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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
LDB
2001
Lee, Danner & Bass
Tennessee
$1.68M -$147K -383 -8%
BSB
2002
Bangor Savings Bank
Maine
$1.68M +$52.7K +137 +3%
AWM
2003
Affinity Wealth Management
Delaware
$1.68M -$20.8K -54 -1%
GD
2004
Grandfield & Dodd
New York
$1.68M -$33.4K -87 -2%
WAS
2005
Winch Advisory Services
Wisconsin
$1.67M -$107K -279 -6%
VNA
2006
Valley National Advisers
Pennsylvania
$1.67M -$53.4K -139 -3%
OWA
2007
Octavia Wealth Advisors
Ohio
$1.67M +$117K +305 +8%
OPWM
2008
Oxinas Partners Wealth Management
Indiana
$1.66M -$248K -645 -13%
WI
2009
Wedgewood Investors
Pennsylvania
$1.66M – – –
HWM
2010
Horizon Wealth Management
Illinois
$1.64M -$148K -384 -8%
JWS
2011
Juncture Wealth Strategies
Arizona
$1.64M -$1.55M -4,038 -48%
APW
2012
Austin Private Wealth
Texas
$1.64M +$879K +2,286 +114%
CDIA
2013
Capital Directions Investment Advisors
Georgia
$1.64M +$1.65M +4,283 New
RW
2014
Reframe Wealth
Virginia
$1.64M +$1.65M +4,283 New
HDIM
2015
Hanson & Doremus Investment Management
Vermont
$1.64M +$375K +976 +30%
KPWG
2016
KFA Private Wealth Group
Virginia
$1.63M -$105K -274 -6%
PNAA
2017
Pictet North America Advisors
Switzerland
$1.63M +$323K +841 +25%
FMTCOCP
2018
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.63M -$133K -345 -7%
CAL
2019
Capital Analysts LLC
Pennsylvania
$1.63M +$249K +649 +18%
BSI
2020
Bennett Selby Investments
Maine
$1.63M +$89.2K +232 +6%
GP
2021
Girard Partners
Pennsylvania
$1.62M – – –
MPW
2022
MA Private Wealth
California
$1.62M +$373K +971 +30%
ACP
2023
Aviance Capital Partners
Florida
$1.62M +$159K +414 +11%
TCM
2024
Tufton Capital Management
Maryland
$1.62M -$35K -91 -2%
AWP
2025
Ascent Wealth Partners
New York
$1.62M -$10.1M -26,244 -86%
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