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Invesco NASDAQ 100 ETF
QQQM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
851
MOR Wealth Management
Pennsylvania
$817K +$121K +428 +19%
CCMG
852
Clark Capital Management Group
Pennsylvania
$813K +$760K +2,682 New
AW
853
Alteri Wealth
California
$810K -$63.7K -225 -8%
DWM
854
Dakota Wealth Management
Florida
$802K -$56.9K -201 -7%
FFA
855
Founders Financial Alliance
North Carolina
$800K -$42.2K -149 -5%
HWM
856
HB Wealth Management
Georgia
$799K +$205K +722 +38%
NFA
857
Northwest Financial Advisors
Virginia
$798K +$9.63K +34 +1%
BWM
858
BlackDiamond Wealth Management
New York
$798K +$12.2K +43 +2%
CAM
859
Columbia Asset Management
Michigan
$797K – – –
CAM
860
Cidel Asset Management
Ontario, Canada
$796K +$24.9K +88 +3%
BC
861
Bulwark Capital
Florida
$785K +$295K +1,041 +67%
WIM
862
WealthPlan Investment Management
Nebraska
$773K -$15K -53 -2%
AIC
863
Archer Investment Corporation
Indiana
$768K +$54.7K +193 +8%
BFA
864
Beaumont Financial Advisors
Massachusetts
$766K +$75.1K +265 +12%
SWM
865
SHP Wealth Management
Massachusetts
$763K +$6.8K +24 +1%
AWM
866
Accurate Wealth Management
Florida
$754K +$23.5K +83 +3%
ACM
867
Advance Capital Management
Michigan
$746K -$133K -470 -16%
BCM
868
Beck Capital Management
Texas
$738K +$378K +1,335 +121%
BCM
869
Boreal Capital Management
Florida
$732K – – –
GWP
870
Gen-Wealth Partners
Michigan
$732K – – –
HIP
871
HUB Investment Partners
Texas
$722K +$254K +895 +60%
OWP
872
Obermeyer Wealth Partners
Colorado
$714K – – –
TCIIS
873
TIAA-CREF Individual & Institutional Services
New York
$706K +$178K +627 +37%
SWM
874
Segment Wealth Management
Texas
$705K +$240K +849 +57%
BCG
875
Bravias Capital Group
New Jersey
$696K +$96.6K +341 +17%
33 34
35
36 37