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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PWAG
1976
Polaris Wealth Advisory Group
California
$1.91M +$1.05M +2,362 +112%
KOC
1977
Koss-Olinger Consulting
Florida
$1.91M – – –
GSC
1978
Grey Street Capital
Illinois
$1.91M +$3.56K +8 +0.2%
EK
1979
Evensky & Katz
Florida
$1.91M +$18.2K +41 +0.9%
CTB
1980
Country Trust Bank
Illinois
$1.9M -$41.4K -93 -2%
AWM
1981
Affinity Wealth Management
Delaware
$1.89M +$11.6K +26 +0.6%
MFWP
1982
Mosaic Family Wealth Partners
Missouri
$1.89M +$5.34K +12 +0.3%
OHWP
1983
Oak Harbor Wealth Partners
North Carolina
$1.89M -$230K -516 -10%
EIA
1984
Eldridge Investment Advisors
New Hampshire
$1.89M -$248K -557 -11%
SF
1985
Safeguard Financial
Wisconsin
$1.88M -$70.7K -159 -3%
AFS
1986
Annapolis Financial Services
Maryland
$1.88M +$461K +1,036 +31%
BSI
1987
Bennett Selby Investments
Maine
$1.88M +$2.67K +6 +0.1%
RMA
1988
Roffman Miller Associates
Pennsylvania
$1.88M +$60K +135 +3%
LSIA
1989
LaSalle St. Investment Advisors
Illinois
$1.87M +$317K +712 +19%
TFA
1990
Toth Financial Advisory
Virginia
$1.87M -$60.5K -136 -3%
AMIM
1991
Aull & Monroe Investment Management
Alabama
$1.86M +$8.01K +18 +0.4%
TWP
1992
Tempus Wealth Planning
California
$1.86M +$88.5K +199 +5%
EWM
1993
Executive Wealth Management
Michigan
$1.86M +$142K +319 +8%
TWM
1994
TMD Wealth Management
Arizona
$1.86M -$56.9K -128 -3%
GI
1995
Gradient Investments
Minnesota
$1.85M +$371K +834 +24%
SSWM
1996
Sheets Smith Wealth Management
North Carolina
$1.85M -$158K -355 -8%
OW
1997
Olistico Wealth
Oklahoma
$1.85M +$17.3K +39 +0.9%
MCA
1998
MSH Capital Advisors
Arizona
$1.85M +$342K +768 +22%
WCP
1999
Wick Capital Partners
Pennsylvania
$1.84M -$9.79K -22 -0.5%
WCM
2000
Wunderlich Capital Managemnt
Tennessee
$1.83M +$82.3K +185 +5%
78 79
80
81 82