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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CSA
1976
Cottage Street Advisors
Massachusetts
$607K +$131K +425 +29%
SFC
1977
SYM Financial Corp
Indiana
$603K +$353K +1,145 +157%
CPSC
1978
Carl P. Sherr & Co
Massachusetts
$601K +$575K +1,866 New
ARMC
1979
American Research & Management Company
Massachusetts
$600K – – –
PCTC
1980
Perkins Coie Trust Company
Washington
$599K – – –
CL
1981
Cabana LLC
Arkansas
$599K +$1.23K +4 +0.2%
WIA
1982
Westbourne Investment Advisors
Maryland
$599K +$205K +667 +56%
CS
1983
Candriam SCA
Luxembourg
$598K -$12.6K -41 -4%
PWS
1984
Private Wealth Strategies
Ohio
$598K +$572K +1,857 New
MLFP
1985
MPS Loria Financial Planners
Illinois
$593K +$616 +2 +0.1%
HCM
1986
Howard Capital Management
Georgia
$593K +$1.07M +3,471 +187%
PA
1987
Parkside Advisors
California
$589K -$39.4K -128 -7%
CAN
1988
Claraphi Advisory Network
United States
$584K -$1.08M -3,514 -66%
PI
1989
PHH Investments
Texas
$584K +$33.6K +109 +6%
LWM
1990
Lyell Wealth Management
California
$581K -$30.8K -100 -5%
APP
1991
Avantax Planning Partners
Iowa
$581K -$2.15K -7 -0.4%
PWA
1992
Physician Wealth Advisors
Utah
$580K -$133K -433 -20%
ISB
1993
Iowa State Bank
Iowa
$579K – – –
BPCA
1994
Bank Pictet & Cie (Asia)
Singapore
$579K +$207K +672 +60%
PWM
1995
PBMares Wealth Management
Virginia
$578K +$552K +1,794 New
FA
1996
FDx Advisors
Illinois
$577K +$222K +722 +67%
AIM
1997
Acropolis Investment Management
Missouri
$576K -$21.6K -70 -4%
CFMC
1998
Curbstone Financial Management Corp
New Hampshire
$576K – – –
IAMOG
1999
Investors Asset Management of Georgia
Georgia
$575K – – –
NAS
2000
Nicolet Advisory Services
Wisconsin
$575K +$30.2K +98 +6%
78 79
80
81 82