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Global X S&P 500 Catholic Values ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIA
126
Foundations Investment Advisors
Arizona
$470K -$521 -6 -0.1%
NA
127
NewEdge Advisors
Louisiana
$459K – – –
WA
128
Waverly Advisors
Alabama
$458K – – –
TF
129
Tompkins Financial
New York
$446K – – –
JBW
130
Journey Beyond Wealth
Georgia
$445K +$138K +1,595 +46%
HT
131
Heritage Trust
Oklahoma
$443K – – –
CP
132
Capital Planning
Washington
$438K – – –
EI
133
eCIO Inc
Wisconsin
$438K – – –
SIC
134
Sterling Investment Counsel
New York
$419K -$12.2K -141 -3%
SWASL
135
Spartan Wealth Advisory Services LLC
Michigan
$418K -$13.5K -156 -3%
Thrivent Financial for Lutherans
136
Thrivent Financial for Lutherans
Minnesota
$418K -$177K -2,040 -30%
AAS
137
Ameritas Advisory Services
Nebraska
$402K +$80K +921 +25%
FFBTD
138
First Financial Bank - Trust Division
Ohio
$400K +$30.9K +356 +9%
IBOK
139
Independence Bank of Kentucky
Kentucky
$397K -$144K -1,660 -27%
CFSG
140
Community Financial Services Group
Vermont
$395K -$1.3K -15 -0.3%
WB
141
Webster Bank
Connecticut
$392K – – –
SWP
142
Stratos Wealth Partners
Ohio
$363K – – –
BIM
143
Bridges Investment Management
Nebraska
$360K – – –
CF
144
Carlson Financial
Oregon
$346K -$24K -277 -7%
SIAP
145
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$342K – – –
JCM
146
Jacobi Capital Management
Pennsylvania
$327K – – –
TRCT
147
Tower Research Capital (TRC)
New York
$325K +$318K +3,667 New
SFB
148
STAR Financial Bank
Indiana
$323K – – –
MNA
149
Manning & Napier Advisors
New York
$320K -$6.42K -74 -2%
NI
150
Natural Investments
California
$315K – – –