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State Street SPDR S&P 500 ETF Trust
SPY

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
2001
Revolve Wealth Partners
New Jersey
$4.13M -$296K -436 -6%
MAG
2002
M3 Advisory Group
Massachusetts
$4.13M +$14.3K +21 +0.3%
BTW
2003
Boston Trust Walden
Massachusetts
$4.12M +$6.8K +10 +0.2%
SPI
2004
Strategic Planning Inc
Ohio
$4.11M +$37.4K +55 +0.9%
BA
2005
BCM Advisors
Louisiana
$4.11M -$231K -340 -6%
FIB
2006
First Interstate Bank
Montana
$4.11M -$44.9K -66 -1%
DP
2007
DDD Partners
Washington
$4.11M +$54.4K +80 +1%
CFMC
2008
Curbstone Financial Management Corp
New Hampshire
$4.1M -$136K -200 -3%
OWM
2009
Orgel Wealth Management
Wisconsin
$4.08M +$10.2K +15 +0.2%
GSEP
2010
Golden State Equity Partners
California
$4.08M +$3.41M +5,022 +401%
EW
2011
Element Wealth
Mississippi
$4.08M -$18.4K -27 -0.4%
THL
2012
Tillman Hartley LLC
Colorado
$4.07M – – –
PC
2013
Permanens Capital
New York
$4.06M +$1.04M +1,526 +32%
CAM
2014
Councilmark Asset Management
Tennessee
$4.06M – – –
HWM
2015
Horizon Wealth Management
Illinois
$4.06M +$22.4K +33 +0.5%
EWP
2016
Elevation Wealth Partners
California
$4.05M -$13.6K -20 -0.3%
CT
2017
Colonial Trust
South Carolina
$4.05M -$14.3K -21 -0.3%
FVCM
2018
F&V Capital Management
Florida
$4.04M +$102K +150 +2%
EL
2019
EWA LLC
Pennsylvania
$4.04M -$198K -291 -4%
GFG
2020
GR Financial Group
Arizona
$4.04M +$1.64M +2,412 +63%
DAM
2021
Deltec Asset Management
New York
$4.04M -$848K -1,247 -17%
OWA
2022
ORBA Wealth Advisors
Illinois
$4.03M -$1.35M -1,990 -24%
SHFA
2023
SC&H Financial Advisors
Maryland
$4.02M +$2.04K +3 +0%
BCG
2024
Breakwater Capital Group
New Jersey
$4.02M +$627K +922 +18%
AW
2025
Alchemi Wealth
Connecticut
$4.02M -$10.2K -15 -0.2%
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