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Global X S&P 500 Catholic Values ETF

Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
26
M&T Bank
New York
$564K +$555K +13,585 New
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$552K +$322K +7,881 +146%
Stifel Financial
28
Stifel Financial
Missouri
$551K
Ameriprise
29
Ameriprise
Minnesota
$527K -$339K -8,299 -40%
CIA
30
Choate Investment Advisors
Massachusetts
$501K
KAS
31
Kestra Advisory Services
Texas
$483K +$475K +11,622 New
Osaic Holdings
32
Osaic Holdings
Arizona
$459K +$34.1K +834 +8%
Brown Advisory
33
Brown Advisory
Maryland
$367K +$1.19K +29 +0.3%
IBOK
34
Independence Bank of Kentucky
Kentucky
$358K +$98.5K +2,410 +39%
BW
35
Bison Wealth
Georgia
$349K +$343K +8,400 New
SAM
36
Silvercrest Asset Management
New York
$348K
CTC
37
Central Trust Company
Missouri
$333K
HighTower Advisors
38
HighTower Advisors
Illinois
$330K -$20.8K -509 -6%
AWA
39
Arete Wealth Advisors
Illinois
$319K +$15.7K +383 +5%
Truist Financial
40
Truist Financial
North Carolina
$312K -$123 -3 -0%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$287K -$1.12M -27,333 -80%
JP Morgan Chase
42
JP Morgan Chase
New York
$287K
OIA
43
OneDigital Investment Advisors
Kansas
$279K +$274K +6,715 New
CCT
44
Country Club Trust
Missouri
$264K +$260K +6,350 New
MBT
45
Montecito Bank & Trust
California
$241K -$24.5K -600 -9%
CM
46
Cornerstone Management
Georgia
$207K +$204K +4,993 New
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$141K
MLFP
48
MPS Loria Financial Planners
Illinois
$72K +$71.2K +1,742 New
PFA
49
Professional Financial Advisors
Nebraska
$35K +$35.9K +879 New
SIAP
50
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$34K +$20.8K +510 +170%