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State Street SPDR S&P Dividend ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$689M -$32M -285,317 -5%
Morgan Stanley
2
Morgan Stanley
New York
$574M +$12.5M +111,262 +2%
Ameriprise
3
Ameriprise
Minnesota
$322M -$11.9M -106,074 -4%
RJA
4
Raymond James & Associates
Florida
$285M -$414M -3,690,156 -60%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$240M +$2.61M +23,318 +1%
UBS Group
6
UBS Group
Switzerland
$224M +$497K +4,437 +0.2%
JIC
7
Joel Isaacson & Co
New York
$218M +$5.84M +52,128 +3%
LPL Financial
8
LPL Financial
California
$209M +$16.5M +147,433 +9%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$203M -$16M -142,396 -8%
Wells Fargo
10
Wells Fargo
California
$197M -$498K -4,438 -0.3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$188M +$35.2M +314,027 +25%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$127M +$2.67M +23,782 +2%
Truist Financial
13
Truist Financial
North Carolina
$125M -$2.09M -18,601 -2%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$109M +$2.21M +19,744 +2%
DWM
15
Destination Wealth Management
California
$96.1M -$2.87M -25,587 -3%
1SB
16
1ST Source Bank
Indiana
$92M +$6.37M +56,782 +8%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$90.3M -$1.84M -16,441 -2%
Osaic Holdings
18
Osaic Holdings
Arizona
$89.9M +$4.02M +35,877 +5%
JMPWA
19
JP Morgan Private Wealth Advisors
California
$84.7M -$8.53M -76,047 -10%
V
20
Veritable
Delaware
$80.1M +$3.26M +29,093 +4%
CIA
21
Capital Investment Advisors
Georgia
$71.9M -$1.01M -9,016 -1%
HighTower Advisors
22
HighTower Advisors
Illinois
$57.7M +$9.23M +82,313 +20%
Creative Planning
23
Creative Planning
Kansas
$57.7M -$2.11M -18,794 -4%
MML Investors Services
24
MML Investors Services
Massachusetts
$51.8M +$2.11M +18,809 +4%
LW
25
Linscomb Wealth
Texas
$49M -$755K -6,734 -2%