We are live on ! Find out more
ISMD icon

Inspire Small/Mid Cap Impact ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
26
Belpointe Asset Management
Nevada
$379K +$238K +7,169 +168%
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$344K +$80.1K +2,412 +30%
AWS
28
Atria Wealth Solutions
New York
$302K +$302K +9,095 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$284K +$76.1K +2,290 +37%
CW
30
CreativeOne Wealth
Kansas
$275K +$275K +8,284 New
Morgan Stanley
31
Morgan Stanley
New York
$243K +$232K +6,976 +2,010%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$212K +$213K +6,401 New
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$180K +$124K +3,725 +223%
HR
34
Howe & Rusling
New York
$127K
FA
35
Faithward Advisors
Pennsylvania
$106K -$764 -23 -0.7%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$76K -$21.1K -634 -22%
GWM
37
Geneos Wealth Management
Colorado
$53K +$15.3K +459 +40%
ADL
38
Asset Dedication LLC
California
$31K
Koshinski Asset Management
39
Koshinski Asset Management
Illinois
$30.2K -$11.6K -350 -28%
COCM
40
Charter Oak Capital Management
New Hampshire
$19K +$997 +30 +5%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$9K
AIP
42
Ameritas Investment Partners
Nebraska
$6K -$831 -25 -11%
VFA
43
Values First Advisors
Tennessee
$5K -$187K -5,624 -97%
IA
44
IFP Advisors
Florida
$3K +$1.66K +50 New
WA
45
Win Advisors
Florida
-$103K -2,918 Closed
TCOV
46
Trust Company of Vermont
Vermont
-$2K -43 Closed
CA
47
CoreCap Advisors
Michigan
-$1K -4 Closed
Wells Fargo
48
Wells Fargo
California
+$33 +1 New