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Global X S&P 500 Catholic Values ETF
CATH

Name Holding Trade Value Shares
Change 		Change in
Stake
MNA
151
Manning & Napier Advisors
New York
$282K +$304K +3,720 New
NI
152
Natural Investments
California
$278K +$1.39K +17 +0.5%
UB
153
UMB Bank
Missouri
$274K – – –
GAM
154
GEM Asset Management
Michigan
$271K +$284K +3,473 New
JBW
155
Journey Beyond Wealth
Georgia
$268K -$385K -4,709 -58%
BCM
156
Becker Capital Management
Oregon
$262K – – –
AI
157
Atria Investments
North Carolina
$252K – – –
SL
158
SWMG LLC
Texas
$252K – – –
AWAP
159
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$251K +$9.81K +120 +4%
EH
160
Equitable Holdings
New York
$245K -$8.67K -106 -3%
WB
161
WesBanco Bank
West Virginia
$240K – – –
FTC
162
Farmers Trust Company
Ohio
$236K +$1.23K +15 +0.5%
SAM
163
Secure Asset Management
Michigan
$232K -$2.94K -36 -1%
BWMG
164
Barnes Wealth Management Group
California
$232K +$981 +12 +0.4%
RSVP
165
Ramsay Stattman Vela & Price
Colorado
$227K +$8.18K +100 +4%
NW
166
Naviter Wealth
Arkansas
$226K +$654 +8 +0.3%
JIC
167
Johnson Investment Counsel
Ohio
$222K +$1.64K +20 +0.7%
SCA
168
Snowden Capital Advisors
New York
$219K – – –
CBU
169
CIBC Bancorp USA
Illinois
$218K +$228K +2,786 New
TLFA
170
True Link Financial Advisors
California
$217K +$11.9K +146 +6%
PAI
171
Pittenger & Anderson Inc
Nebraska
$216K +$14.3K +175 +7%
BS
172
Banco Santander
Spain
$214K – – –
PA
173
Planning Alternatives
Michigan
$201K -$12.3K -150 -6%
CT
174
Coastline Trust
Rhode Island
$193K +$202K +2,470 New
AP
175
Aspect Partners
Virginia
$157K +$20.4K +249 +14%
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