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Invesco NASDAQ 100 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RAM
851
Reflection Asset Management
South Carolina
$425K +$385K +1,539 New
SWMG
852
Stillwater Wealth Management Group
Florida
$423K +$52.3K +209 +13%
IPW
853
Impact Partnership Wealth
Georgia
$420K -$31.8K -127 -7%
BIP Wealth
854
BIP Wealth
Georgia
$419K +$441K +1,765 New
HSWS
855
Higgins & Schmidt Wealth Strategies
Colorado
$418K -$292K -1,169 -40%
PIP
856
Peachtree Investment Partners
Florida
$416K – – –
CSA
857
Cottage Street Advisors
Massachusetts
$414K -$4.5K -18 -1%
FMI
858
F/M Investments
District of Columbia
$414K – – –
LLWM
859
Life Line Wealth Management
California
$411K +$500 +2 +0.1%
GC
860
Guidance Capital
Kentucky
$411K +$7.25K +29 +2%
RFA
861
Resurgent Financial Advisors
Georgia
$410K +$1.25K +5 +0.3%
TIAA-CREF Individual & Institutional Services
862
TIAA-CREF Individual & Institutional Services
New York
$405K +$426K +1,704 New
MFWP
863
Mosaic Family Wealth Partners
Missouri
$405K +$426K +1,703 New
FFG
864
Fortress Financial Group
Minnesota
$400K +$150K +601 +55%
SW
865
SMART Wealth
Nebraska
$400K +$62.3K +249 +17%
PIA
866
Perennial Investment Advisors
California
$396K +$417K +1,666 New
SI
867
SimpliFi Inc
California
$393K -$2.25K -9 -0.5%
GS
868
GWN Securities
Florida
$391K +$14.3K +57 +4%
DCM
869
DGS Capital Management
New Jersey
$389K +$750 +3 +0.2%
Fifth Third Wealth Advisors
870
Fifth Third Wealth Advisors
Ohio
$386K +$406K +1,624 New
LSIA
871
LaSalle St. Investment Advisors
Illinois
$385K +$406K +1,622 New
IA
872
Integrity Alliance
Iowa
$384K -$174K -695 -30%
PWP
873
Principle Wealth Partners
Connecticut
$384K +$39.8K +159 +11%
RI
874
Ridgewood Investments
New Jersey
$383K +$403K +1,610 New
GBA
875
Garrison Bradford & Associates
New York
$380K +$400K +1,601 New