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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RPGK
1976
Retirement Planning Group (Kansas)
Kansas
$551K -$112K -381 -18%
ACA
1977
Affinity Capital Advisors
California
$548K -$24.9K -85 -5%
OAM
1978
Optimal Asset Management
California
$547K +$148K +506 +40%
FSA
1979
Financial Sense Advisors
California
$545K +$65.6K +224 +15%
AB
1980
Atlas Brown
Kentucky
$542K – – –
PIP
1981
Peachtree Investment Partners
Florida
$542K +$212K +725 +70%
BFP
1982
Briaud Financial Planning
Texas
$541K – – –
EFL
1983
ERn Financial LLC
Wisconsin
$540K -$53K -181 -9%
SAM
1984
SignalPoint Asset Management
Missouri
$538K -$698K -2,385 -58%
MPW
1985
MA Private Wealth
California
$538K -$3.81K -13 -0.7%
OCPWS
1986
One Charles Private Wealth Services
Massachusetts
$533K +$465K +1,588 New
BFM
1987
Boothbay Fund Management
New York
$531K +$504K +1,721 New
CSPIA
1988
Cary Street Partners Investment Advisory
Virginia
$528K +$10.8K +37 +2%
CGH
1989
Crossmark Global Holdings
Texas
$527K – – –
CFN
1990
Cordasco Financial Network
Florida
$526K -$70.2K -240 -12%
LCM
1991
Liberty Capital Management
Michigan
$524K -$452K -1,545 -48%
MCP
1992
Maso Capital Partners
Hong Kong
$524K – – –
DLCIG
1993
D.L. Carlson Investment Group
New Hampshire
$524K +$123K +419 +33%
VCM
1994
Vigilant Capital Management
Maine
$521K -$191K -653 -28%
UWPG
1995
Ullmann Wealth Partners Group
Florida
$521K +$23.1K +79 +5%
BAM
1996
Blueshift Asset Management
New Jersey
$520K -$9.54M -32,609 -95%
PA
1997
PSI Advisors
Florida
$519K -$63.8K -218 -11%
KCPG
1998
Kavar Capital Partners Group
Kansas
$516K -$23.4K -80 -5%
FPIS
1999
Financial Planning & Information Services
Wisconsin
$515K -$10.2K -35 -2%
LA
2000
LVW Advisors
New York
$514K -$100K -343 -17%
78 79
80
81 82