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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
1976
Clarkston Capital Partners
Michigan
$940K +$10.6K +30 +1%
DIA
1977
Dean Investment Associates
Ohio
$935K +$3.55K +10 +0.4%
DJYG
1978
David J. Yvars Group
Florida
$934K +$891K +2,511 New
PL
1979
Parthenon LLC
Kentucky
$931K – – –
OAM
1980
Occidental Asset Management
California
$927K -$303K -853 -26%
WAS
1981
WESPAC Advisors SoCal
California
$925K -$545K -1,535 -38%
OBWP
1982
O'Brien Wealth Partners
Massachusetts
$925K -$51.4K -145 -6%
LFA
1983
Legacy Financial Advisors
Kentucky
$922K +$79.1K +223 +10%
BSSFA
1984
Baron Silver Stevens Financial Advisors
Florida
$920K +$873K +2,461 New
WAM
1985
Weiss Asset Management
Massachusetts
$910K -$108M -303,080 -99%
JWM
1986
JFG Wealth Management
Colorado
$907K +$502K +1,416 +140%
W
1987
Wealthquest
Ohio
$901K – – –
CCM
1988
Canal Capital Management
Virginia
$897K +$60K +169 +8%
W
1989
WealthStone
Ohio
$897K +$851K +2,398 New
LPT
1990
Legacy Private Trust
Wisconsin
$894K -$14.2K -40 -2%
BFPW
1991
BOK Financial Private Wealth
Colorado
$891K +$41.9K +118 +5%
LCC
1992
Lincoln Capital Corp
Rhode Island
$889K +$42.2K +119 +5%
PLFAM
1993
Pineno Levin & Ford Asset Management
Virginia
$888K – – –
VC
1994
Vestor Capital
Illinois
$888K +$423K +1,192 +101%
PA
1995
Parkside Advisors
California
$887K +$161K +455 +24%
PS
1996
Portfolio Solutions
Michigan
$886K -$88.3K -249 -10%
GC
1997
Gibson Capital
Pennsylvania
$886K – – –
GPA
1998
Garrison Point Advisors
California
$886K +$355 +1 +0%
IAA
1999
Independent Advisor Alliance
North Carolina
$884K +$272K +766 +48%
KOMWMG
2000
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$883K +$7.45K +21 +0.9%
78 79
80
81 82