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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2001
Brasada Capital Management
Texas
$438K – – –
VWM
2002
Venturi Wealth Management
Texas
$437K -$454K -1,350 -53%
AWM
2003
Aries Wealth Management
Maine
$436K – – –
EBA
2004
Eagle Bay Advisors
New York
$435K – – –
RP
2005
Rice Partnership
Hawaii
$435K +$165K +491 +71%
CG
2006
Clarus Group
Texas
$434K +$153K +453 +63%
SSWM
2007
Smith Salley Wealth Management
North Carolina
$434K -$30K -89 -7%
PSP
2008
Pacific Sage Partners
Washington
$433K -$337 -1 -0.1%
TF
2009
TLWM Financial
Texas
$432K – – –
IFA
2010
Index Fund Advisors
California
$432K +$55.9K +166 +17%
BFG
2011
Beacon Financial Group
Texas
$431K +$12.1K +36 +3%
JFA
2012
JNBA Financial Advisors
Minnesota
$430K +$3.37K +10 +0.9%
FMTC
2013
Farmers & Merchants Trust Company
California
$430K – – –
SCA
2014
Stuart Chaussee & Associates
California
$430K -$12.8K -38 -3%
WSCM
2015
Wellington Shields Capital Management
New York
$430K +$185K +550 +90%
WRPWM
2016
Werba Rubin Papier Wealth Management
California
$429K +$391K +1,160 New
DMIC
2017
Dixon Mitchell Investment Counsel
British Columbia, Canada
$428K -$16.8K -50 -4%
WCM
2018
Wunderlich Capital Managemnt
Tennessee
$427K -$1.01K -3 -0.3%
BA
2019
Bluesphere Advisors
Pennsylvania
$427K +$389K +1,155 New
VFM
2020
Valley Financial Management
New York
$425K -$73.1K -217 -16%
PWPS
2021
Pinnacle Wealth Planning Services
Ohio
$425K -$109K -325 -22%
WF
2022
Whelan Financial
California
$424K +$10.8K +32 +3%
BC
2023
Brio Consultants
California
$424K -$21.2K -63 -5%
DLCIG
2024
D.L. Carlson Investment Group
New Hampshire
$423K – – –
WAS
2025
WESPAC Advisors SoCal
California
$422K -$89.2K -265 -19%
79 80
81
82 83