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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
2001
Realta Investment Advisors
Delaware
$2.53M -$355K -796 -13%
ECAM
2002
East Coast Asset Management
Massachusetts
$2.53M – – –
RWP
2003
Revolve Wealth Partners
New Jersey
$2.53M -$37.4K -84 -2%
RC
2004
Rovin Capital
Arizona
$2.52M -$32.1K -72 -1%
MMPW
2005
Mitchell McLeod Pugh & Williams
Alabama
$2.52M +$7.57K +17 +0.3%
CTC
2006
Cetera Trust Company
Minnesota
$2.52M +$2.36M +5,301 New
HCM
2007
Hillman Capital Management
Maryland
$2.52M +$2.36M +5,293 New
EWP
2008
Elevation Wealth Partners
California
$2.51M +$389K +874 +17%
TWP
2009
Tempus Wealth Planning
California
$2.51M +$418K +939 +22%
RWIA
2010
Roger Wittlin Investment Advisory
California
$2.51M +$8.46K +19 +0.4%
GI
2011
Gradient Investments
Minnesota
$2.51M +$420K +943 +22%
PWM
2012
PBMares Wealth Management
Virginia
$2.51M +$316K +710 +16%
MWA
2013
Martel Wealth Advisors
Washington
$2.5M -$124K -279 -5%
WJA
2014
Willis Johnson & Associates
Texas
$2.49M +$4.01K +9 +0.2%
IF
2015
Ironwood Financial
Arizona
$2.49M +$64.1K +144 +3%
WAS
2016
Winch Advisory Services
Wisconsin
$2.49M +$486K +1,091 +26%
IIM
2017
InTrack Investment Management
Vermont
$2.49M +$10.2K +23 +0.4%
BFA
2018
Beaumont Financial Advisors
Massachusetts
$2.49M +$302K +677 +15%
AIM
2019
Anchor Investment Management
South Carolina
$2.49M -$9.8K -22 -0.4%
SFS
2020
Summit Financial Strategies
Ohio
$2.48M -$80.2K -180 -3%
W
2021
Wealthquest
Ohio
$2.48M -$55.2K -124 -2%
LFP
2022
Leeward Financial Partners
Washington
$2.48M +$51.2K +115 +2%
SPFA
2023
Summit Place Financial Advisors
New Jersey
$2.48M +$33.4K +75 +1%
LCOV
2024
London Company of Virginia
Virginia
$2.47M +$1.39M +3,120 +150%
ESB
2025
Essex Savings Bank
Connecticut
$2.47M +$73.1K +164 +3%
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