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Inspire Small/Mid Cap Impact ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VFA
26
Values First Advisors
Tennessee
$204K +$203K +5,523 +2,141%
BAM
27
Belpointe Asset Management
Nevada
$150K +$156K +4,256 New
HR
28
Howe & Rusling
New York
$135K +$9.91K +270 +8%
FA
29
Faithward Advisors
Pennsylvania
$113K -$113K -3,069 -49%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$103K +$41.4K +1,128 +62%
WA
31
Win Advisors
Florida
$103K +$107K +2,918 New
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$59K +$881 +24 +1%
Koshinski Asset Management
33
Koshinski Asset Management
Illinois
$44.4K
GWM
34
Geneos Wealth Management
Colorado
$40K +$5.72K +156 +16%
ADL
35
Asset Dedication LLC
California
$32K
COCM
36
Charter Oak Capital Management
New Hampshire
$19K
EWA
37
EverSource Wealth Advisors
Alabama
$17K +$18K +490 New
Morgan Stanley
38
Morgan Stanley
New York
$12K
Fidelity Investments
39
Fidelity Investments
Massachusetts
$10K -$1.58K -43 -13%
AIP
40
Ameritas Investment Partners
Nebraska
$7K +$661 +18 +9%
TCOV
41
Trust Company of Vermont
Vermont
$2K +$1.58K +43 New
CA
42
CoreCap Advisors
Michigan
$1K +$147 +4 New
HI
43
Harbour Investments
Wisconsin
-$367K -10,359 Closed
CWA
44
Carolina Wealth Advisors
South Carolina
-$43K -1,202 Closed
FCM
45
Firestone Capital Management
Florida
-$28K -768 Closed
SWM
46
Spire Wealth Management
Virginia
-$1K -38 Closed