Financial Advisory Corporation’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Financial Advisory Corporation’s Portfolio ISMD Stock Details ISMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$985K	Sell	19,696 -1,914	-9%	-$87.2K	0.13%	25
2026 Q1	$864K	Buy	21,610 +587	+3%	+$24.1K	0.12%	25
2025 Q4	$811K	Buy	21,023 +516	+3%	+$19.8K	0.12%	25
2025 Q3	$797K	Buy	20,507 +149	+0.7%	+$5.61K	0.12%	25
2025 Q2	$723K	Buy	20,358 +892	+5%	+$30K	0.11%	26
2025 Q1	$664K	Buy	19,466 +1,693	+10%	+$62.3K	0.11%	25
2024 Q4	$667K	Buy	+17,773	New	+$685K	0.12%	23

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Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Noble Wealth Management PBC Greenwood Village, Colorado $219M AUM 16.47% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return