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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
2001
Marino Stram & Associates
Massachusetts
$563K -$192K -578 -26%
SHA
2002
Seneca House Advisors
Virginia
$561K -$127K -384 -19%
BCA
2003
Biltmore Capital Advisors
New Jersey
$559K -$59K -178 -10%
CG
2004
CFO4Life Group
Texas
$556K -$2.65K -8 -0.5%
CCA
2005
Checchi Capital Advisers
California
$556K +$22.5K +68 +4%
FC
2006
FCA Corp
Texas
$554K – – –
MPW
2007
Monterey Private Wealth
California
$554K +$3.98K +12 +0.7%
KCPG
2008
Kavar Capital Partners Group
Kansas
$553K -$7.29K -22 -1%
G
2009
Gainplan
Michigan
$552K -$42.5M -128,353 -99%
SFC
2010
SYM Financial Corp
Indiana
$552K – – –
MPW
2011
MA Private Wealth
California
$549K -$34.8K -105 -6%
FA
2012
FMA Advisory
Pennsylvania
$549K +$20.9K +63 +4%
UWPG
2013
Ullmann Wealth Partners Group
Florida
$548K -$18.2K -55 -3%
NCM
2014
Next Capital Management
New York
$548K – – –
MWM
2015
Mattern Wealth Management
Kansas
$548K +$280K +845 +107%
FC
2016
Fulcrum Capital
Washington
$547K -$113K -341 -17%
MSS
2017
Mitchell Sinkler & Starr
Pennsylvania
$543K – – –
PWM
2018
PRW Wealth Management
Massachusetts
$542K -$12.6K -38 -2%
DR
2019
Davis Rea
Ontario, Canada
$542K – – –
APSI
2020
Asset Planning Services Inc
Louisiana
$538K +$99.4K +300 +23%
HCP
2021
Hexagon Capital Partners
Arkansas
$537K +$539K +1,627 New
EWF
2022
Epstein & White Financial
California
$535K -$6.96K -21 -1%
XSC
2023
X-Square Capital
Puerto Rico
$534K +$94.1K +284 +22%
DAM
2024
Doheny Asset Management
California
$532K – – –
PG
2025
Prostatis Group
Maryland
$532K +$201K +608 +62%
79 80
81
82 83