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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
HTHT
2001
Hemenway Trust Hemenway Trust
New Hampshire
$4.72M -$34.1K -47 -0.7%
NSAM
2002
North Star Asset Management
Wisconsin
$4.7M -$100K -138 -2%
TDB
2003
Thompson David Blair
$4.7M -$360K -497 -7%
IHL
2004
Investment House LLC
California
$4.7M +$4.56M +6,292 New
THL
2005
Tillman Hartley LLC
Colorado
$4.68M – – –
CW
2006
Cooksen Wealth
Texas
$4.67M +$1.36M +1,876 +43%
LWM
2007
Liberty Wealth Management
California
$4.67M – – –
AWC
2008
Abundance Wealth Counselors
Pennsylvania
$4.67M +$1.93M +2,658 +74%
CAM
2009
Councilmark Asset Management
Tennessee
$4.66M – – –
EL
2010
EWA LLC
Pennsylvania
$4.66M +$18.9K +26 +0.4%
SHFA
2011
SC&H Financial Advisors
Maryland
$4.65M +$27.6K +38 +0.6%
R
2012
Rebalance
California
$4.65M -$965K -1,331 -18%
EWP
2013
Elevation Wealth Partners
California
$4.64M -$10.9K -15 -0.2%
NRI
2014
NFP Retirement Inc
California
$4.64M +$119K +164 +3%
OWA
2015
Outlook Wealth Advisors
Texas
$4.64M +$373K +515 +9%
TFA
2016
Tranquilli Financial Advisor
New Jersey
$4.63M +$537K +740 +14%
DAM
2017
Deltec Asset Management
New York
$4.63M -$2.9K -4 -0.1%
IIWM
2018
Investment Insight Wealth Management
New York
$4.63M +$15.2K +21 +0.3%
PPW
2019
Presilium Private Wealth
Pennsylvania
$4.62M +$3.98M +5,486 +778%
EPM
2020
Elm Partners Management
Pennsylvania
$4.62M -$8.7K -12 -0.2%
CFMC
2021
Curbstone Financial Management Corp
New Hampshire
$4.6M -$98.6K -136 -2%
WFA
2022
WJ Financial Advisors
Connecticut
$4.6M +$53.7K +74 +1%
FVCM
2023
F&V Capital Management
Florida
$4.59M -$50.8K -70 -1%
TCWM
2024
Total Clarity Wealth Management
Illinois
$4.59M -$144K -198 -3%
EGWAG
2025
Elwood & Goetz Wealth Advisory Group
Georgia
$4.59M +$283K +391 +7%
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