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Inspire Small/Mid Cap Impact ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SOS
26
Silver Oak Securities
Tennessee
$345K +$55.5K +1,852 +19%
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$320K +$8.42K +281 +3%
OFS
28
OneAscent Financial Services
Alabama
$320K +$318K +10,621 New
DIM
29
Delta Investment Management
California
$312K
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$309K +$30 +1 +0%
GWM
31
Geneos Wealth Management
Colorado
$267K -$15.3K -512 -5%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$250K +$249K +8,295 New
WMWM
33
Whitaker-Myers Wealth Managers
Ohio
$233K +$232K +7,744 New
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$222K +$221K +7,389 New
DSN
35
D. Scott Neal
Kentucky
$219K +$218K +7,264 New
VFA
36
Values First Advisors
Tennessee
$211K +$200K +6,684 +1,972%
FAM
37
Frontier Asset Management
Wyoming
$208K +$207K +6,897 New
BAM
38
Belpointe Asset Management
Nevada
$189K +$188K +6,281 New
Morgan Stanley
39
Morgan Stanley
New York
$135K -$38.9K -1,300 -22%
FA
40
Faithward Advisors
Pennsylvania
$80.9K -$7.34K -245 -8%
IWP
41
IAG Wealth Partners
Wisconsin
$75K
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$63K +$33.5K +1,118 +114%
FA
43
Fiduciary Alliance
South Carolina
$5.57K +$5.54K +185 New
AIP
44
Ameritas Investment Partners
Nebraska
$5.11K +$30 +1 +0.6%
WAS
45
Winch Advisory Services
Wisconsin
$5K +$5.18K +173 New
Fidelity Investments
46
Fidelity Investments
Massachusetts
$3.22K -$3.03K -101 -49%
HI
47
Harbour Investments
Wisconsin
$2.11K
CAS
48
Coppell Advisory Solutions
Texas
$120 +$120 +4 New
CASC
49
Coppell Advisory Solutions Corp
Texas
$120 +$120 +4 New
NA
50
NewEdge Advisors
Louisiana
$41 +$41.2K +1,375 New