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Invesco NASDAQ 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OBWP
751
O'Brien Wealth Partners
Massachusetts
$273K
FAN
752
Financial Advisors Network
California
$270K +$24.6K +120 +11%
FA
753
Flagstar Advisors
New York
$270K +$205 +1 +0.1%
LFA
754
Longview Financial Advisors
Alabama
$268K -$55.5K -271 -19%
S
755
SignatureFD
Georgia
$268K -$15.8K -77 -6%
HOWA
756
Heritage Oak Wealth Advisors
Florida
$268K +$242K +1,180 New
OPW
757
Oxler Private Wealth
New York
$267K +$3.69K +18 +2%
MCCA
758
Mill Creek Capital Advisors
Pennsylvania
$267K +$241K +1,175 New
CAS
759
Coppell Advisory Solutions
Texas
$267K -$3.09M -15,085 -93%
BMCM
760
Burns Matteson Capital Management
New York
$264K -$3.07K -15 -1%
AFG
761
Atomi Financial Group
New York
$264K -$13.7K -67 -5%
SHGA
762
Sand Hill Global Advisors
California
$263K +$9.83K +48 +4%
RI
763
Ridgewood Investments
New Jersey
$262K +$62.2K +304 +36%
RS
764
Rakuten Securities
Japan
$261K -$131K -639 -36%
NP
765
NorthRock Partners
Minnesota
$260K +$205K +1,002 +701%
CP
766
Clarendon Private
Massachusetts
$260K +$234K +1,145 New
GI
767
GAMMA Investing
California
$258K +$195K +953 +518%
CSA
768
Cottage Street Advisors
Massachusetts
$254K +$229K +1,119 New
BWM
769
Base Wealth Management
Florida
$253K -$12.5K -61 -5%
SCA
770
Snowden Capital Advisors
New York
$252K +$227K +1,107 New
NEWAS
771
N.E.W. Advisory Services
Wisconsin
$250K +$11.7K +57 +5%
AIFAIM
772
American Institute for Advanced Investment Management
Arizona
$249K +$3.48K +17 +2%
DSA
773
Droms Strauss Advisors
Missouri
$249K +$205 +1 +0.1%
SSWM
774
Sheets Smith Wealth Management
North Carolina
$247K +$4.09K +20 +2%
LIG
775
Lokken Investment Group
Delaware
$244K +$4.71K +23 +2%