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Global X S&P Catholic Values Developed ex-US ETF
CEFA

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Choate Investment Advisors
1
Choate Investment Advisors
Massachusetts
USD 10.9 M +USD 2.85 M +72,492 +36%
Hirtle Callaghan & Co
2
Hirtle Callaghan & Co
Pennsylvania
USD 5.93 M – – –
Brown Brothers Harriman & Co
3
Brown Brothers Harriman & Co
New York
USD 2.67 M +USD 493 k +12,547 +23%
Leith Wheeler Investment Counsel
4
Leith Wheeler Investment Counsel
British Columbia, Canada
USD 2.3 M -USD 11 k -279 -0.5%
Curi RMB Capital
5
Curi RMB Capital
Illinois
USD 1.93 M – – –
Chevy Chase Trust
6
Chevy Chase Trust
Maryland
USD 1.79 M -USD 62.3 k -1,586 -3%
SPW
7
Signet Private Wealth
Illinois
USD 1.29 M +USD 76.8 k +1,953 +6%
PWMG
8
Pioneer Wealth Management Group
Texas
USD 925 k +USD 10.6 k +270 +1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
USD 912 k – – –
HBK Sorce Advisory
10
HBK Sorce Advisory
Pennsylvania
USD 902 k +USD 29.7 k +756 +4%
HCA
11
Harpswell Capital Advisors
Maine
USD 794 k – – –
DI
12
DAGCO Inc
Ohio
USD 790 k – – –
Sound View Wealth Advisors Group
13
Sound View Wealth Advisors Group
Georgia
USD 789 k +USD 519 k +13,211 +198%
Hanson & Doremus Investment Management
14
Hanson & Doremus Investment Management
Vermont
USD 692 k +USD 358 k +9,119 +110%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
USD 573 k +USD 61.4 k +1,561 +12%
CC
16
Courier Capital
New York
USD 571 k -USD 23.6 k -601 -4%
LPL Financial
17
LPL Financial
California
USD 543 k +USD 200 k +5,094 +59%
Alesco Advisors
18
Alesco Advisors
New York
USD 470 k – – –
Argent Trust Co
19
Argent Trust Co
Tennessee
USD 397 k – – –
RFG Advisory
20
RFG Advisory
Alabama
USD 363 k – – –
EverSource Wealth Advisors
21
EverSource Wealth Advisors
Alabama
USD 326 k -USD 4.91 k -125 -1%
MCF Advisors
22
MCF Advisors
Kentucky
USD 314 k +USD 267 k +6,788 +633%
Goldman Sachs
23
Goldman Sachs
New York
USD 278 k – – –
Integrated Wealth Concepts
24
Integrated Wealth Concepts
Massachusetts
USD 275 k – – –
Gradient Investments
25
Gradient Investments
Minnesota
USD 272 k – – –
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