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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
PSIWM
2001
Paradigm Strategies in Wealth Management
Minnesota
$294K +$553 +2 +0.2%
WCM
2002
Whitener Capital Management
North Carolina
$293K -$46.2K -167 -13%
CC
2003
Chanos & Company
New York
$293K +$304K +1,100 New
AFM
2004
Abbot Financial Management
Massachusetts
$292K -$2.77K -10 -0.9%
BIA
2005
Biondo Investment Advisors
Pennsylvania
$292K – – –
SPWM
2006
Schrum Private Wealth Management
Florida
$292K – – –
EFL
2007
ERn Financial LLC
Wisconsin
$292K -$2.49K -9 -0.8%
YWS
2008
Yarger Wealth Strategies
Ohio
$291K +$1.38K +5 +0.5%
NCM
2009
Novare Capital Management
North Carolina
$291K +$302K +1,091 New
FWM
2010
Fairhaven Wealth Management
Illinois
$290K +$19.4K +70 +7%
LW
2011
Libra Wealth
California
$290K -$99.5K -360 -25%
AWG
2012
Altus Wealth Group
Colorado
$286K -$575K -2,080 -66%
AFG
2013
Affinia Financial Group
Massachusetts
$285K -$53.6K -194 -16%
BMM
2014
Buffington Mohr McNeal
Idaho
$285K +$277 +1 +0.1%
GPA
2015
Garrison Point Advisors
California
$284K +$14.1K +51 +5%
BSB
2016
Bangor Savings Bank
Maine
$284K -$25.7K -93 -8%
PFC
2017
Phocas Financial Corp
California
$284K -$4.15K -15 -1%
CFO
2018
Collective Family Office
Pennsylvania
$282K +$293K +1,060 New
MAM
2019
Milestone Asset Management
Pennsylvania
$282K +$270K +977 New
EFH
2020
Eaton Financial Holdings
Florida
$282K +$293K +1,060 New
BWA
2021
Bordeaux Wealth Advisors
California
$281K -$1.93M -6,983 -87%
VDI
2022
Vaughan David Investments
Illinois
$281K -$19.6K -71 -6%
GGI
2023
Godsey & Gibb Inc
Virginia
$280K +$291K +1,053 New
EFG
2024
Ethos Financial Group
Pennsylvania
$280K +$293K +1,059 New
QIM
2025
Quest Investment Management
Oregon
$280K -$10.5K -38 -3%
79 80
81
82 83