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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
2001
Midland Wealth Advisors
Illinois
$4.75M -$33.4K -46 -0.7%
PA
2002
Prism Advisors
California
$4.75M -$76.9K -106 -2%
EL
2003
Essex LLC
Illinois
$4.74M -$2.9K -4 -0.1%
CP
2004
Castleview Partners
Texas
$4.74M -$16.7K -23 -0.4%
EK
2005
Evensky & Katz
Florida
$4.74M +$749K +1,033 +19%
HWM
2006
Horizon Wealth Management
Illinois
$4.74M +$76.1K +105 +2%
SIA
2007
Schear Investment Advisers
Ohio
$4.74M -$3.53M -4,869 -43%
CPC
2008
Consolidated Planning Corp
Georgia
$4.73M -$166K -229 -3%
DW30
2009
Drucker Wealth 3.0
New Jersey
$4.73M -$8.7K -12 -0.2%
HTHT
2010
Hemenway Trust Hemenway Trust
New Hampshire
$4.72M -$34.1K -47 -0.7%
NSAM
2011
North Star Asset Management
Wisconsin
$4.7M -$100K -138 -2%
TDB
2012
Thompson David Blair
$4.7M -$360K -497 -7%
IHL
2013
Investment House LLC
California
$4.7M +$4.56M +6,292 New
THL
2014
Tillman Hartley LLC
Colorado
$4.68M – – –
CW
2015
Cooksen Wealth
Texas
$4.67M +$1.36M +1,876 +43%
LWM
2016
Liberty Wealth Management
California
$4.67M – – –
AWC
2017
Abundance Wealth Counselors
Pennsylvania
$4.67M +$1.93M +2,658 +74%
CAM
2018
Councilmark Asset Management
Tennessee
$4.66M – – –
EL
2019
EWA LLC
Pennsylvania
$4.66M +$18.9K +26 +0.4%
SHFA
2020
SC&H Financial Advisors
Maryland
$4.65M +$27.6K +38 +0.6%
R
2021
Rebalance
California
$4.65M -$965K -1,331 -18%
EWP
2022
Elevation Wealth Partners
California
$4.64M -$10.9K -15 -0.2%
NRI
2023
NFP Retirement Inc
California
$4.64M +$119K +164 +3%
OWA
2024
Outlook Wealth Advisors
Texas
$4.64M +$373K +515 +9%
TFA
2025
Tranquilli Financial Advisor
New Jersey
$4.63M +$537K +740 +14%
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