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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
LKIM
2001
Lawson Kroeker Investment Management
Nebraska
$2.84M +$225K +430 +9%
LFP
2002
Leeward Financial Partners
Washington
$2.84M – – –
CWS
2003
Confluence Wealth Services
Pennsylvania
$2.84M +$798K +1,525 +41%
IIM
2004
InTrack Investment Management
Vermont
$2.83M -$17.3K -33 -0.6%
SFS
2005
Summit Financial Strategies
Ohio
$2.83M +$15.7K +30 +0.6%
LSA
2006
Lion Street Advisors
Texas
$2.83M -$115K -220 -4%
SN
2007
Sittner & Nelson
Oregon
$2.82M -$183K -350 -6%
PWS
2008
Peterson Wealth Services
Utah
$2.82M +$1.05K +2 +0%
CWM
2009
Compass Wealth Management
Connecticut
$2.82M -$2.09K -4 -0.1%
RFA
2010
Resurgent Financial Advisors
Georgia
$2.82M +$96.8K +185 +4%
PCM
2011
Parsons Capital Management
Rhode Island
$2.82M -$12.6K -24 -0.5%
KPWG
2012
KFA Private Wealth Group
Virginia
$2.81M +$81.6K +156 +3%
WPW
2013
Watershed Private Wealth
Illinois
$2.81M -$122K -233 -4%
SWA
2014
SOA Wealth Advisors
New York
$2.8M +$106K +202 +4%
NRG
2015
Nemes Rush Group
Michigan
$2.8M +$41.9K +80 +2%
RC
2016
Rovin Capital
Arizona
$2.79M -$63.9K -122 -2%
FSWA
2017
Financial Synergies Wealth Advisors
Texas
$2.79M +$544K +1,039 +25%
SPFA
2018
Summit Place Financial Advisors
New Jersey
$2.78M -$49.7K -95 -2%
VFP
2019
Verus Financial Partners
Virginia
$2.78M -$131K -251 -5%
NCM
2020
Noesis Capital Mangement
Florida
$2.78M +$226K +431 +9%
KWM
2021
Keebeck Wealth Management
Illinois
$2.77M +$523 +1 +0%
KFS
2022
Kelly Financial Services
Massachusetts
$2.77M -$802K -1,533 -23%
ZCI
2023
Zevenbergen Capital Investments
Washington
$2.77M -$118K -226 -4%
BSB
2024
Bangor Savings Bank
Maine
$2.77M +$495K +945 +23%
IDA
2025
Intelligence Driven Advisers
California
$2.77M -$7.85K -15 -0.3%
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