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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
1976
Front Row Advisors
California
$1.34M +$87.4K +220 +6%
CSA
1977
Cottage Street Advisors
Massachusetts
$1.34M +$34.5K +87 +2%
BWM
1978
BCS Wealth Management
Tennessee
$1.33M +$41.7K +105 +3%
EP
1979
Eudaimonia Partners
Tennessee
$1.33M -$92.5K -233 -6%
BAM
1980
Banta Asset Management
California
$1.33M – – –
EWM
1981
Elite Wealth Management
Washington
$1.33M -$63.9K -161 -4%
SFG
1982
Sage Financial Group
Pennsylvania
$1.32M +$20.3K +51 +1%
BONST
1983
Bank of Nova Scotia Trust
Ontario, Canada
$1.32M +$1.99K +5 +0.1%
FA
1984
Fermata Advisors
California
$1.32M +$195K +492 +15%
LIG
1985
Lokken Investment Group
Delaware
$1.32M -$99.7K -251 -6%
AUB
1986
Atlantic Union Bankshares
Virginia
$1.32M -$79K -199 -5%
PAMG
1987
Patton Albertson Miller Group
Tennessee
$1.32M -$39.3K -99 -3%
CWA
1988
Consilio Wealth Advisors
Washington
$1.31M +$141K +354 +11%
RWA
1989
RGT Wealth Advisors
Texas
$1.31M +$566K +1,425 +64%
SIP
1990
Stoneridge Investment Partners
Pennsylvania
$1.31M -$59.6K -150 -4%
MWM
1991
Maltin Wealth Management
New Jersey
$1.31M +$124K +312 +9%
CCG
1992
Coastwise Capital Group
California
$1.31M -$1.82M -4,593 -56%
OAM
1993
Oberweis Asset Management
Illinois
$1.3M +$4.37K +11 +0.3%
WIA
1994
Westbourne Investment Advisors
Maryland
$1.3M -$44.5K -112 -3%
ACS
1995
Archford Capital Strategies
Illinois
$1.3M +$134K +338 +10%
CA
1996
Continuum Advisory
Idaho
$1.3M +$38.9K +98 +2%
CCA
1997
Column Capital Advisors
Indiana
$1.29M -$1.19K -3 -0.1%
CCA
1998
Clearwater Capital Advisors
Illinois
$1.29M +$62.3K +157 +5%
QT
1999
Quantbot Technologies
New York
$1.29M +$1.44M +3,621 New
BHIA
2000
Birch Hill Investment Advisors
Massachusetts
$1.29M -$49.6K -125 -3%
78 79
80
81 82