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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PC
2001
Permanens Capital
New York
$488K +$212K +696 +58%
FI
2002
Financial Insights
Washington
$487K +$576K +1,888 New
WIA
2003
Westbourne Investment Advisors
Maryland
$485K +$6.41K +21 +1%
CFG
2004
Cooper Financial Group
California
$482K +$571K +1,872 New
CPSC
2005
Carl P. Sherr & Co
Massachusetts
$481K – – –
PCTC
2006
Perkins Coie Trust Company
Washington
$480K – – –
PWS
2007
Private Wealth Strategies
Ohio
$480K +$2.13K +7 +0.4%
DP
2008
Dearborn Partners
Illinois
$479K -$118K -388 -17%
LPT
2009
Legacy Private Trust
Wisconsin
$478K -$38.1K -125 -6%
SFG
2010
Sather Financial Group
Texas
$477K +$565K +1,851 New
QWM
2011
QP Wealth Management
New Jersey
$476K -$47.3K -155 -8%
NFG
2012
Norris Financial Group
South Carolina
$476K -$14.1M -46,110 -96%
MLFP
2013
MPS Loria Financial Planners
Illinois
$475K +$610 +2 +0.1%
RPG
2014
Resource Planning Group
Georgia
$473K -$113K -369 -17%
PA
2015
Parkside Advisors
California
$472K – – –
MCA
2016
Magnolia Capital Advisors
Mississippi
$469K +$347K +1,137 +167%
EPM
2017
Elm Partners Management
Pennsylvania
$468K +$220K +720 +66%
VAS
2018
Vestmark Advisory Solutions
Massachusetts
$467K +$552K +1,810 New
PWM
2019
PBMares Wealth Management
Virginia
$466K +$4.27K +14 +0.8%
DIS
2020
Diversified Investment Strategies
Louisiana
$464K -$260K -854 -32%
BPCA
2021
Bank Pictet & Cie (Asia)
Singapore
$464K – – –
BOS
2022
Bank of Stockton
California
$463K +$549K +1,800 New
ARMC
2023
American Research & Management Company
Massachusetts
$462K -$21.4K -70 -4%
CG
2024
CFO4Life Group
Texas
$461K +$610 +2 +0.1%
CCP
2025
Clarkston Capital Partners
Michigan
$460K +$544K +1,784 New
79 80
81
82 83