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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
GW
1976
Griffith & Werner
Georgia
$4.84M +$45K +62 +1%
WIC
1977
Woodmont Investment Counsel
Tennessee
$4.84M -$68.9K -95 -1%
SA
1978
Sunesis Advisors
Kansas
$4.83M -$47.1K -65 -1%
MCM
1979
Mengis Capital Management
Oregon
$4.83M -$15.9K -22 -0.3%
FWP
1980
Fiduciary Wealth Partners
Massachusetts
$4.82M +$5.8K +8 +0.1%
SEP
1981
Signature Equity Partners
Ohio
$4.82M -$1.03M -1,421 -18%
LFG
1982
Lockerman Financial Group
California
$4.82M +$1.04M +1,434 +29%
SB
1983
SIG Brokerage
New York
$4.82M +$4.68M +6,453 New
RGC
1984
Roberts, Glore & Co
Illinois
$4.81M +$463K +639 +11%
PWP
1985
Prasad Wealth Partners
Ohio
$4.81M -$74.7K -103 -2%
MAG
1986
M3 Advisory Group
Massachusetts
$4.79M +$52.9K +73 +1%
AF
1987
Apollon Financial
South Carolina
$4.79M +$14.5K +20 +0.3%
ML
1988
McAdam LLC
Pennsylvania
$4.79M -$406K -560 -8%
DSC
1989
Duncker Streett & Co
Missouri
$4.79M +$349K +482 +8%
IWS
1990
Insight Wealth Strategies
California
$4.78M -$246K -339 -5%
AWA
1991
Argos Wealth Advisors
California
$4.77M +$772K +1,065 +20%
MWA
1992
Midland Wealth Advisors
Illinois
$4.75M -$33.4K -46 -0.7%
PA
1993
Prism Advisors
California
$4.75M -$76.9K -106 -2%
EL
1994
Essex LLC
Illinois
$4.74M -$2.9K -4 -0.1%
CP
1995
Castleview Partners
Texas
$4.74M -$16.7K -23 -0.4%
EK
1996
Evensky & Katz
Florida
$4.74M +$749K +1,033 +19%
HWM
1997
Horizon Wealth Management
Illinois
$4.74M +$76.1K +105 +2%
SIA
1998
Schear Investment Advisers
Ohio
$4.74M -$3.53M -4,869 -43%
CPC
1999
Consolidated Planning Corp
Georgia
$4.73M -$166K -229 -3%
DW30
2000
Drucker Wealth 3.0
New Jersey
$4.73M -$8.7K -12 -0.2%
78 79
80
81 82