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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2026
Faithward Advisors
Pennsylvania
$421K -$35.3K -105 -8%
RFMS
2027
RWQ Financial Management Services
Florida
$421K +$383K +1,139 New
T
2028
TCWP
Ohio
$420K -$53.5K -159 -12%
B
2029
Bellecapital
Switzerland
$418K – – –
GA
2030
Gateway Advisory
New Jersey
$417K +$1.68K +5 +0.4%
CWM
2031
Cahaba Wealth Management
Georgia
$417K -$43.1K -128 -10%
GFA
2032
Gallagher Fiduciary Advisors
Illinois
$416K +$11.4K +34 +3%
CP
2033
Castleview Partners
Texas
$416K +$263K +781 +226%
TDC
2034
Thompson Davis & Co
Virginia
$414K +$378K +1,122 New
IRAG
2035
Investment Research & Advisory Group
Georgia
$413K – – –
SPW
2036
Surience Private Wealth
Washington
$413K -$6.47M -19,229 -95%
CF
2037
Clarity Financial
Texas
$412K -$394K -1,171 -51%
EAM
2038
Erste Asset Management
Austria
$412K -$5.84M -17,348 -94%
EFL
2039
ERn Financial LLC
Wisconsin
$412K -$2.02K -6 -0.5%
SWM
2040
Silverlake Wealth Management
Vermont
$411K – – –
RWMG
2041
Redwood Wealth Management Group
New Jersey
$410K +$5.72K +17 +2%
RWM
2042
Raffa Wealth Management
District of Columbia
$409K +$28.6K +85 +8%
FIM
2043
FWL Investment Management
Texas
$409K +$115K +342 +45%
HCMT
2044
Highland Capital Management (Tennessee)
Tennessee
$408K – – –
DJSG
2045
D.J. St. Germain
Massachusetts
$407K +$371K +1,103 New
CWA
2046
Choice Wealth Advisors
Maine
$407K – – –
ASGS
2047
Alpha Square Group S
New York
$406K +$370K +1,100 New
BW
2048
BIP Wealth
Georgia
$406K -$335K -995 -48%
BFIM
2049
Beese Fulmer Investment Management
Ohio
$405K +$15.5K +46 +4%
PFA
2050
Professional Financial Advisors
Nebraska
$404K +$368K +1,093 New
80 81
82
83 84