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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SG
1976
Somerset Group
Minnesota
$1.13M – – –
CWM
1977
Campbell Wealth Management
Virginia
$1.13M +$40.1K +91 +4%
FWI
1978
Facet Wealth Inc
Maryland
$1.13M +$219K +496 +23%
WIC
1979
WealthBridge Investment Counsel
Alberta, Canada
$1.13M -$11.9K -27 -1%
WF
1980
WoodTrust Financial
Wisconsin
$1.13M +$3.97K +9 +0.3%
SWM
1981
Sugarloaf Wealth Management
Georgia
$1.13M -$466K -1,056 -29%
KFP
1982
KB Financial Partners
New Jersey
$1.12M – – –
SFP
1983
Sterling Financial Planning
New Jersey
$1.12M +$3.53K +8 +0.3%
FSCM
1984
Front Street Capital Management
Montana
$1.12M +$113K +256 +7%
IIC
1985
Ironwood Investment Counsel
Arizona
$1.11M +$1.14M +2,594 New
CCP
1986
Clarkston Capital Partners
Michigan
$1.11M +$28.7K +65 +3%
RWA
1987
Roberts Wealth Advisors
California
$1.11M +$1.14M +2,587 New
WCG
1988
Wall Capital Group
Arizona
$1.11M +$5.73K +13 +0.5%
BSSFA
1989
Baron Silver Stevens Financial Advisors
Florida
$1.11M – – –
EPWM
1990
Essex Private Wealth Management
Massachusetts
$1.1M -$22.1K -50 -2%
CPA
1991
Capital Planning Advisors
California
$1.1M – – –
NAMM
1992
NorthStar Asset Management (Massachusetts)
Massachusetts
$1.1M – – –
BMA
1993
Brooks Moore & Associates
Tennessee
$1.1M – – –
TP
1994
Truvvo Partners
New York
$1.1M +$343K +777 +44%
AIP
1995
Ahrens Investment Partners
Louisiana
$1.1M -$22.1K -50 -2%
HC
1996
Hourglass Capital
Texas
$1.09M +$441 +1 +0%
PWAG
1997
Polaris Wealth Advisory Group
California
$1.09M – – –
PP
1998
PDS Planning
Ohio
$1.09M -$191K -434 -15%
DIA
1999
Dean Investment Associates
Ohio
$1.08M +$3.53K +8 +0.3%
BA
2000
Bellwether Advisors
Nebraska
$1.08M -$132K -300 -11%
78 79
80
81 82