Filing Research | EATON VANCE TAX ADVT DIV INC Institutional Holdings

Snapshot holdings

38 / 38 loaded

#		Instrument	quantity
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	153.9KSH	$4.2M
2	Spire Wealth Management	Shares	115.6KSH	$3.2M
3	Formidable Asset Management, LLC	Shares	112.2KSH	$2.8M
4	MRA Advisory Group	Shares	89.1KSH	$2.5M
5	PMG Family Office LLC	Shares	82.3KSH	$2.3M
6	Accel Wealth Management	Shares	74.7KSH	$2.1M
7	Prospera Financial Services Inc	Shares	34.4KSH	$953.0K
8	Sowell Financial Services LLC	Shares	27.3KSH	$757.0K
9	True North Advisors, LLC	Shares	27.0KSH	$747.4K
10	Cornerstone Wealth Management, LLC	Shares	26.3KSH	$728.1K
11	Sequoia Financial Advisors, LLC	Shares	25.8KSH	$714.6K
12	Live Oak Private Wealth LLC	Shares	24.6KSH	$680.6K
13	Summit Investment Advisory Services, LLC	Shares	19.7KSH	$545.8K
14	JGP Wealth Management, LLC	Shares	18.9KSH	$524.2K
15	DAVENPORT & Co LLC	Shares	18.6KSH	$514.8K
16	Wealth Alliance Advisory Group, LLC	Shares	16.6KSH	$460.5K
17	Johnson & White Wealth Management, LLC	Shares	13.5KSH	$374.1K
18	Abel Hall, LLC	Shares	13.0KSH	$359.8K
19	Dynamic Advisor Solutions LLC	Shares	10.9KSH	$302.1K
20	VISTA INVESTMENT PARTNERS II, LLC	Shares	8.5KSH	$235.2K
21	Next Level Private LLC	Shares	8.3KSH	$229.4K
22	LANARK FINANCIAL, INC.	Shares	4.8KSH	$134.2K
23	Investors Research Corp	Shares	3.1KSH	$87.1K
24	CoreCap Advisors, LLC	Shares	3.1KSH	$86.3K
25	Bank & Trust Co	Shares	2.7KSH	$75.5K
26	Noble Wealth Management PBC	Shares	2.6KSH	$72.1K
27	GAMMA Investing LLC	Shares	1.5KSH	$41.5K
28	IFP Advisors, Inc	Shares	1.5KSH	$41.5K
29	MARYLAND CAPITAL ADVISORS INC.	Shares	1.4KSH	$38.2K
30	Farther Finance Advisors, LLC	Shares	920SH	$25.5K
31	Kennebec Savings Bank	Shares	796SH	$22.0K
32	EverSource Wealth Advisors, LLC	Shares	700SH	$19.4K
33	ARMSTRONG ADVISORY GROUP, INC	Shares	588SH	$16.3K
34	Community Financial Services Group, LLC	Shares	500SH	$13.9K
35	Vermillion Wealth Management, Inc.	Shares	439SH	$12.2K
36	MB, LEVIS & ASSOCIATES, LLC	Shares	201SH	$5.6K
37	SHIKIAR ASSET MANAGEMENT INC	Shares	20.0KSH	$554
38	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC	Shares	7.5KSH	$209

Manager changes2026-06-30 vs 2026-03-31

40 / 40 loaded

#		Instrument
1	True North Advisors, LLC new	Shares	+27.0K	+$747.4K	$747.4K
2	Sequoia Financial Advisors, LLC new	Shares	+25.8K	+$714.6K	$714.6K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+7.7K	+$631.1K	$4.2M
4	MRA Advisory Group added	Shares	+1.7K	+$320.8K	$2.5M
5	PMG Family Office LLC added	Shares	+849	+$278.5K	$2.3M
6	Next Level Private LLC new	Shares	+8.3K	+$229.4K	$229.4K
7	Spire Wealth Management trimmed	Shares	-6.0K	+$214.3K	$3.2M
8	Prospera Financial Services Inc added	Shares	+280	+$114.6K	$953.0K
9	Cornerstone Wealth Management, LLC added	Shares	+791	+$101.7K	$728.1K
10	Sowell Financial Services LLC added	Shares	+550	+$99.1K	$757.0K
11	Live Oak Private Wealth LLC unchanged	Shares	0	+$77.0K	$680.6K
12	Summit Investment Advisory Services, LLC added	Shares	+129	+$64.9K	$545.8K
13	JGP Wealth Management, LLC unchanged	Shares	0	+$59.3K	$524.2K
14	DAVENPORT & Co LLC unchanged	Shares	0	+$58.2K	$514.8K
15	Wealth Alliance Advisory Group, LLC unchanged	Shares	0	+$52.1K	$460.5K
16	Johnson & White Wealth Management, LLC trimmed	Shares	-5	+$42.2K	$374.1K
17	Abel Hall, LLC unchanged	Shares	0	+$40.7K	$359.8K
18	Dynamic Advisor Solutions LLC added	Shares	+150	+$37.8K	$302.1K
19	Accel Wealth Management trimmed	Shares	-8.0K	+$37.8K	$2.1M
20	VISTA INVESTMENT PARTNERS II, LLC unchanged	Shares	0	+$26.6K	$235.2K
21	Kennebec Savings Bank added	Shares	+600	+$17.2K	$22.0K
22	LANARK FINANCIAL, INC. unchanged	Shares	0	+$15.2K	$134.2K
23	Investors Research Corp unchanged	Shares	0	+$9.8K	$87.1K
24	CoreCap Advisors, LLC trimmed	Shares	-5	+$9.6K	$86.3K
25	Bank & Trust Co unchanged	Shares	0	+$8.5K	$75.5K
26	MB, LEVIS & ASSOCIATES, LLC new	Shares	+201	+$5.6K	$5.6K
27	GAMMA Investing LLC unchanged	Shares	0	+$4.7K	$41.5K
28	IFP Advisors, Inc unchanged	Shares	0	+$4.7K	$41.5K
29	Farther Finance Advisors, LLC added	Shares	+4	+$2.7K	$25.5K
30	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$2.2K	$19.4K
31	ARMSTRONG ADVISORY GROUP, INC added	Shares	+11	+$2.1K	$16.3K
32	Vermillion Wealth Management, Inc. added	Shares	+22	+$1.9K	$12.2K
33	Community Financial Services Group, LLC unchanged	Shares	0	+$1.5K	$13.9K
34	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC new	Shares	+7.5K	+$209	$209
35	SHIKIAR ASSET MANAGEMENT INC unchanged	Shares	0	+$63	$554
36	Noble Wealth Management PBC trimmed	Shares	-441	-$2.7K	$72.1K
37	Formidable Asset Management, LLC trimmed	Shares	-1.5K	-$109.2K	$2.8M
38	RFG Advisory, LLC exited	Shares	-11.8K	-$288.8K	$0
39	Sound Income Strategies, LLC exited	Shares	-15.0K	-$373.1K	$0
40	Shaker Financial Services, LLC exited	Shares	-62.3K	-$1.5M	$0