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Inspire Small/Mid Cap Impact ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
26
Next Financial Group
Texas
$103K +$101K +2,756 +5,512%
HR
27
Howe & Rusling
New York
$76K
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$61K +$60.4K +1,648 New
CWA
29
Carolina Wealth Advisors
South Carolina
$44K
ADL
30
Asset Dedication LLC
California
$34K +$33.7K +920 New
FCM
31
Firestone Capital Management
Florida
$28K +$73 +2 +0.3%
COCM
32
Charter Oak Capital Management
New Hampshire
$20K -$3.67K -100 -15%
Morgan Stanley
33
Morgan Stanley
New York
$13K
Fidelity Investments
34
Fidelity Investments
Massachusetts
$12K +$11.8K +323 New
GWM
35
Geneos Wealth Management
Colorado
$10K
VFA
36
Values First Advisors
Tennessee
$9K
AIP
37
Ameritas Investment Partners
Nebraska
$7K
SWM
38
Spire Wealth Management
Virginia
$1K +$1.39K +38 New
BAM
39
Belpointe Asset Management
Nevada
-$260K -7,297 Closed
WAP
40
Wealthcare Advisory Partners
Pennsylvania
-$60K -1,672 Closed
SCM
41
SevenOneSeven Capital Management
Pennsylvania
-$31K -876 Closed
SFPG
42
Stonebridge Financial Planning Group
Florida
-$27K -750 Closed
SFS
43
Sowell Financial Services
Arkansas
-$23K -610 Closed
GAM
44
Grandview Asset Management
Pennsylvania
-$6K -176 Closed
FHA
45
First Horizon Advisors
Tennessee
-$1K -29 Closed