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Global X S&P 500 Catholic Values ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
176
Planning Alternatives
Michigan
$226K -$1.22K -14 -0.5%
IAA
177
Independent Advisor Alliance
North Carolina
$224K -$234K -2,698 -52%
RWB
178
RMR Wealth Builders
New Jersey
$222K +$217K +2,504 New
CWM
179
Calamos Wealth Management
Illinois
$221K +$217K +2,496 New
P
180
&Partners
Tennessee
$219K +$215K +2,479 New
CT
181
Coastline Trust
Rhode Island
$219K +$260 +3 +0.1%
AWA
182
Acorn Wealth Advisors
Michigan
$217K +$213K +2,453 New
WA
183
WBH Advisory
Maryland
$216K +$212K +2,437 New
VAMG
184
Voisard Asset Management Group
Michigan
$211K +$207K +2,389 New
EGWAG
185
Elwood & Goetz Wealth Advisory Group
Georgia
$211K +$207K +2,388 New
PI
186
PFG Investments
New York
$206K -$196K -2,256 -49%
TFA
187
TrustWell Financial Advisors
Florida
$201K -$265K -3,057 -57%
AP
188
Aspect Partners
Virginia
$178K – – –
CA
189
Clearstead Advisors
Ohio
$177K – – –
EWA
190
EverSource Wealth Advisors
Alabama
$176K -$174 -2 -0.1%
FC
191
Financial Consulate
Maryland
$175K – – –
HI
192
Harbour Investments
Wisconsin
$111K -$3.91K -45 -3%
GEA
193
Glen Eagle Advisors
New Jersey
$91.2K +$1.91K +22 +2%
IAIM
194
International Assets Investment Management
Florida
$58.4K – – –
FWA
195
Flagship Wealth Advisors
Massachusetts
$54.4K +$5.3K +61 +11%
AIP
196
Ameritas Investment Partners
Nebraska
$53.3K -$1.74K -20 -3%
AW
197
Avion Wealth
Texas
$52K – – –
MPWT
198
MassMutual Private Wealth & Trust
Connecticut
$48.7K – – –
PNC Financial Services Group
199
PNC Financial Services Group
Pennsylvania
$48.2K -$2.87K -33 -6%
JP Morgan Chase
200
JP Morgan Chase
New York
$37.9K – – –