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Global X S&P 500 Catholic Values ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
101
Concourse Financial Group Securities
Alabama
$32K – – –
AIP
102
Ameritas Investment Partners
Nebraska
$30K – – –
ME
103
McIlrath & Eck
Washington
$30K – – –
GEA
104
Glen Eagle Advisors
New Jersey
$27.6K – – –
SAM
105
Strategic Asset Management
Minnesota
$21K – – –
Barclays
106
Barclays
United Kingdom
$20K +$21.7K +431 New
M
107
MOTCO
Texas
$18K +$1.1K +22 +6%
WAM
108
WFA Asset Management
Wisconsin
$12.2K – – –
PA
109
PSI Advisors
Florida
$11K +$12.6K +250 New
GWM
110
Geneos Wealth Management
Colorado
$9K – – –
S
111
SignatureFD
Georgia
$5K +$5.53K +110 New
JPLA
112
Joseph P. Lucia & Associates
New York
$4K +$4.67K +93 New
TCM
113
Tradewinds Capital Management
Washington
$1K – – –
WA
114
Win Advisors
Florida
– -$1.49M -26,757 Closed
JMPWA
115
JP Morgan Private Wealth Advisors
California
– -$1.37M -24,573 Closed
KAS
116
Kestra Advisory Services
Texas
– -$842K -15,109 Closed
MFA
117
McClarren Financial Advisors
Pennsylvania
– -$476K -8,549 Closed
MWA
118
MFA Wealth Advisors
Pennsylvania
– -$457K -8,197 Closed
BWM
119
BCGM Wealth Management
Indiana
– -$291K -5,733 Closed
AWM
120
AE Wealth Management
Kansas
– -$270K -4,838 Closed
ATC
121
Argent Trust Co
Tennessee
– -$234K -4,197 Closed
ACM
122
Absolute Capital Management
Pennsylvania
– -$230K -4,131 Closed
HI
123
Human Investing
Oregon
– -$211K -3,783 Closed
CP
124
Capital Planning
Washington
– -$207K -3,720 Closed
PA
125
PFG Advisors
Arizona
– -$201K -3,611 Closed