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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2001
Vivaldi Capital Management
Illinois
$355K -$100K -340 -23%
WCP
2002
Wick Capital Partners
Pennsylvania
$355K +$326K +1,106 New
MWM
2003
Massachusetts Wealth Management
Massachusetts
$354K -$143K -486 -31%
HCMT
2004
Highland Capital Management (Tennessee)
Tennessee
$354K – – –
CWA
2005
Choice Wealth Advisors
Maine
$354K -$26K -88 -7%
AFM
2006
Abbot Financial Management
Massachusetts
$352K -$295 -1 -0.1%
YWS
2007
Yarger Wealth Strategies
Ohio
$351K – – –
RWMG
2008
Redwood Wealth Management Group
New Jersey
$351K -$9.44K -32 -3%
GFA
2009
Gallagher Fiduciary Advisors
Illinois
$351K +$321K +1,089 New
WOSD
2010
WFA of San Diego
California
$350K -$13K -44 -4%
GDP
2011
Great Diamond Partners
Maine
$350K +$50.2K +170 +18%
VC
2012
Vestor Capital
Illinois
$350K -$67.9K -230 -17%
BF
2013
Brooklyn FI
New York
$349K +$259K +878 New
NCM
2014
Novare Capital Management
North Carolina
$349K -$885 -3 -0.3%
LW
2015
Libra Wealth
California
$349K – – –
SI
2016
SimpliFi Inc
California
$348K -$7.38K -25 -2%
CPRC
2017
Consolidated Portfolio Review Corp
New York
$347K +$319K +1,082 New
KFSC
2018
Keystone Financial Services (Colorado)
Colorado
$345K – – –
BMM
2019
Buffington Mohr McNeal
Idaho
$343K +$295 +1 +0.1%
GPA
2020
Garrison Point Advisors
California
$343K – – –
SFS
2021
Summit Financial Strategies
Ohio
$342K -$113K -382 -26%
PFC
2022
Phocas Financial Corp
California
$342K – – –
BSB
2023
Bangor Savings Bank
Maine
$342K – – –
QIM
2024
Quest Investment Management
Oregon
$341K +$3.84K +13 +1%
CGPCS
2025
Capital Group Private Client Services
California
$341K +$70.8K +240 +29%
79 80
81
82 83