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Invesco NASDAQ 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
451
BlackDiamond Wealth Management
New York
$572K -$56.1K -288 -10%
IF
452
Intrua Financial
Texas
$564K -$41.5K -213 -7%
Crestwood Advisors Group
453
Crestwood Advisors Group
Massachusetts
$558K +$541K +2,778 New
Raymond James Trust
454
Raymond James Trust
Florida
$551K +$22.2K +114 +4%
CIA
455
Cape Investment Advisory
Georgia
$547K -$12.5K -64 -2%
TSS
456
Two Sigma Securities
New York
$544K +$528K +2,710 New
Choreo LLC
457
Choreo LLC
Illinois
$541K +$532K +2,731 New
PWM
458
Purus Wealth Management
California
$537K +$152K +782 +41%
KWS
459
Keystone Wealth Services
California
$533K +$517K +2,653 New
WTA
460
Washington Trust Advisors
Massachusetts
$526K – – –
LWM
461
LJI Wealth Management
Indiana
$520K +$779 +4 +0.2%
FineMark National Bank & Trust
462
FineMark National Bank & Trust
Florida
$520K – – –
STAS
463
Strong Tower Advisory Services
Minnesota
$519K +$503K +2,583 New
ZF
464
Zhang Financial
Michigan
$517K +$13.6K +70 +3%
SRL
465
Scientech Research LLC
New Jersey
$507K +$492K +2,524 New
Wells Fargo
466
Wells Fargo
California
$503K -$16M -82,190 -97%
Two Sigma Investments
467
Two Sigma Investments
New York
$502K +$487K +2,500 New
RFA
468
Resurgent Financial Advisors
Georgia
$500K -$375K -1,926 -44%
CA
469
Continuum Advisory
Idaho
$500K +$59.6K +306 +15%
FFG
470
Fiduciary Financial Group
California
$499K +$1.56K +8 +0.3%
GWP
471
Gen-Wealth Partners
Michigan
$492K – – –
Zacks Investment Management
472
Zacks Investment Management
Illinois
$491K +$476K +2,444 New
OWA
473
ORBA Wealth Advisors
Illinois
$479K +$1.95K +10 +0.4%
MCA
474
MSH Capital Advisors
Arizona
$470K +$164K +844 +56%
MC
475
McCarthy & Cox
Ohio
$468K – – –