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Invesco QQQ Trust
QQQ

Name Holding Trade Value Shares
Change 		Change in
Stake
USWIA
2451
UP Strategic Wealth Investment Advisors
Pennsylvania
$704K – – –
KPWG
2452
KFA Private Wealth Group
Virginia
$704K -$11.1K -22 -2%
IFA
2453
Index Fund Advisors
California
$704K -$8.09K -16 -1%
SFG
2454
Sage Financial Group
Pennsylvania
$703K -$8.6K -17 -1%
EM
2455
Excalibur Management
Massachusetts
$701K +$70.8K +140 +11%
BMCM
2456
Burns Matteson Capital Management
New York
$700K +$44K +87 +7%
NCM
2457
Noesis Capital Mangement
Florida
$697K +$15.7K +31 +2%
BIA
2458
Bell Investment Advisors
California
$695K +$506 +1 +0.1%
NCM
2459
Northwest Capital Management
Oregon
$695K +$8.09K +16 +1%
TBC
2460
Ted Buchan & Co
California
$692K +$6.07K +12 +0.9%
MCA
2461
Magnolia Capital Advisors
Mississippi
$690K +$379K +750 +125%
VBWMG
2462
Von Berge Wealth Management Group
California
$690K – – –
VCM
2463
Violich Capital Management
California
$690K -$1.21M -2,400 -64%
CFA
2464
Camarda Financial Advisors
Florida
$687K -$12.8M -25,288 -95%
VC
2465
Veracity Capital
Georgia
$687K – – –
CGF
2466
Constant Guidance Financial
Massachusetts
$684K -$1.58M -3,125 -70%
SJGA
2467
Stephen J. Garry & Associates
New York
$684K -$121K -240 -15%
TW
2468
Traveka Wealth
California
$680K +$673K +1,331 New
DW
2469
Dodds Wealth
Colorado
$680K +$2.02K +4 +0.3%
NI
2470
Natural Investments
California
$678K +$672K +1,328 New
CRIG
2471
Charter Research & Investment Group
Connecticut
$677K – – –
PCM
2472
Pennsylvania Capital Management
Pennsylvania
$676K +$6.58K +13 +1%
SA
2473
Sunesis Advisors
Kansas
$676K – – –
SHFA
2474
SC&H Financial Advisors
Maryland
$675K – – –
NW
2475
Naviter Wealth
Arkansas
$675K +$54.1K +107 +9%
97 98
99
100 101