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Global X S&P 500 Catholic Values ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$999K -$57.1K -1,197 -6%
FWP
27
Firethorn Wealth Partners
Georgia
$989K +$178K +3,730 +23%
CIA
28
Choate Investment Advisors
Massachusetts
$977K +$367K +7,685 +64%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$935K +$900K +18,876 New
JFGIW
30
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$916K -$23.9K -500 -3%
KAS
31
Kestra Advisory Services
Texas
$834K +$145K +3,047 +22%
Stifel Financial
32
Stifel Financial
Missouri
$808K +$133K +2,787 +21%
Osaic Holdings
33
Osaic Holdings
Arizona
$799K +$76.3K +1,599 +11%
ICM
34
Islay Capital Management
Texas
$713K +$687K +14,394 New
CPSAC
35
Chas P. Smith & Associates (CPS)
Florida
$688K +$663K +13,900 New
Brown Advisory
36
Brown Advisory
Maryland
$631K +$129K +2,701 +27%
HighTower Advisors
37
HighTower Advisors
Illinois
$510K +$136K +2,859 +38%
AWM
38
AE Wealth Management
Kansas
$463K +$446K +9,355 New
IBOK
39
Independence Bank of Kentucky
Kentucky
$453K
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$439K +$8.68K +182 +2%
BW
41
Bison Wealth
Georgia
$416K +$9.54K +200 +2%
LWM
42
Laidlaw Wealth Management
New York
$415K -$26.3K -552 -6%
SAM
43
Silvercrest Asset Management
New York
$415K
DW
44
Domani Wealth
Pennsylvania
$387K +$98.5K +2,064 +36%
OIA
45
OneDigital Investment Advisors
Kansas
$371K +$2.48K +52 +0.7%
Truist Financial
46
Truist Financial
North Carolina
$354K -$18K -378 -5%
AWA
47
Arete Wealth Advisors
Illinois
$353K -$3.86K -81 -1%
MA
48
MJP Associates
Connecticut
$353K -$3.86K -81 -1%
MCC
49
Money Concepts Capital
Florida
$325K +$313K +6,563 New
CAM
50
Cozad Asset Management
Illinois
$312K