investors
New York
$245K – – –
TWM
2014
Thrive Wealth Management
Pennsylvania
$245K +$53.4K +172 +24%
WCAMG
2015
Woodard & Company Asset Management Group
North Carolina
$245K +$272K +875 New
GB
2016
Goepper Burkhardt
South Carolina
$244K -$62.7K -202 -19%
CBN
2017
Cadence Bank NA
Texas
$243K – – –
KCPG
2018
Kavar Capital Partners Group
Kansas
$243K – – –
NSAM
2019
North Star Asset Management
Wisconsin
$242K – – –
GCA
2020
Gradient Capital Advisors
California
$242K +$72.6K +234 +37%
BBWA
2021
Bell & Brown Wealth Advisors
California
$241K – – –
HIG
2022
Heritage Investment Group
Florida
$241K – – –
HPWM
2023
Highland Private Wealth Management
Washington
$241K – – –
SCM
2024
SCS Capital Management
Massachusetts
$241K – – –
WCWM
2025
Willow Creek Wealth Management
California
$241K – – –
79 80
81
82 83