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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
ME
1976
McIlrath & Eck
Washington
$2.61M -$74.4K -167 -3%
VP
1977
Verum Partners
North Carolina
$2.61M +$299K +671 +14%
GKIM
1978
GW&K Investment Management
Massachusetts
$2.6M +$371K +832 +18%
MW
1979
Marcum Wealth
Ohio
$2.59M +$1.49M +3,346 +159%
IDA
1980
Intelligence Driven Advisers
California
$2.59M -$87.8K -197 -4%
SWP
1981
Semus Wealth Partners
Florida
$2.59M +$343K +769 +16%
MAG
1982
M3 Advisory Group
Massachusetts
$2.59M +$2.42M +5,441 New
LGWM
1983
Litman Gregory Wealth Management
California
$2.58M +$83.3K +187 +4%
EFG
1984
Erickson Financial Group
Pennsylvania
$2.58M +$208K +467 +9%
SAM
1985
Sequent Asset Management
Texas
$2.58M -$1.37M -3,075 -36%
BWA
1986
Beam Wealth Advisors
Louisiana
$2.58M +$74.8K +168 +3%
1IA
1987
1834 Investment Advisors
Wisconsin
$2.58M -$12K -27 -0.5%
AF
1988
Affiance Financial
Minnesota
$2.57M -$20.9K -47 -0.9%
LSA
1989
Lion Street Advisors
Texas
$2.57M +$186K +418 +8%
EWM
1990
Executive Wealth Management
Michigan
$2.56M +$467K +1,048 +24%
MRWM
1991
ML&R Wealth Management
Texas
$2.56M -$20.5K -46 -0.8%
SCP
1992
Silverleafe Capital Partners
Tennessee
$2.56M -$88.2K -198 -4%
PFGIA
1993
Patriot Financial Group Insurance Agency
Massachusetts
$2.56M -$966K -2,168 -29%
MAM
1994
Marquette Asset Management
Minnesota
$2.55M – – –
SIG
1995
Sky Investment Group
Connecticut
$2.55M – – –
HCM
1996
Hutchinson Capital Management
California
$2.54M +$882K +1,979 +59%
CFG
1997
Cooper Financial Group
California
$2.53M +$119K +268 +5%
ZCI
1998
Zevenbergen Capital Investments
Washington
$2.53M -$367K -823 -13%
CRIG
1999
Charter Research & Investment Group
Connecticut
$2.53M -$8.91K -20 -0.4%
AMG
2000
Asset Management Group
Connecticut
$2.53M +$4.46K +10 +0.2%
78 79
80
81 82