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Global X S&P 500 Catholic Values ETF
CATH

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
MBE Wealth Management
101
MBE Wealth Management
Wisconsin
USD 709 k +USD 174 +2 +0%
Venture Visionary Partners
102
Venture Visionary Partners
Ohio
USD 696 k -USD 76 k -875 -10%
Firestone Capital Management
103
Firestone Capital Management
Florida
USD 687 k -USD 11.8 k -136 -2%
Carter Financial
104
Carter Financial
California
USD 672 k – – –
CIBC Bancorp USA
105
CIBC Bancorp USA
Illinois
USD 666 k +USD 412 k +4,745 +170%
Firethorn Wealth Partners
106
Firethorn Wealth Partners
Georgia
USD 630 k -USD 4.25 k -49 -0.7%
Financial Engines Advisors
107
Financial Engines Advisors
California
USD 629 k +USD 276 k +3,179 +81%
WA
108
Win Advisors
Florida
USD 616 k -USD 10.4 k -120 -2%
MJP Associates
109
MJP Associates
Connecticut
USD 613 k +USD 2.43 k +28 +0.4%
Montecito Bank & Trust
110
Montecito Bank & Trust
California
USD 599 k – – –
Nicolet Bankshares
111
Nicolet Bankshares
Wisconsin
USD 590 k – – –
Founders Grove Wealth Partners
112
Founders Grove Wealth Partners
Virginia
USD 584 k -USD 2.34 k -27 -0.4%
Farther Finance Advisors
113
Farther Finance Advisors
California
USD 572 k +USD 561 k +6,460 Nuevas
Integrated Wealth Concepts
114
Integrated Wealth Concepts
Massachusetts
USD 566 k – – –
IHT Wealth Management
115
IHT Wealth Management
Illinois
USD 557 k -USD 1.82 k -21 -0.3%
Koshinski Asset Management
116
Koshinski Asset Management
Illinois
USD 556 k +USD 3.3 k +38 +0.6%
Smith, Moore & Co
117
Smith, Moore & Co
Missouri
USD 545 k – – –
Joseph Group Capital Management
118
Joseph Group Capital Management
Ohio
USD 545 k +USD 112 k +1,286 +26%
Old National Bancorp
119
Old National Bancorp
Indiana
USD 543 k -USD 2.07 M -23,852 -80%
Lido Advisors
120
Lido Advisors
California
USD 534 k – – –
SC
121
Steph & Co
Wisconsin
USD 515 k – – –
NewEdge Wealth
122
NewEdge Wealth
Pennsylvania
USD 487 k – – –
DI
123
Disciplined Investments
Oklahoma
USD 487 k – – –
Sellwood Investment Partners
124
Sellwood Investment Partners
Oregon
USD 481 k -USD 109 k -1,255 -19%
Moneta Group Investment Advisors
125
Moneta Group Investment Advisors
Missouri
USD 472 k +USD 434 +5 +0.1%
3 4
5
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