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State Street SPDR S&P 500 ETF Trust

Name Holding Trade Value Shares
Change
Change in
Stake
PRS
1976
Pinkerton Retirement Specialists
Idaho
$597K -$2.65K -8 -0.4%
EVC
1977
Eidelman Virant Capital
Missouri
$596K +$587K +1,771 New
WMSA
1978
Weiss Multi-Strategy Advisers
New York
$596K +$590K +1,781 New
PCTC
1979
Perkins Coie Trust Company
Washington
$595K -$28.2K -85 -5%
LCM
1980
Leisure Capital Management
California
$595K +$48.1K +145 +9%
IAMOG
1981
Investors Asset Management of Georgia
Georgia
$592K -$83.8K -253 -13%
SAM
1982
SignalPoint Asset Management
Missouri
$591K +$6.63K +20 +1%
NIC
1983
Northwest Investment Counselors
Oregon
$590K -$106K -320 -15%
BFP
1984
Briaud Financial Planning
Texas
$588K
EFL
1985
ERn Financial LLC
Wisconsin
$587K
TGAM
1986
TBH Global Asset Management
Tennessee
$585K -$23.5K -71 -4%
LC
1987
Landaas & Company
Wisconsin
$583K -$219K -660 -27%
FSA
1988
Financial Sense Advisors
California
$583K -$9.28K -28 -2%
WOSD
1989
WFA of San Diego
California
$582K -$2.53M -7,643 -81%
NWS
1990
Newport Wealth Strategies
California
$580K +$70.6K +213 +14%
ERIM
1991
Eagle Ridge Investment Management
Connecticut
$578K -$186K -560 -24%
VBFP
1992
Valtinson Bruner Financial Planning
Minnesota
$577K +$3.31K +10 +0.6%
CFN
1993
Cordasco Financial Network
Florida
$577K +$5.3K +16 +0.9%
KCM
1994
Kathmere Capital Management
Pennsylvania
$577K +$23.2K +70 +4%
MIM
1995
Macroview Investment Management
Maryland
$576K -$76.9K -232 -12%
CFFP
1996
Center for Financial Planning
Michigan
$569K -$39.1K -118 -6%
NC
1997
NovaPoint Capital
Georgia
$567K -$433K -1,308 -44%
WA
1998
WestEnd Advisors
North Carolina
$566K -$1.48M -4,466 -73%
LWM
1999
Laidlaw Wealth Management
New York
$565K +$559K +1,688 New
HW
2000
Hedeker Wealth
Illinois
$564K +$232K +701 +71%