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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
LCOV
1976
London Company of Virginia
Virginia
$277K +$8.35K +29 +3%
EU
1977
Emory University
Georgia
$276K
LFG
1978
LifePlan Financial Group
Ohio
$274K -$89.8K -312 -25%
RWM
1979
Rezny Wealth Management
Florida
$274K -$12.4K -43 -4%
WCWM
1980
Willow Creek Wealth Management
California
$272K
SC
1981
Schoolcraft Capital
Colorado
$271K -$250K -867 -48%
FLA
1982
Financial Life Advisors
Texas
$269K -$6.62K -23 -2%
MMM
1983
Mendel Money Management
Illinois
$267K +$263K +912 New
AAP
1984
Arax Advisory Partners
Colorado
$265K +$260K +904 New
RPA
1985
Rock Point Advisors
Vermont
$264K -$21.6K -75 -8%
CASB
1986
Cape Ann Savings Bank
Massachusetts
$264K -$2.88K -10 -1%
WA
1987
Wealthstar Advisors
Texas
$264K
IC
1988
Inscription Capital
Texas
$264K +$33.1K +115 +14%
DC
1989
DeDora Capital
California
$263K
CAM
1990
Chesapeake Asset Management
New York
$262K +$40.3K +140 +19%
DLCIG
1991
D.L. Carlson Investment Group
New Hampshire
$261K -$6.62K -23 -3%
MWM
1992
MinichMacGregor Wealth Management
New York
$260K
RWG
1993
Regal Wealth Group
California
$258K +$864 +3 +0.3%
KB
1994
Kimelman & Baird
New York
$256K
LPWM
1995
Lake Point Wealth Management
Texas
$256K
VSWA
1996
Vontobel Swiss Wealth Advisors
Switzerland
$255K -$67.7K -235 -21%
FM
1997
Foster & Motley
Ohio
$255K
XSC
1998
X-Square Capital
Puerto Rico
$255K +$288 +1 +0.1%
BFM
1999
Broadview Financial Management
Wisconsin
$253K -$18.4K -64 -7%
PCA
2000
Peddock Capital Advisors
Massachusetts
$251K