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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
2001
Sterling Investment Counsel
New York
$1.65M -$899K -2,252 -36%
FAT
2002
First American Trust
California
$1.64M +$80.2K +201 +5%
GD
2003
Grandfield & Dodd
New York
$1.63M -$160K -400 -9%
OA
2004
Oxbow Advisors
Texas
$1.63M -$43.9K -110 -3%
WA
2005
Wambolt & Associates
Colorado
$1.63M -$68.2K -171 -4%
HL
2006
HeadInvest LLC
Maine
$1.63M -$5.59K -14 -0.3%
NAG
2007
Northstar Advisory Group
New Jersey
$1.63M -$290K -728 -15%
AFGAS
2008
Allegiance Financial Group Advisory Services
Virginia
$1.63M +$798 +2 +0.1%
LFA
2009
LGT Financial Advisors
Texas
$1.63M +$5.99K +15 +0.4%
WIM
2010
Westside Investment Management
California
$1.63M +$39.5K +99 +3%
TFA
2011
Teamwork Financial Advisors
Texas
$1.62M -$1.65M -4,125 -51%
RIA
2012
Retirement Investment Advisors
Oklahoma
$1.62M +$791K +1,983 +100%
FCFC
2013
First Commonwealth Financial Corp
Pennsylvania
$1.62M -$2K -5 -0.1%
NG
2014
Northstar Group
New York
$1.62M +$221K +554 +16%
GP
2015
Geneva Partners
Wisconsin
$1.62M +$1.6K +4 +0.1%
SSWM
2016
Sheets Smith Wealth Management
North Carolina
$1.61M +$28.7K +72 +2%
SWM
2017
Sculati Wealth Management
Michigan
$1.61M – – –
SFG
2018
Sage Financial Group
Pennsylvania
$1.61M +$9.97K +25 +0.6%
VDI
2019
Vaughan David Investments
Illinois
$1.61M +$39.9K +100 +3%
GSC
2020
Grey Street Capital
Illinois
$1.61M +$1.56M +3,922 New
AWM
2021
Abound Wealth Management
Tennessee
$1.6M +$61.4K +154 +4%
CCA
2022
Column Capital Advisors
Indiana
$1.6M +$115K +287 +8%
PI
2023
Parkside Investments
Illinois
$1.6M -$18K -45 -1%
CIA
2024
Cape Investment Advisory
Georgia
$1.6M +$1.56M +3,900 New
IWS
2025
Insight Wealth Strategies
California
$1.59M +$5.59K +14 +0.4%
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