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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SFWC
2001
Strategic Family Wealth Counselors
New Jersey
$286K +$295 +1 +0.1%
WPA
2002
Winning Points Advisors
Florida
$283K – – –
AIP
2003
Ahrens Investment Partners
Louisiana
$283K +$75.3K +255 +37%
CNAM
2004
Campbell Newman Asset Management
Wisconsin
$280K -$137K -463 -33%
EWM
2005
Elmwood Wealth Management
California
$280K -$54.4K -184 -16%
EU
2006
Emory University
Georgia
$280K – – –
MCM
2007
Maple Capital Management
Vermont
$278K -$10.3K -35 -4%
RWM
2008
Rezny Wealth Management
Florida
$278K – – –
AHC
2009
Adell Harriman & Carpenter
Texas
$277K -$21K -71 -7%
SAM
2010
Summit Asset Management
Tennessee
$276K -$10.3K -35 -4%
LFG
2011
LifePlan Financial Group
Ohio
$275K -$2.66K -9 -1%
SC
2012
Schoolcraft Capital
Colorado
$274K – – –
AFS
2013
Access Financial Services
Minnesota
$274K -$78.9K -267 -22%
OWA
2014
Outlook Wealth Advisors
Texas
$274K -$24.8K -84 -8%
RWG
2015
Regal Wealth Group
California
$270K +$8.57K +29 +3%
AWM
2016
Alterna Wealth Management
Texas
$269K -$1.1M -3,736 -80%
RPA
2017
Rock Point Advisors
Vermont
$268K – – –
IIC
2018
Integrated Investment Consultants
Michigan
$267K -$121K -410 -31%
HH
2019
HWG Holdings
Texas
$266K +$265K +897 New
CAM
2020
Chesapeake Asset Management
New York
$265K – – –
DLCIG
2021
D.L. Carlson Investment Group
New Hampshire
$261K -$4.14K -14 -2%
KB
2022
Kimelman & Baird
New York
$260K – – –
XSC
2023
X-Square Capital
Puerto Rico
$259K +$295 +1 +0.1%
ACM
2024
American Capital Management
New York
$257K +$256K +867 New
MIC
2025
Means Investment Company
Maine
$255K +$245K +830 New
79 80
81
82 83