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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
VT
2001
Vise Technologies
New York
$1.41M +$828K +1,638 +145%
VWM
2002
Vigilare Wealth Management
Arizona
$1.41M -$180K -355 -11%
LWM
2003
Liberty Wealth Management
California
$1.41M +$11.1K +22 +0.8%
AF
2004
Aldebaran Financial
$1.41M +$19.7K +39 +1%
OPCM
2005
Osborne Partners Capital Management
California
$1.41M +$65.2K +129 +5%
SWM
2006
Sagace Wealth Management
Florida
$1.4M -$149K -295 -10%
BCM
2007
BluePath Capital Management
Georgia
$1.4M +$256K +506 +22%
WH
2008
Willner & Heller
California
$1.4M -$50.6K -100 -4%
WCWM
2009
Wooster Corthell Wealth Management
Connecticut
$1.4M +$11.6K +23 +0.8%
SWM
2010
StoneCrest Wealth Management
Arizona
$1.4M -$46.5K -92 -3%
DF
2011
Dunhill Financial
United Kingdom
$1.4M +$446K +881 +47%
BWM
2012
Baron Wealth Management
Michigan
$1.4M +$4.05K +8 +0.3%
JC
2013
Jentner Corp
Ohio
$1.4M +$355K +701 +34%
BFC
2014
Blue Fin Capital
Rhode Island
$1.4M -$55.6K -110 -4%
TFG
2015
Taylor Financial Group
Virginia
$1.4M – – –
MWM
2016
Mascoma Wealth Management
New Hampshire
$1.39M -$715K -1,414 -34%
SFS
2017
Stiles Financial Services
Minnesota
$1.39M -$107K -212 -7%
FFA
2018
Founders Financial Alliance
North Carolina
$1.39M -$44.5K -88 -3%
MLFP
2019
MPS Loria Financial Planners
Illinois
$1.39M +$28.8K +57 +2%
LSC
2020
Logan Stone Capital
Illinois
$1.39M +$1.37M +2,711 New
IIC
2021
Ironwood Investment Counsel
Arizona
$1.39M +$1.52K +3 +0.1%
WE
2022
Wealth Effects
Massachusetts
$1.38M +$40.5K +80 +3%
TDB
2023
Thompson David Blair
$1.38M +$1.36M +2,693 New
FPB
2024
First PREMIER Bank
South Dakota
$1.37M – – –
TCM
2025
Thoma Capital Management
Maryland
$1.36M +$1.35M +2,665 New
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81
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