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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
2301
Strategic Financial Partners
Oregon
$430K – – –
AIS
2302
AM Investment Strategies
Tennessee
$429K +$6.07K +16 +2%
SWM
2303
Sculati Wealth Management
Michigan
$425K -$24.7K -65 -6%
CFFP
2304
Center for Financial Planning
Michigan
$425K +$97.9K +258 +33%
CWG
2305
Crown Wealth Group
North Carolina
$423K +$6.83K +18 +2%
WT
2306
Washington Trust
Rhode Island
$419K – – –
BWA
2307
BCU Wealth Advisors
Illinois
$418K +$388K +1,021 New
FW
2308
Fairway Wealth
Ohio
$418K +$388K +1,021 New
BF
2309
Brogan Financial
Tennessee
$418K +$759 +2 +0.2%
MCG
2310
McCollum Christoferson Group
New York
$418K – – –
CF
2311
Clarity Financial
Texas
$416K -$231K -608 -37%
SPWM
2312
Schrum Private Wealth Management
Florida
$415K -$21.3K -56 -5%
BC
2313
Brio Consultants
California
$415K -$48.2K -127 -11%
KV
2314
Kickstand Ventures
New York
$415K -$21.6K -57 -5%
BSI
2315
Bennett Selby Investments
Maine
$414K +$380 +1 +0.1%
USB
2316
Union Savings Bank
Connecticut
$413K – – –
WTG
2317
West Tower Group
Virginia
$412K +$382K +1,005 New
MSFP
2318
Mark Sheptoff Financial Planning
Connecticut
$411K +$132K +349 +53%
TCM
2319
Tandem Capital Management
New Jersey
$410K +$380K +1,002 New
MIS
2320
Morningstar Investment Services
Illinois
$410K +$378K +996 New
LL
2321
LPWM LLC
Minnesota
$410K +$392K +1,033 New
SWM
2322
Stockman Wealth Management
Montana
$410K -$1.27M -3,343 -77%
HP
2323
HT Partners
Connecticut
$410K – – –
FIM
2324
Freedom Investment Management
Connecticut
$409K +$379K +998 New
ITIM
2325
Indiana Trust & Investment Management
Indiana
$408K -$5.69K -15 -1%
91 92
93
94 95