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State Street SPDR S&P Global Dividend ETF
WDIV

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$55.2M +$3.5M +51,775 +7%
AWM
2
AE Wealth Management
Kansas
$18.8M -$542K -8,008 -3%
Ameriprise
3
Ameriprise
Minnesota
$14.1M +$242K +3,576 +2%
State Street
4
State Street
Massachusetts
$8.8M – – –
SFA
5
Seneca Financial Advisors
New York
$6.73M -$1.01M -14,854 -13%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$6.2M +$377K +5,566 +6%
IWA
7
Intercontinental Wealth Advisors
Texas
$5.61M +$3.45M +50,924 +149%
Bank of America
8
Bank of America
North Carolina
$3.65M -$94.1K -1,390 -2%
LPL Financial
9
LPL Financial
California
$2.75M +$500K +7,389 +21%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.62M -$124K -1,839 -4%
AssetMark Inc
11
AssetMark Inc
California
$2.35M +$311K +4,589 +15%
LWA
12
Lenox Wealth Advisors
New York
$2.31M – – –
WANY
13
Wealthspire Advisors (New York)
New York
$2.31M +$2.37M +35,000 New
MAFM
14
Mid Atlantic Financial Management
Pennsylvania
$1.48M +$81.2K +1,200 +6%
FCH
15
Freestone Capital Holdings
Washington
$1.17M -$46.1K -682 -4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.12M +$42.9K +634 +4%
Jane Street
17
Jane Street
New York
$1.09M -$2.49M -36,783 -69%
AAS
18
Avantax Advisory Services
Texas
$1.03M +$148K +2,194 +16%
MML Investors Services
19
MML Investors Services
Massachusetts
$732K +$1.35K +20 +0.2%
PP
20
Prudential plc
United Kingdom
$642K +$146K +2,160 +29%
BDWM
21
Brewin Dolphin Wealth Management
Ireland
$608K +$7.85K +116 +1%
Truist Financial
22
Truist Financial
North Carolina
$555K +$15.8K +233 +3%
Osaic Holdings
23
Osaic Holdings
Arizona
$431K +$30.1K +445 +7%
UCFA
24
United Capital Financial Advisors
Texas
$406K -$67.6K -999 -14%
PAG
25
Private Advisor Group
New Jersey
$384K +$73.8K +1,091 +23%
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