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Invesco NASDAQ 100 ETF
QQQM

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
801
Howard Financial Services
Texas
$537K +$15.7K +62 +3%
NW
802
NewEdge Wealth
Pennsylvania
$534K +$324K +1,284 +155%
BI
803
Breachway Investments
Rhode Island
$529K +$529K +2,093 New
OWM
804
Orgel Wealth Management
Wisconsin
$523K +$522K +2,067 New
KW
805
KWB Wealth
California
$522K +$25.5K +101 +5%
PWW
806
Pettyjohn Wood & White
Virginia
$521K +$5.05K +20 +1%
RIL
807
Rothschild Investment LLC
Illinois
$519K – – –
FWSM
808
First Wilshire Securities Management
California
$517K +$233K +923 +82%
MAM
809
MWA Asset Management
Massachusetts
$514K -$20.7K -82 -4%
IIA
810
IPG Investment Advisors
California
$511K +$86.7K +343 +20%
FMWA
811
Forvis Mazars Wealth Advisors
Missouri
$508K -$2.78K -11 -0.5%
BWA
812
BlueChip Wealth Advisors
Georgia
$506K – – –
MWM
813
MOR Wealth Management
Pennsylvania
$505K +$505K +1,998 New
BWMG
814
Barnes Wealth Management Group
California
$504K +$39.2K +155 +8%
TCM
815
Triumph Capital Management
Colorado
$504K +$211K +837 +73%
BCG
816
Bravias Capital Group
New Jersey
$497K -$25K -99 -5%
CCM
817
Coldstream Capital Management
Washington
$495K +$494K +1,957 New
RWB
818
RMR Wealth Builders
New Jersey
$493K +$233K +923 +90%
NFG
819
Northbridge Financial Group
Florida
$492K +$491K +1,944 New
WT
820
Washington Trust
Rhode Island
$490K +$22.2K +88 +5%
T
821
Tidemark
California
$488K – – –
CAS
822
Coppell Advisory Solutions
Texas
$487K +$99K +392 +26%
SPI
823
Santori & Peters Inc
Pennsylvania
$486K +$1.01K +4 +0.2%
ONB
824
Old National Bancorp
Indiana
$482K – – –
SCP
825
Silverleafe Capital Partners
Tennessee
$482K – – –
31 32
33
34 35