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Global X S&P 500 Catholic Values ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
126
Objective Capital Management
Ohio
$260K +$250K +3,750 New
FAIM
127
Financial Advocates Investment Management
Washington
$257K +$29.3K +441 +14%
CP
128
Capital Planning
Washington
$256K
SFB
129
STAR Financial Bank
Indiana
$253K +$243K +3,647 New
CRC
130
Curi RMB Capital
Illinois
$245K
PWMG
131
Pioneer Wealth Management Group
Texas
$244K +$2.4K +36 +1%
BTWM
132
Brass Tax Wealth Management
Ohio
$243K
BFS
133
Bradley Foster & Sargent
Connecticut
$217K +$208K +3,132 New
BBHC
134
Brown Brothers Harriman & Co
New York
$216K +$207K +3,110 New
HF
135
HRT Financial
New York
$214K +$206K +3,098 New
FFBTD
136
First Financial Bank - Trust Division
Ohio
$214K
TSWM
137
Tyler-Stone Wealth Management
Ohio
$213K +$113K +1,691 +122%
SI
138
Shaker Investments
Ohio
$213K +$798 +12 +0.4%
KAS
139
Kestra Advisory Services
Texas
$211K -$98.1K -1,474 -33%
BPA
140
Beacon Pointe Advisors
California
$210K +$202K +3,033 New
APC
141
Asset Planning Corporation
Tennessee
$208K +$200K +3,000 New
AWAP
142
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$204K +$196K +2,946 New
CAM
143
Cozad Asset Management
Illinois
$201K -$26.3K -395 -12%
SCA
144
Snowden Capital Advisors
New York
$201K +$193K +2,900 New
SI
145
Seeds Investor
New York
$201K +$193K +2,893 New
CIBC Private Wealth Group
146
CIBC Private Wealth Group
Georgia
$193K
CAS
147
Coppell Advisory Solutions
Texas
$177K -$3.59K -54 -2%
PAI
148
Pittenger & Anderson Inc
Nebraska
$175K
CFGS
149
Concourse Financial Group Securities
Alabama
$175K
GM
150
GeoWealth Management
Illinois
$172K +$165K +2,475 New