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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
2001
Paladin Advisory Group
Iowa
$3.01M -$2.77K -5 -0.1%
WN
2002
Williams & Novak
California
$3M -$30.4K -55 -1%
DWA
2003
Douglass Winthrop Advisors
New York
$3M +$211K +382 +8%
LFP
2004
Leeward Financial Partners
Washington
$2.99M – – –
SFS
2005
Summit Financial Strategies
Ohio
$2.99M +$2.77K +5 +0.1%
PAMG
2006
Patton Albertson Miller Group
Tennessee
$2.99M -$5.53K -10 -0.2%
MTC
2007
McDaniel Terry & Co
Texas
$2.98M +$767K +1,387 +36%
PCM
2008
Parsons Capital Management
Rhode Island
$2.98M +$7.19K +13 +0.3%
PWS
2009
Peterson Wealth Services
Utah
$2.98M +$1.11K +2 +0%
SFG
2010
Sather Financial Group
Texas
$2.98M -$940K -1,700 -25%
GKIM
2011
GW&K Investment Management
Massachusetts
$2.98M +$129K +234 +5%
VWA
2012
Visionary Wealth Advisors
Illinois
$2.98M -$306K -554 -10%
CSA
2013
Cottage Street Advisors
Massachusetts
$2.98M -$29.3K -53 -1%
SFWA
2014
Summit Financial Wealth Advisors
Louisiana
$2.97M +$61.9K +112 +2%
PCM
2015
Prelude Capital Management
New York
$2.97M +$603K +1,091 +27%
SN
2016
Sittner & Nelson
Oregon
$2.97M -$12.2K -22 -0.4%
WPW
2017
Watershed Private Wealth
Illinois
$2.97M – – –
AAMA
2018
Advanced Asset Management Advisors
Ohio
$2.96M – – –
MSS
2019
Mitchell Sinkler & Starr
Pennsylvania
$2.96M +$545K +985 +17%
CWM
2020
Compass Wealth Management
Connecticut
$2.94M -$29.3K -53 -1%
NCM
2021
Noesis Capital Mangement
Florida
$2.94M +$13.8K +25 +0.5%
ACP
2022
Aviance Capital Partners
Florida
$2.94M -$133K -240 -4%
KPWG
2023
KFA Private Wealth Group
Virginia
$2.94M -$26K -47 -0.9%
SPFA
2024
Summit Place Financial Advisors
New Jersey
$2.94M – – –
TPI
2025
Trust Point Inc
Wisconsin
$2.93M +$169K +305 +6%
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