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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
BEAM
1976
Baker Ellis Asset Management
Washington
$3.81M +$15.3K +26 +0.4%
HP
1977
Highlander Partners
Texas
$3.81M – – –
GLLW
1978
Graves Light Lenhart Wealth
Virginia
$3.81M -$91.9K -156 -2%
SHFA
1979
SC&H Financial Advisors
Maryland
$3.81M -$158K -269 -4%
NWAG
1980
Net Worth Advisory Group
Utah
$3.8M +$2.07M +3,516 +119%
SCG
1981
Sonata Capital Group
Washington
$3.8M +$176K +299 +5%
RMA
1982
Roffman Miller Associates
Pennsylvania
$3.79M +$10K +17 +0.3%
CFP
1983
Cascade Financial Partners
California
$3.79M -$81.3K -138 -2%
NB
1984
Northwest Bancshares
Pennsylvania
$3.78M -$153K -260 -4%
ASBI
1985
American State Bank (Iowa)
Iowa
$3.78M – – –
APG
1986
Abacus Planning Group
South Carolina
$3.78M +$589 +1 +0%
C
1987
Certuity
Florida
$3.78M -$3.89M -6,599 -51%
PSIWM
1988
Paradigm Strategies in Wealth Management
Minnesota
$3.78M -$167K -284 -4%
AF
1989
Affiance Financial
Minnesota
$3.77M +$18.9K +32 +0.5%
BFPW
1990
BOK Financial Private Wealth
Colorado
$3.77M +$1.95M +3,306 +106%
VWM
1991
Valley Wealth Managers
New Jersey
$3.77M +$134K +228 +4%
CCMG
1992
Clark Capital Management Group
Pennsylvania
$3.77M -$1.53M -2,589 -29%
FP
1993
Financial Perspectives
Minnesota
$3.76M +$56.6K +96 +2%
TCM
1994
Traynor Capital Management
Pennsylvania
$3.75M -$106K -180 -3%
MIC
1995
Meridian Investment Counsel
California
$3.75M -$392K -665 -9%
CIP
1996
Capital Insight Partners
Arizona
$3.74M -$78.9K -134 -2%
NRI
1997
NFP Retirement Inc
California
$3.73M +$376K +639 +11%
TW
1998
TritonPoint Wealth
Maryland
$3.73M -$54.2K -92 -1%
FIB
1999
First Interstate Bank
Montana
$3.73M +$114K +193 +3%
WAS
2000
Winch Advisory Services
Wisconsin
$3.72M +$33K +56 +0.9%
78 79
80
81 82