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Global X S&P 500 Catholic Values ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
101
MJP Associates
Connecticut
$406K -$14.5K -204 -3%
RA
102
RFG Advisory
Alabama
$400K +$4.26K +60 +1%
SC
103
Steph & Co
Wisconsin
$398K +$419K +5,900 New
MWM
104
MBE Wealth Management
Wisconsin
$386K +$46.5K +655 +13%
IA
105
IFP Advisors
Florida
$381K +$12.8K +180 +3%
SMC
106
Smith, Moore & Co
Missouri
$379K +$2.27K +32 +0.6%
SIC
107
Sterling Investment Counsel
New York
$373K +$68.6K +967 +21%
NW
108
NewEdge Wealth
Pennsylvania
$371K
DI
109
Disciplined Investments
Oklahoma
$371K
Cetera Investment Advisers
110
Cetera Investment Advisers
Illinois
$366K -$8.59K -121 -2%
SIP
111
Sellwood Investment Partners
Oregon
$365K +$2.13K +30 +0.6%
IWC
112
Integrated Wealth Concepts
Massachusetts
$365K +$38.5K +543 +11%
HT
113
Heritage Trust
Oklahoma
$338K
MGIA
114
Moneta Group Investment Advisors
Missouri
$335K +$48.5K +684 +16%
IWM
115
IHT Wealth Management
Illinois
$330K -$1.99K -28 -0.6%
HDIM
116
Hanson & Doremus Investment Management
Vermont
$327K
PI
117
PFG Investments
New York
$324K -$79K -1,113 -19%
AWS
118
Atria Wealth Solutions
New York
$322K
FGWP
119
Founders Grove Wealth Partners
Virginia
$320K +$336K +4,741 New
CFSG
120
Community Financial Services Group
Vermont
$314K
UB
121
UMB Bank
Missouri
$305K
TF
122
Tompkins Financial
New York
$281K +$26.3K +371 +10%
Financial Engines Advisors
123
Financial Engines Advisors
California
$278K +$1.77K +25 +0.6%
HWA
124
HHM Wealth Advisors
Tennessee
$276K +$28K +395 +11%
BIM
125
Bridges Investment Management
Nebraska
$274K +$14K +197 +5%