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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1976
Cahaba Wealth Management
Georgia
$1.75M +$229K +596 +15%
EK
1977
Evensky & Katz
Florida
$1.75M +$3.46K +9 +0.2%
BFG
1978
Barber Financial Group
Kansas
$1.75M +$1.76M +4,581 New
CWM
1979
CCG Wealth Management
California
$1.74M -$351K -913 -17%
RLIM
1980
Red Lighthouse Investment Management
New York
$1.74M +$1.75M +4,554 New
WCG
1981
Weaver Consulting Group
California
$1.74M -$5.38K -14 -0.3%
WLIM
1982
White Lighthouse Investment Management
Massachusetts
$1.74M -$93.8K -244 -5%
LPT
1983
Legacy Private Trust
Wisconsin
$1.73M -$77.3K -201 -4%
SHJ
1984
Sharkey, Howes & Javer
Colorado
$1.73M +$24.2K +63 +1%
CCB
1985
Cutter & Co Brokerage
Missouri
$1.73M -$46.9K -122 -3%
BC
1986
Barrett & Company
Rhode Island
$1.73M – – –
HCM
1987
Hillman Capital Management
Maryland
$1.73M +$1.73M +4,511 New
PFBT
1988
Parkside Financial Bank & Trust
Missouri
$1.72M -$33.4K -87 -2%
CAM
1989
Claret Asset Management
Quebec, Canada
$1.72M +$22.7K +59 +1%
TH
1990
Team Hewins
California
$1.72M +$1.72M +4,469 New
SIMM
1991
Stillwater Investment Management (Minnesota)
Minnesota
$1.72M -$7.3K -19 -0.4%
WF
1992
Warner Financial
Maryland
$1.71M +$5.38K +14 +0.3%
BFIM
1993
Beese Fulmer Investment Management
Ohio
$1.71M +$8.07K +21 +0.5%
CFC
1994
Coyle Financial Counsel
Illinois
$1.71M -$32.3K -84 -2%
AP
1995
Arlington Partners
Alabama
$1.7M – – –
KOC
1996
Koss-Olinger Consulting
Florida
$1.7M – – –
CWM
1997
Cordatus Wealth Management
Pennsylvania
$1.7M +$1.71M +4,447 New
AGAM
1998
Audent Global Asset Management
California
$1.7M -$426K -1,109 -20%
GHA
1999
GW Henssler & Associates
Georgia
$1.69M +$452K +1,177 +36%
CG
2000
Clarus Group
Texas
$1.69M +$673K +1,751 +66%
78 79
80
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