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Inspire Small/Mid Cap Impact ETF
ISMD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Institute for Wealth Management
101
Institute for Wealth Management
Colorado
USD 10.4 k +USD 9.47 k +208 Nuevas
StrongBox Wealth
102
StrongBox Wealth
Missouri
USD 9.9 k +USD 9.02 k +198 Nuevas
Fidelity Investments
103
Fidelity Investments
Massachusetts
USD 9.46 k +USD 1.87 k +41 +28%
Keating Financial Advisory Services
104
Keating Financial Advisory Services
Kansas
USD 9.1 k +USD 4.33 k +95 +109%
CX Institutional
105
CX Institutional
Indiana
USD 7 k – – –
IAG Wealth Partners
106
IAG Wealth Partners
Wisconsin
USD 3.15 k – – –
Ameritas Investment Partners
107
Ameritas Investment Partners
Nebraska
USD 2.73 k -USD 911 -20 -27%
Allworth Financial
108
Allworth Financial
California
USD 500 – – –
JP Morgan Chase
109
JP Morgan Chase
New York
USD 11 – – –
Jane Street
110
Jane Street
New York
– -USD 1.53 M -38,359 Cerradas
Nations Financial Group
111
Nations Financial Group
Iowa
– -USD 1.16 M -29,025 Cerradas
Independent Advisor Alliance
112
Independent Advisor Alliance
North Carolina
– -USD 1.12 M -27,900 Cerradas
RFG Advisory
113
RFG Advisory
Alabama
– -USD 308 k -7,711 Cerradas
Golden State Equity Partners
114
Golden State Equity Partners
California
– -USD 295 k -7,369 Cerradas
Strategic Blueprint
115
Strategic Blueprint
Georgia
– -USD 237 k -5,935 Cerradas
TopTier Wealth Management
116
TopTier Wealth Management
Wisconsin
– -USD 106 k -2,653 Cerradas
Root Financial Partners
117
Root Financial Partners
California
– -USD 65.7 k -1,643 Cerradas
MAI Capital Management
118
MAI Capital Management
Ohio
– -USD 32.9 k -822 Cerradas
Citigroup
119
Citigroup
New York
– -USD 400 -10 Cerradas
GeoWealth Management
120
GeoWealth Management
Illinois
– -USD 40 -1 Cerradas
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