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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
$1.22B +$64.4M +521,582 +6%
Morgan Stanley
2
Morgan Stanley
New York
$727M +$13.1M +105,707 +2%
Ameriprise
3
Ameriprise
Minnesota
$470M +$48.3M +390,949 +12%
LPL Financial
4
LPL Financial
California
$420M +$54.8M +443,373 +15%
JMPWA
5
JP Morgan Private Wealth Advisors
California
$385M +$150M +1,212,776 +65%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$338M +$25.1M +203,101 +8%
RJA
7
Raymond James & Associates
Florida
$323M +$7.04M +57,010 +2%
Wells Fargo
8
Wells Fargo
California
$293M +$30.2M +244,782 +12%
JIC
9
Joel Isaacson & Co
New York
$277M +$12.5M +101,287 +5%
UBS Group
10
UBS Group
Switzerland
$274M +$19.6M +158,313 +8%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$259M +$11.5M +93,476 +5%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$187M +$45.2M +365,761 +32%
RBA
13
Richard Bernstein Advisors
New York
$184M +$4.58M +37,073 +3%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$172M +$4.28M +34,651 +3%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$161M +$3.56M +28,815 +2%
Truist Financial
16
Truist Financial
North Carolina
$149M +$5.67M +45,897 +4%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$132M +$2.71M +21,919 +2%
Osaic Holdings
18
Osaic Holdings
Arizona
$130M +$9.09M +73,569 +8%
1SB
19
1ST Source Bank
Indiana
$125M +$4.19M +33,923 +4%
AssetMark Inc
20
AssetMark Inc
California
$116M -$9.94M -80,487 -8%
V
21
Veritable
Delaware
$94.3M -$1.8M -14,603 -2%
HighTower Advisors
22
HighTower Advisors
Illinois
$87.3M +$7.51M +60,788 +10%
DWM
23
Destination Wealth Management
California
$84.9M -$5.71M -46,228 -6%
MML Investors Services
24
MML Investors Services
Massachusetts
$83.9M +$2.36M +19,111 +3%
MCM
25
MAI Capital Management
Ohio
$80M +$9.85M +79,781 +14%