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Inspire Small/Mid Cap Impact ETF
ISMD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Betterment LLC
76
Betterment LLC
New York
USD 214 k +USD 195 k +4,280 Nuevas
Cornerstone Planning Group
77
Cornerstone Planning Group
New Jersey
USD 208 k +USD 820 +18 +0.4%
MCF Advisors
78
MCF Advisors
Kentucky
USD 207 k +USD 118 k +2,590 +168%
Courier Capital
79
Courier Capital
New York
USD 206 k +USD 188 k +4,128 Nuevas
Johnson Investment Counsel
80
Johnson Investment Counsel
Ohio
USD 202 k +USD 184 k +4,036 Nuevas
Arax Advisory Partners
81
Arax Advisory Partners
Colorado
USD 200 k +USD 75 k +1,647 +70%
Geneos Wealth Management
82
Geneos Wealth Management
Colorado
USD 200 k -USD 273 k -5,995 -60%
Morgan Stanley
83
Morgan Stanley
New York
USD 130 k +USD 638 +14 +0.5%
Fairman Group
84
Fairman Group
Pennsylvania
USD 128 k +USD 319 +7 +0.3%
Howe & Rusling
85
Howe & Rusling
New York
USD 112 k -USD 15 k -330 -13%
Ameritas Advisory Services
86
Ameritas Advisory Services
Nebraska
USD 106 k +USD 96.9 k +2,128 Nuevas
Aptus Capital Advisors
87
Aptus Capital Advisors
Alabama
USD 80.7 k +USD 73.5 k +1,614 Nuevas
Continuum Advisory
88
Continuum Advisory
Idaho
USD 74.5 k +USD 67.9 k +1,491 Nuevas
Steward Partners Investment Advisory
89
Steward Partners Investment Advisory
New York
USD 66.5 k +USD 60.6 k +1,331 Nuevas
CoreCap Advisors
90
CoreCap Advisors
Michigan
USD 64.2 k – – –
O'Shaughnessy Asset Management
91
O'Shaughnessy Asset Management
Connecticut
USD 47.2 k +USD 43 k +945 Nuevas
Blue Trust Inc
92
Blue Trust Inc
Georgia
USD 43.2 k +USD 2.37 k +52 +6%
Private Trust Company
93
Private Trust Company
Ohio
USD 31.2 k – – –
Peoples Financial Services Corp
94
Peoples Financial Services Corp
Pennsylvania
USD 23.5 k +USD 10.2 k +224 +91%
IFG Advisory
95
IFG Advisory
Georgia
USD 19.3 k +USD 17.6 k +386 Nuevas
TCOT
96
Trust Company of Toledo
Ohio
USD 18.5 k – – –
Values First Advisors
97
Values First Advisors
Tennessee
USD 15.4 k -USD 4.87 k -107 -26%
NWMP
98
Noble Wealth Management PBC
Colorado
USD 15 k – – –
Winch Advisory Services
99
Winch Advisory Services
Wisconsin
USD 11.9 k +USD 46 +1 +0.4%
Wells Fargo
100
Wells Fargo
California
USD 10.5 k +USD 9.5 k +209 +20,900%
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