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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
KOC
1976
Koss-Olinger Consulting
Florida
$4.06M -$32.1K -50 -0.8%
ZBNA
1977
Zions Bancorporation, National Association
Utah
$4.06M -$401K -625 -9%
I
1978
INVST
Indiana
$4.05M -$43.6K -68 -1%
CPW
1979
Cove Private Wealth
New York
$4.05M – – –
PSIWM
1980
Paradigm Strategies in Wealth Management
Minnesota
$4.04M -$150K -234 -4%
KLI
1981
Kelman-Lazarov Inc
Tennessee
$4.04M +$217K +339 +6%
HP
1982
Holistic Planning
Texas
$4.04M -$157K -245 -4%
NSAM
1983
North Star Asset Management
Wisconsin
$4.03M +$19.2K +30 +0.5%
PP
1984
PDS Planning
Ohio
$4.03M -$40.4K -63 -1%
BSA
1985
Braun Stacey Associates
New York
$4.03M -$228K -355 -6%
SCM
1986
Silvant Capital Management
Georgia
$4.03M – – –
MMH
1987
Menora Mivtachim Holdings
Israel
$4.02M – – –
TWM
1988
Tradition Wealth Management
Minnesota
$4.02M -$23.1K -36 -0.6%
EL
1989
Essex LLC
Illinois
$4.01M +$17.3K +27 +0.5%
HIS
1990
Horizon Investment Services
Indiana
$4.01M +$59K +92 +2%
LMIM
1991
Lockheed Martin Investment Management
Maryland
$4M -$8.97M -14,000 -70%
LAM
1992
LOM Asset Management
$3.98M -$146K -227 -4%
KJHP
1993
K.J. Harrison & Partners
Ontario, Canada
$3.98M +$76.9K +120 +2%
WC
1994
Wynn Capital
Georgia
$3.98M -$16K -25 -0.4%
SFS
1995
Security Financial Services
Indiana
$3.98M -$117K -182 -3%
CFA
1996
Cahill Financial Advisors
Minnesota
$3.97M -$284K -443 -7%
HCP
1997
Holt Capital Partners
Texas
$3.96M -$34.6K -54 -0.9%
HNWA
1998
Henrickson Nauta Wealth Advisors
Michigan
$3.96M +$45.5K +71 +1%
GIM
1999
Gold Investment Management
Alberta, Canada
$3.96M +$59.6K +93 +2%
AG
2000
AmeriFlex Group
Nevada
$3.96M +$975K +1,521 +34%
78 79
80
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