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Inspire 500 ETF
PTL

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Envestnet Portfolio Solutions
51
Envestnet Portfolio Solutions
Illinois
USD 1.55 M +USD 209 k +757 +16%
Revisor Wealth Management
52
Revisor Wealth Management
Ohio
USD 1.52 M +USD 740 k +2,674 +102%
Jane Street
53
Jane Street
New York
USD 1.51 M -USD 1.11 M -4,007 -43%
CF
54
Carlson Financial
Oregon
USD 1.5 M +USD 16.6 k +60 +1%
Osaic Holdings
55
Osaic Holdings
Arizona
USD 1.35 M +USD 277 k +1,001 +27%
Gambit Capital Management
56
Gambit Capital Management
Tennessee
USD 1.18 M +USD 1.14 M +4,112 Nuevas
Schwallier Wealth Management
57
Schwallier Wealth Management
Michigan
USD 1.11 M -USD 3.32 k -12 -0.3%
Van Diest Capital
58
Van Diest Capital
Iowa
USD 1.09 M +USD 320 k +1,157 +44%
Delta Investment Management
59
Delta Investment Management
California
USD 1.07 M +USD 731 k +2,643 +242%
WorthPointe
60
WorthPointe
California
USD 1.06 M -USD 430 k -1,555 -30%
Pinnacle Financial Partners (Georgia)
61
Pinnacle Financial Partners (Georgia)
Georgia
USD 1.04 M +USD 619 k +2,238 +159%
IFP Advisors
62
IFP Advisors
Florida
USD 1.03 M +USD 8.58 k +31 +0.9%
Brown Advisory
63
Brown Advisory
Maryland
USD 1.01 M +USD 981 k +3,545 Nuevas
Farther Finance Advisors
64
Farther Finance Advisors
California
USD 1 M -USD 37.6 k -136 -4%
Plan Group Financial
65
Plan Group Financial
Oklahoma
USD 1 M +USD 152 k +550 +19%
Sowell Financial Services
66
Sowell Financial Services
Arkansas
USD 948 k -USD 230 k -832 -20%
World Investment Advisors
67
World Investment Advisors
California
USD 846 k – – –
First Heartland Consultants
68
First Heartland Consultants
Missouri
USD 814 k +USD 15.2 k +55 +2%
Larry Mathis Financial Planning
69
Larry Mathis Financial Planning
Arizona
USD 812 k -USD 16.6 k -60 -2%
Brookstone Capital Management
70
Brookstone Capital Management
Illinois
USD 793 k +USD 767 k +2,771 Nuevas
OneAscent Wealth Management
71
OneAscent Wealth Management
Alabama
USD 780 k -USD 161 k -580 -18%
Sterling Investment Advisors (Pennsylvania)
72
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
USD 772 k -USD 104 k -375 -12%
Littlejohn Financial Services
73
Littlejohn Financial Services
Oregon
USD 705 k +USD 682 k +2,464 Nuevas
Independent Advisor Alliance
74
Independent Advisor Alliance
North Carolina
USD 689 k -USD 2.77 M -10,015 -81%
Whitaker-Myers Wealth Managers
75
Whitaker-Myers Wealth Managers
Ohio
USD 662 k +USD 45.4 k +164 +8%
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