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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1976
Pincus Capital Management
New York
$4.25M – – –
CFCI
1977
Comprehensive Financial Consultants Institutional
Indiana
$4.25M -$93.1K -137 -2%
VCMGDR
1978
Vinland Capital Management Gestora de Recursos
Brazil
$4.24M +$4.33M +6,372 +4,220%
ASBI
1979
American State Bank (Iowa)
Iowa
$4.23M -$680 -1 -0%
MCM
1980
Mengis Capital Management
Oregon
$4.22M -$57.8K -85 -1%
NC
1981
North Capital
Utah
$4.21M +$82.3K +121 +2%
PA
1982
Prism Advisors
California
$4.2M -$3.4K -5 -0.1%
IFWM
1983
Institute for Wealth Management
Colorado
$4.2M -$2.37M -3,483 -35%
FWP
1984
Fiduciary Wealth Partners
Massachusetts
$4.2M -$900K -1,323 -17%
NSAM
1985
North Star Asset Management
Wisconsin
$4.19M +$241K +354 +6%
RCA
1986
Ranch Capital Advisors
Florida
$4.18M -$680 -1 -0%
GW
1987
Griffith & Werner
Georgia
$4.17M +$50.3K +74 +1%
LSWP
1988
Liberty Square Wealth Partners
Pennsylvania
$4.17M -$980K -1,441 -18%
MWA
1989
Midland Wealth Advisors
Illinois
$4.16M -$32K -47 -0.7%
AF
1990
Apollon Financial
South Carolina
$4.16M +$577K +848 +15%
1L
1991
10Elms LLP
Oklahoma
$4.15M +$1.57M +2,313 +57%
GLLW
1992
Graves Light Lenhart Wealth
Virginia
$4.15M +$680 +1 +0%
CP
1993
Castleview Partners
Texas
$4.14M +$70.7K +104 +2%
BFS
1994
BridgePort Financial Solutions
Iowa
$4.14M -$177K -261 -4%
HTHT
1995
Hemenway Trust Hemenway Trust
New Hampshire
$4.14M +$2.33M +3,431 +117%
TVAMP
1996
Tennessee Valley Asset Management Partners
Tennessee
$4.14M -$235K -345 -5%
EL
1997
Essex LLC
Illinois
$4.13M +$238K +350 +6%
SC
1998
Stephenson & Company
California
$4.13M -$2.72K -4 -0.1%
DW30
1999
Drucker Wealth 3.0
New Jersey
$4.13M +$32.6K +48 +0.8%
TCWM
2000
Total Clarity Wealth Management
Illinois
$4.13M -$63.9K -94 -1%
78 79
80
81 82