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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
1976
Tempus Wealth Planning
California
$2.92M +$239K +456 +9%
GWA
1977
Geometric Wealth Advisors
District of Columbia
$2.92M +$287K +548 +11%
ACP
1978
Aviance Capital Partners
Florida
$2.92M +$397K +758 +16%
FA
1979
Flagstar Advisors
New York
$2.92M +$161K +307 +6%
MFC
1980
Miramar Fiduciary Corp
Nevada
$2.91M +$402K +769 +17%
SFG
1981
Snider Financial Group
Washington
$2.91M +$2.8M +5,348 New
MMPW
1982
Mitchell McLeod Pugh & Williams
Alabama
$2.91M +$37.7K +72 +1%
CRIG
1983
Charter Research & Investment Group
Connecticut
$2.91M – – –
RW
1984
Rede Wealth
Virginia
$2.91M -$88.5K -169 -3%
SIM
1985
Sentry Investment Management
Wisconsin
$2.91M +$2.46M +4,692 +724%
ATS
1986
Ashton Thomas Securities
New York
$2.9M +$339K +647 New
ESB
1987
Essex Savings Bank
Connecticut
$2.9M +$61.8K +118 +2%
ECAM
1988
East Coast Asset Management
Massachusetts
$2.89M – – –
PBT
1989
Pictet Bank & Trust
Bahamas
$2.89M – – –
CCG
1990
Catalina Capital Group
California
$2.88M +$15.7K +30 +0.6%
BO
1991
Bank OZK
Arkansas
$2.88M -$45.5K -87 -2%
WN
1992
Williams & Novak
California
$2.88M -$434K -830 -14%
BHWM
1993
Beaird Harris Wealth Management
Texas
$2.87M +$249K +476 +10%
JIP
1994
Jaffetilchin Investment Partners
Florida
$2.87M +$135K +257 +5%
AIM
1995
Anchor Investment Management
South Carolina
$2.87M +$49.7K +95 +2%
PWM
1996
PBMares Wealth Management
Virginia
$2.87M -$4.71K -9 -0.2%
PAG
1997
Paladin Advisory Group
Iowa
$2.86M +$59.1K +113 +2%
CSA
1998
Cottage Street Advisors
Massachusetts
$2.85M +$138K +263 +5%
MWM
1999
Merriman Wealth Management
Washington
$2.84M +$406K +775 +17%
PAMG
2000
Patton Albertson Miller Group
Tennessee
$2.84M -$19.9K -38 -0.7%
78 79
80
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