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Inspire Small/Mid Cap Impact ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
26
Atria Wealth Solutions
New York
$504K +$22.7K +742 +5%
AAS
27
Avantax Advisory Services
Texas
$450K +$19.8K +646 +5%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$385K +$111K +3,626 +43%
SOS
29
Silver Oak Securities
Tennessee
$355K +$8.78K +287 +3%
CAPTRUST Financial Advisors
30
CAPTRUST Financial Advisors
North Carolina
$346K +$31 +1 +0%
GS
31
GTS Securities
Florida
$316K +$301K +9,827 New
WAP
32
Wealthcare Advisory Partners
Pennsylvania
$287K -$52.4K -1,712 -16%
DIM
33
Delta Investment Management
California
$285K -$46.1K -1,506 -15%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$268K +$8.84K +289 +4%
WMWM
35
Whitaker-Myers Wealth Managers
Ohio
$249K -$1.01K -33 -0.4%
GWP
36
Gateway Wealth Partners
Wisconsin
$248K +$236K +7,723 New
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$230K +$219K +7,149 New
IWP
38
IAG Wealth Partners
Wisconsin
$140K -$19K -620 -12%
CPG
39
Cornerstone Planning Group
New Jersey
$131K +$125K +4,071 New
HR
40
Howe & Rusling
New York
$109K
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$61K -$5.23K -171 -8%
CFGS
42
Concourse Financial Group Securities
Alabama
$60.3K +$57.4K +1,876 New
FA
43
Faithward Advisors
Pennsylvania
$55.5K -$18.1K -592 -26%
OLVIG
44
Oliver Lagore Vanvalin Investment Group
Michigan
$52K +$49.5K +1,618 New
GWM
45
Geneos Wealth Management
Colorado
$46.8K -$224K -7,327 -83%
PA
46
Parallel Advisors
California
$40.2K +$38.2K +1,250 New
HI
47
Harbour Investments
Wisconsin
$31.3K +$27.7K +904 +1,291%
VFA
48
Values First Advisors
Tennessee
$10K +$31 +1 +0.3%
WAS
49
Winch Advisory Services
Wisconsin
$7K +$1.71K +56 +32%
FA
50
Fiduciary Alliance
South Carolina
$5.94K +$5.66K +185 New