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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RWIA
1976
Roger Wittlin Investment Advisory
California
$1.72M +$939K +2,353 +127%
OW
1977
Olistico Wealth
Oklahoma
$1.72M +$6.38K +16 +0.4%
PFT
1978
Providence First Trust
Arizona
$1.71M -$10.4K -26 -0.6%
TH
1979
Team Hewins
California
$1.71M -$122K -306 -7%
TWP
1980
Tempus Wealth Planning
California
$1.71M +$57.5K +144 +4%
CSB
1981
City State Bank
Iowa
$1.7M +$7.98K +20 +0.5%
ACP
1982
Aviance Capital Partners
Florida
$1.7M -$34.7K -87 -2%
HCA
1983
Horan Capital Advisors
Ohio
$1.7M – – –
TWM
1984
TMD Wealth Management
Arizona
$1.69M -$399K -1,000 -19%
MCM
1985
Morton Capital Management
California
$1.69M -$4.39K -11 -0.3%
LJHT
1986
Laurie J. Hall Trustee
$1.69M +$798 +2 +0%
WAS
1987
Winch Advisory Services
Wisconsin
$1.69M -$98.1K -246 -6%
SCG
1988
Sonata Capital Group
Washington
$1.69M +$75.8K +190 +5%
NA
1989
Nottingham Advisors
New York
$1.68M -$23.1K -58 -1%
WLIM
1990
White Lighthouse Investment Management
Massachusetts
$1.68M -$175K -438 -10%
QPW
1991
Quantum Private Wealth
Florida
$1.68M +$30.3K +76 +2%
GP
1992
Girard Partners
Pennsylvania
$1.67M -$65.8K -165 -4%
OWA
1993
Octavia Wealth Advisors
Ohio
$1.66M -$114K -286 -7%
CWM
1994
Centurion Wealth Management
Virginia
$1.66M +$256K +642 +19%
CCM
1995
Canal Capital Management
Virginia
$1.66M +$181K +454 +13%
CWM
1996
CCG Wealth Management
California
$1.66M -$205K -513 -11%
NYLIM
1997
New York Life Investment Management
New York
$1.66M +$164K +412 +11%
PTC
1998
Philadelphia Trust Company
Pennsylvania
$1.65M -$37.9K -95 -2%
VAM
1999
Verity Asset Management
North Carolina
$1.65M -$246K -617 -13%
SGCA
2000
Steel Grove Capital Advisors
Tennessee
$1.65M +$38.7K +97 +2%
78 79
80
81 82