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Inspire Small/Mid Cap Impact ETF
ISMD
ISMD
49.10
USD
-0.25
0.51%
At close
Updated
Aug 28, 4:00 PM EDT
Pre-market
After hours
1 day
-0.51%
5 days
-0.97%
1 month
-0.79%
3 months
3.7%
6 months
16.71%
Year to date
26.09%
1 year
25.96%
5 years
35.04%
10 years
97.19%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
SFPG
26
Stonebridge Financial Planning Group
Orlando,
Florida
| $15K | – | – | – |
|
| 27 |
27
Morgan Stanley
New York
| $7K | – | – | – |
|
| 28 |
PA
28
Procyon Advisors
Shelton,
Connecticut
| $7K | – | – | – |
|
| 29 |
VFA
29
Values First Advisors
Gray,
Tennessee
| $4.97K | -$119K | -4,734 | -95% |
|
| 30 |
GWM
30
Geneos Wealth Management
Englewood,
Colorado
| $3K | – | – | – |
|
| 31 |
AIP
31
Ameritas Investment Partners
Lincoln,
Nebraska
| $3K | +$5.01K | +200 | New |
|
| 32 |
32
Envestnet Asset Management
Chicago,
Illinois
| – | -$2.82M | -99,991 | Closed |
|
| 33 |
FFN
33
Focus Financial Network
Minneapolis,
Minnesota
| – | -$623K | -22,090 | Closed |
|
| 34 |
34
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$226K | -8,045 | Closed |
|
| 35 |
SFS
35
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$222K | -7,890 | Closed |
|
| 36 |
CW
36
CreativeOne Wealth
Overland Park,
Kansas
| – | -$221K | -7,824 | Closed |
|
| 37 |
SWP
37
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$202K | -7,165 | Closed |
|
| 38 |
38
Wells Fargo
San Francisco,
California
| – | +$25 | +1 | New |
|