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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
SWRP
2301
Summit Wealth & Retirement Planning
California
$486K +$210K +489 +81%
HC
2302
Hamilton Capital
Ohio
$485K +$468K +1,092 New
JWWM
2303
Johnson & White Wealth Management
Pennsylvania
$484K -$22.3K -52 -5%
MAA
2304
Matrix Asset Advisors
New York
$484K +$6.43K +15 +1%
NAS
2305
Nicolet Advisory Services
Wisconsin
$483K -$241K -562 -34%
LL
2306
LPWM LLC
Minnesota
$483K +$29.6K +69 +7%
LW
2307
Libra Wealth
California
$483K – – –
FWM
2308
Fairhaven Wealth Management
Illinois
$481K – – –
MIM
2309
MTM Investment Management
South Carolina
$477K -$93.9K -219 -17%
SPWM
2310
Schrum Private Wealth Management
Florida
$476K +$24.4K +57 +6%
AFM
2311
Abbot Financial Management
Massachusetts
$476K – – –
RWM
2312
Raffa Wealth Management
District of Columbia
$475K -$15K -35 -3%
APG
2313
Abacus Planning Group
South Carolina
$475K +$429 +1 +0.1%
ITIM
2314
Indiana Trust & Investment Management
Indiana
$475K +$31.7K +74 +7%
GC
2315
Gibson Capital
Pennsylvania
$475K -$51.5K -120 -10%
LT
2316
Legacy Trust
Michigan
$475K – – –
SFS
2317
Summit Financial Strategies
Ohio
$474K – – –
BWM
2318
Brickley Wealth Management
California
$473K -$1.14M -2,669 -71%
RIM
2319
RW Investment Management
Idaho
$473K +$145K +338 +46%
DMIC
2320
Dixon Mitchell Investment Counsel
British Columbia, Canada
$472K -$24.4K -57 -5%
PSIWM
2321
Paradigm Strategies in Wealth Management
Minnesota
$471K -$858 -2 -0.2%
TPWM
2322
Twelve Points Wealth Management
Massachusetts
$471K +$454K +1,060 New
RDIA
2323
RE Dickinson Investment Advisors
Iowa
$469K +$111K +259 +33%
NFP
2324
Narus Financial Partners
Utah
$468K – – –
PAWA
2325
Palo Alto Wealth Advisors
California
$467K +$450K +1,050 New
91 92
93
94 95