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Global X S&P 500 Catholic Values ETF
CATH

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
76
Gradient Investments
Minnesota
$360K +$305K +6,488 +519%
RA
77
RFG Advisory
Alabama
$346K – – –
IWM
78
IHT Wealth Management
Illinois
$323K – – –
ICM
79
Islay Capital Management
Texas
$310K -$131K -2,800 -30%
CCB
80
Country Club Bank
Missouri
$295K – – –
JGCM
81
Joseph Group Capital Management
Ohio
$290K +$8.69K +185 +3%
KAS
82
Kestra Advisory Services
Texas
$277K -$166K -3,533 -37%
ECM
83
Exchange Capital Management
Michigan
$266K – – –
MBT
84
Montecito Bank & Trust
California
$260K – – –
AWA
85
Arete Wealth Advisors
Illinois
$260K +$12.1K +258 +5%
MA
86
MJP Associates
Connecticut
$260K +$12.1K +258 +5%
NW
87
NewEdge Wealth
Pennsylvania
$256K – – –
FFN
88
Focus Financial Network
Minnesota
$254K – – –
WFS
89
Widmann Financial Services
Maryland
$245K +$247K +5,265 New
SIC
90
Sterling Investment Counsel
New York
$237K -$29.6K -630 -11%
MWM
91
MBE Wealth Management
Wisconsin
$236K +$5.12K +109 +2%
IA
92
IFP Advisors
Florida
$200K +$27.7K +589 +11%
MCC
93
Money Concepts Capital
Florida
$174K +$176K +3,751 New
HWA
94
HHM Wealth Advisors
Tennessee
$152K – – –
HDIM
95
Hanson & Doremus Investment Management
Vermont
$152K +$11.5K +245 +8%
PAI
96
Pittenger & Anderson Inc
Nebraska
$134K – – –
CFGS
97
Concourse Financial Group Securities
Alabama
$116K +$84.2K +1,794 +262%
BAM
98
Belpointe Asset Management
Nevada
$107K +$108K +2,300 New
CAS
99
Coppell Advisory Solutions
Texas
$98.1K +$99K +2,109 New
CASC
100
Coppell Advisory Solutions Corp
Texas
$98.1K +$99K +2,109 New
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