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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1976
Column Capital Advisors
Indiana
$1.65M -$841K -1,889 -34%
IFA
1977
Interactive Financial Advisors
Illinois
$1.65M -$8.35M -18,752 -70%
XF
1978
XML Financial
Maryland
$1.65M +$45K +101 +3%
KPWG
1979
KFA Private Wealth Group
Virginia
$1.65M -$160K -359 -9%
PP
1980
Palladium Partners
Virginia
$1.65M -$45.9K -103 -3%
JCM
1981
Janney Capital Management
Pennsylvania
$1.64M -$2.16M -4,844 -57%
FMTC
1982
Farmers & Merchants Trust Company
California
$1.64M +$24.9K +56 +2%
BWM
1983
BlackDiamond Wealth Management
New York
$1.64M +$37.4K +84 +2%
OAM
1984
Oberweis Asset Management
Illinois
$1.64M +$12.5K +28 +0.8%
JPMIA
1985
J.P. Marvel Investment Advisors
Massachusetts
$1.62M – – –
FCFC
1986
First Commonwealth Financial Corp
Pennsylvania
$1.62M +$36.1K +81 +2%
ECM
1987
ExodusPoint Capital Management
New York
$1.62M -$251M -563,378 -99%
MJRIC
1988
Mogy Joel R Investment Counsel
California
$1.62M +$10.7K +24 +0.7%
BWM
1989
BCS Wealth Management
Tennessee
$1.62M +$55.7K +125 +4%
KCM
1990
KLK Capital Management
California
$1.62M +$531K +1,192 +50%
NCM
1991
Northside Capital Management
Oregon
$1.61M – – –
LIG
1992
Lokken Investment Group
Delaware
$1.61M -$376K -845 -18%
EAM
1993
Empirical Asset Management
Massachusetts
$1.61M -$4.42M -9,935 -74%
SFPM
1994
Sensible Financial Planning & Management
Massachusetts
$1.61M -$4.45K -10 -0.3%
NL
1995
NVWM LLC
Pennsylvania
$1.6M -$3.42M -7,683 -68%
E
1996
Ergoteles
New York
$1.6M -$3.42M -7,682 -68%
ERIC
1997
Eagle Rock Investment Company
Georgia
$1.6M -$201K -452 -11%
MCWS
1998
McKinley Carter Wealth Services
West Virginia
$1.6M -$904K -2,031 -36%
HCM
1999
HM Capital Management
Missouri
$1.59M -$46.7K -105 -3%
LCM
2000
Logan Capital Management
Pennsylvania
$1.59M -$1.52M -3,422 -49%
78 79
80
81 82