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Global X S&P 500 Catholic Values ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
176
Independent Advisor Alliance
North Carolina
$224K -$234K -2,698 -52%
RWB
177
RMR Wealth Builders
New Jersey
$222K +$217K +2,504 New
CWM
178
Calamos Wealth Management
Illinois
$221K +$217K +2,496 New
P
179
&Partners
Tennessee
$219K +$215K +2,479 New
CT
180
Coastline Trust
Rhode Island
$219K +$260 +3 +0.1%
AWA
181
Acorn Wealth Advisors
Michigan
$217K +$213K +2,453 New
WA
182
WBH Advisory
Maryland
$216K +$212K +2,437 New
VAMG
183
Voisard Asset Management Group
Michigan
$211K +$207K +2,389 New
EGWAG
184
Elwood & Goetz Wealth Advisory Group
Georgia
$211K +$207K +2,388 New
PI
185
PFG Investments
New York
$206K -$196K -2,256 -49%
TFA
186
TrustWell Financial Advisors
Florida
$201K -$265K -3,057 -57%
AP
187
Aspect Partners
Virginia
$178K
CA
188
Clearstead Advisors
Ohio
$177K
EWA
189
EverSource Wealth Advisors
Alabama
$176K -$174 -2 -0.1%
FC
190
Financial Consulate
Maryland
$175K
HI
191
Harbour Investments
Wisconsin
$111K -$3.91K -45 -3%
GEA
192
Glen Eagle Advisors
New Jersey
$91.2K +$1.91K +22 +2%
IAIM
193
International Assets Investment Management
Florida
$58.4K
FWA
194
Flagship Wealth Advisors
Massachusetts
$54.4K +$5.3K +61 +11%
AIP
195
Ameritas Investment Partners
Nebraska
$53.3K -$1.74K -20 -3%
AW
196
Avion Wealth
Texas
$52K
MPWT
197
MassMutual Private Wealth & Trust
Connecticut
$48.7K
PNC Financial Services Group
198
PNC Financial Services Group
Pennsylvania
$48.2K -$2.87K -33 -6%
JP Morgan Chase
199
JP Morgan Chase
New York
$37.9K
NEWAS
200
N.E.W. Advisory Services
Wisconsin
$37.3K