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Global X S&P 500 Catholic Values ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
101
AE Wealth Management
Kansas
$619K +$2.21K +27 +0.3%
FCM
102
Firestone Capital Management
Florida
$618K +$74.6K +912 +13%
MFA
103
McClarren Financial Advisors
Pennsylvania
$611K +$182K +2,225 +40%
CF
104
Carter Financial
California
$593K +$3.02K +37 +0.5%
KAS
105
Kestra Advisory Services
Texas
$590K +$293K +3,583 +90%
FWP
106
Firethorn Wealth Partners
Georgia
$560K +$26.2K +320 +5%
WA
107
Win Advisors
Florida
$553K -$231K -2,824 -29%
MA
108
MJP Associates
Connecticut
$539K +$39.5K +483 +8%
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$529K -$125K -1,535 -18%
MBT
110
Montecito Bank & Trust
California
$529K
SIP
111
Sellwood Investment Partners
Oregon
$522K +$10.7K +131 +2%
NB
112
Nicolet Bankshares
Wisconsin
$521K
FGWP
113
Founders Grove Wealth Partners
Virginia
$518K +$327 +4 +0.1%
IWC
114
Integrated Wealth Concepts
Massachusetts
$500K +$523K +6,401 New
IWM
115
IHT Wealth Management
Illinois
$493K +$17.2K +210 +3%
Koshinski Asset Management
116
Koshinski Asset Management
Illinois
$488K +$7.52K +92 +1%
SMC
117
Smith, Moore & Co
Missouri
$482K +$2.37K +29 +0.5%
IBOK
118
Independence Bank of Kentucky
Kentucky
$481K
Lido Advisors
119
Lido Advisors
California
$471K -$9.73K -119 -2%
SC
120
Steph & Co
Wisconsin
$455K
NW
121
NewEdge Wealth
Pennsylvania
$430K
DI
122
Disciplined Investments
Oklahoma
$430K
MGIA
123
Moneta Group Investment Advisors
Missouri
$417K -$5.56K -68 -1%
TFA
124
TrustWell Financial Advisors
Florida
$416K +$11.8K +144 +3%
FIA
125
Foundations Investment Advisors
Arizona
$416K -$298K -3,642 -41%