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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1976
Affinity Wealth Management
Delaware
$1.95M – – –
BSI
1977
Bennett Selby Investments
Maine
$1.95M +$41.5K +99 +2%
KPWG
1978
KFA Private Wealth Group
Virginia
$1.94M +$45.3K +108 +3%
BSB
1979
Bangor Savings Bank
Maine
$1.93M -$10.5K -25 -0.6%
SIA
1980
Sovereign Investment Advisors
Arizona
$1.93M +$1.83M +4,357 New
WP
1981
WealthShield Partners
North Carolina
$1.93M +$292K +696 +19%
AFG
1982
ABLE Financial Group
Arizona
$1.93M +$9.65K +23 +0.5%
AMIM
1983
Aull & Monroe Investment Management
Alabama
$1.93M +$48.3K +115 +3%
SWP
1984
Semus Wealth Partners
Florida
$1.92M +$456K +1,086 +33%
FWI
1985
Facet Wealth Inc
Maryland
$1.92M -$21K -50 -1%
WCG
1986
Weaver Consulting Group
California
$1.92M -$13.4K -32 -0.7%
WCP
1987
Wick Capital Partners
Pennsylvania
$1.91M -$182K -433 -9%
MWM
1988
Merriman Wealth Management
Washington
$1.9M +$326K +777 +22%
SAM
1989
Sawgrass Asset Management
Florida
$1.9M +$1.49M +3,546 +477%
OW
1990
Olistico Wealth
Oklahoma
$1.9M +$39K +93 +2%
CAM
1991
Claret Asset Management
Quebec, Canada
$1.9M +$3.36K +8 +0.2%
CCP
1992
Clarkston Capital Partners
Michigan
$1.89M – – –
RMA
1993
Roffman Miller Associates
Pennsylvania
$1.89M -$240K -572 -12%
NRG
1994
Nemes Rush Group
Michigan
$1.88M +$1.78M +4,246 New
VCP
1995
Verus Capital Partners
Arizona
$1.88M -$261K -623 -13%
JWM
1996
Jackson Wealth Management
Florida
$1.87M +$1.77M +4,219 New
FMTCOCP
1997
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.87M +$204K +487 +13%
RWA
1998
Roberts Wealth Advisors
California
$1.86M -$10.1K -24 -0.6%
LHC
1999
Little House Capital
Massachusetts
$1.86M +$483K +1,150 +38%
TCM
2000
Tufton Capital Management
Maryland
$1.86M -$8.39K -20 -0.5%
78 79
80
81 82