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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1976
Fagan Associates
New York
$3.44M -$98.2K -167 -3%
KJHP
1977
K.J. Harrison & Partners
Ontario, Canada
$3.44M -$10.2M -17,351 -74%
JIP
1978
Jaffetilchin Investment Partners
Florida
$3.44M +$92.3K +157 +3%
NRI
1979
NFP Retirement Inc
California
$3.43M -$141K -240 -4%
CIP
1980
Capital Insight Partners
Arizona
$3.42M -$155K -263 -4%
RSVP
1981
Ramsay Stattman Vela & Price
Colorado
$3.42M -$85.2K -145 -2%
ALA
1982
Atlas Legacy Advisors
California
$3.41M -$629K -1,070 -15%
SIG
1983
Sky Investment Group
Connecticut
$3.41M – – –
OWA
1984
Octavia Wealth Advisors
Ohio
$3.4M +$6.47K +11 +0.2%
PFGIA
1985
Patriot Financial Group Insurance Agency
Massachusetts
$3.4M +$797K +1,356 +29%
SWAG
1986
Spectrum Wealth Advisory Group
California
$3.4M -$397K -675 -10%
PP
1987
PDS Planning
Ohio
$3.4M +$8.82K +15 +0.2%
NL
1988
NDWM LLC
California
$3.39M -$8.1M -13,776 -69%
TW
1989
TritonPoint Wealth
Maryland
$3.38M -$184K -313 -5%
AWM
1990
Abound Wealth Management
Tennessee
$3.38M +$75.2K +128 +2%
SCM
1991
Silvant Capital Management
Georgia
$3.38M – – –
MMH
1992
Menora Mivtachim Holdings
Israel
$3.38M – – –
NSAM
1993
North Star Asset Management
Wisconsin
$3.37M +$97.6K +166 +3%
RGC
1994
Roberts, Glore & Co
Illinois
$3.37M -$1.24M -2,112 -26%
MAG
1995
M3 Advisory Group
Massachusetts
$3.37M +$37K +63 +1%
GF
1996
Goodman Financial
Texas
$3.37M +$1.92M +3,270 +119%
C
1997
Certuity
Florida
$3.36M -$255K -433 -7%
NL
1998
NWAM LLC
Washington
$3.36M -$7.41M -12,607 -68%
WC
1999
Wynn Capital
Georgia
$3.36M -$647K -1,100 -15%
TSS
2000
Two Sigma Securities
New York
$3.35M +$1.87M +3,174 +113%
78 79
80
81 82