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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
DP
1976
Dearborn Partners
Illinois
$1.39M +$436K +1,065 +40%
MLFP
1977
MPS Loria Financial Planners
Illinois
$1.39M +$410 +1 +0%
BSSFA
1978
Baron Silver Stevens Financial Advisors
Florida
$1.39M +$179K +438 +13%
RFA
1979
RTD Financial Advisors
Pennsylvania
$1.39M +$6.96K +17 +0.5%
HAS
1980
HBW Advisory Services
California
$1.39M +$412K +1,005 +11%
BSI
1981
Bennett Selby Investments
Maine
$1.39M +$125K +305 +9%
LDB
1982
Lee, Danner & Bass
Tennessee
$1.39M +$180K +440 +14%
LJHT
1983
Laurie J. Hall Trustee
$1.38M +$98.3K +240 +7%
CSA
1984
Cottage Street Advisors
Massachusetts
$1.38M +$60.6K +148 +4%
MMPW
1985
Mitchell McLeod Pugh & Williams
Alabama
$1.38M -$52.4K -128 -3%
SFG
1986
Sage Financial Group
Pennsylvania
$1.38M +$1.5M +3,652 New
OAM
1987
Oberweis Asset Management
Illinois
$1.37M +$3.69K +9 +0.2%
FMTC
1988
Farmers & Merchants Trust Company
California
$1.37M – – –
BWM
1989
BCS Wealth Management
Tennessee
$1.37M +$18K +44 +1%
CCA
1990
Column Capital Advisors
Indiana
$1.37M -$15.6K -38 -1%
PFGIA
1991
Patriot Financial Group Insurance Agency
Massachusetts
$1.36M +$98.7K +241 +7%
VDI
1992
Vaughan David Investments
Illinois
$1.36M -$633K -1,546 -30%
JPMIA
1993
J.P. Marvel Investment Advisors
Massachusetts
$1.35M – – –
PFA
1994
Professional Financial Advisors
Nebraska
$1.35M +$1.41M +3,450 +2,430%
FCFC
1995
First Commonwealth Financial Corp
Pennsylvania
$1.35M -$3.69K -9 -0.3%
MJRIC
1996
Mogy Joel R Investment Counsel
California
$1.35M – – –
NCM
1997
Northside Capital Management
Oregon
$1.35M – – –
TSWM
1998
Triangle Securities Wealth Management
North Carolina
$1.35M -$41K -100 -3%
EAM
1999
Empirical Asset Management
Massachusetts
$1.35M -$410 -1 -0%
CAL
2000
Capital Analysts LLC
Pennsylvania
$1.34M +$75.4K +184 +5%
78 79
80
81 82