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Invesco QQQ Trust

Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
2276
Russell Investments Group
United Kingdom
$554K +$410K +912 +375%
APG
2277
Abacus Planning Group
South Carolina
$551K +$36K +80 +7%
GWAG
2278
Garrett Wealth Advisory Group
Texas
$551K +$4.5K +10 +0.9%
PWPS
2279
Pinnacle Wealth Planning Services
Ohio
$551K
AA
2280
Auxano Advisors
Washington
$551K -$2.25K -5 -0.4%
NAS
2281
Nicolet Advisory Services
Wisconsin
$550K +$450 +1 +0.1%
SPWM
2282
Schrum Private Wealth Management
Florida
$549K +$32.8K +73 +7%
LL
2283
LPWM LLC
Minnesota
$548K
CFP
2284
Curran Financial Partners
South Carolina
$548K +$514K +1,143 New
1IA
2285
1834 Investment Advisors
Wisconsin
$548K -$5.4K -12 -1%
WF
2286
Whelan Financial
California
$547K -$20.7K -46 -4%
W
2287
WPWealth
Texas
$542K -$10.3K -23 -2%
SDWMA
2288
Schneider Downs Wealth Management Advisors
Pennsylvania
$540K +$13K +29 +3%
CFO
2289
Custos Family Office
Texas
$540K +$507K +1,127 New
CP
2290
Creekside Partners
California
$540K +$507K +1,127 New
LFG
2291
Lazard Frères Gestion
France
$539K
PGWM
2292
Pitti Group Wealth Management
New York
$537K +$21.6K +48 +4%
HCMT
2293
Highland Capital Management (Tennessee)
Tennessee
$534K -$45K -100 -8%
MAA
2294
Matrix Asset Advisors
New York
$531K +$8.54K +19 +2%
SPG
2295
Strategic Planning Group
Utah
$531K -$165K -366 -25%
CWA
2296
Choice Wealth Advisors
Maine
$528K
QIM
2297
Quest Investment Management
Oregon
$527K -$28.8K -64 -6%
WFPG
2298
Waller Financial Planning Group
Ohio
$525K -$36K -80 -7%
ORC
2299
O'Rourke & Company
Massachusetts
$525K -$7.65K -17 -2%
SWRP
2300
Summit Wealth & Retirement Planning
California
$524K