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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1976
Maple Capital Management
Vermont
$285K +$20.7K +72 +8%
BC
1977
Blackhill Capital
New Jersey
$284K – – –
AFM
1978
Abbot Financial Management
Massachusetts
$284K +$5.76K +20 +2%
SAM
1979
Summit Asset Management
Tennessee
$283K -$17.9K -62 -6%
PCMC
1980
Private Capital Management (Colorado)
Colorado
$282K -$100K -348 -27%
SFWC
1981
Strategic Family Wealth Counselors
New Jersey
$282K -$25.9K -90 -9%
DWA
1982
Dorsey Wright & Associates
California
$282K +$278K +964 New
WPA
1983
Winning Points Advisors
Florida
$281K – – –
SL
1984
Salomon & Ludwin
Virginia
$281K +$264K +918 +2,239%
CAAS
1985
Capital Asset Advisory Services
Michigan
$281K +$276K +959 New
DP
1986
Denver PWM
Colorado
$279K -$18.4K -64 -6%
WAM
1987
World Asset Management
Michigan
$278K -$3.49M -12,110 -93%
LF
1988
Lee Financial
Texas
$277K – – –
LCOV
1989
London Company of Virginia
Virginia
$277K +$8.35K +29 +3%
EU
1990
Emory University
Georgia
$276K – – –
LFG
1991
LifePlan Financial Group
Ohio
$274K -$89.8K -312 -25%
RWM
1992
Rezny Wealth Management
Florida
$274K -$12.4K -43 -4%
WCWM
1993
Willow Creek Wealth Management
California
$272K – – –
SC
1994
Schoolcraft Capital
Colorado
$271K -$250K -867 -48%
FLA
1995
Financial Life Advisors
Texas
$269K -$6.62K -23 -2%
MMM
1996
Mendel Money Management
Illinois
$267K +$263K +912 New
AAP
1997
Arax Advisory Partners
Colorado
$265K +$260K +904 New
RPA
1998
Rock Point Advisors
Vermont
$264K -$21.6K -75 -8%
CASB
1999
Cape Ann Savings Bank
Massachusetts
$264K -$2.88K -10 -1%
WA
2000
Wealthstar Advisors
Texas
$264K – – –
78 79
80
81 82