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Inspire Small/Mid Cap Impact ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAC
26
Financial Advisory Corporation
Michigan
$664K +$62.3K +1,693 +10%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$653K +$90.1K +2,450 +15%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$649K +$106K +2,887 +18%
Citadel Advisors
29
Citadel Advisors
Florida
$646K -$622K -16,928 -47%
WDL
30
Well Done LLC
Michigan
$591K -$55.2K -1,502 -9%
Osaic Holdings
31
Osaic Holdings
Arizona
$561K +$255K +6,940 +73%
CAS
32
Coppell Advisory Solutions
Texas
$538K +$387K +10,519 +262,975%
RWM
33
Revisor Wealth Management
Ohio
$523K +$254K +6,908 +83%
FA
34
Faithward Advisors
Pennsylvania
$497K -$10.7K -292 -2%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$496K +$21.4K +582 +4%
KP
36
Keel Point
Alabama
$489K
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$455K -$60.2K -1,636 -11%
UCFA
38
United Capital Financial Advisors
Texas
$451K +$254K +6,894 +109%
HIS
39
Harvest Investment Services
Illinois
$432K +$118K +3,202 +34%
KAS
40
Kestra Advisory Services
Texas
$428K -$442K -12,032 -49%
SOS
41
Silver Oak Securities
Tennessee
$358K -$4.96K -135 -1%
SIAP
42
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$341K +$368K +10,000 New
Envestnet Portfolio Solutions
43
Envestnet Portfolio Solutions
Illinois
$336K +$62.6K +1,703 +21%
BTI
44
Blue Trust Inc
Georgia
$335K
SB
45
Strategic Blueprint
Georgia
$324K -$182K -4,936 -34%
AAS
46
Avantax Advisory Services
Texas
$320K +$34.5K +939 +11%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$284K +$306K +8,318 New
WMWM
48
Whitaker-Myers Wealth Managers
Ohio
$263K -$10.9K -297 -4%
FG
49
Fairman Group
Pennsylvania
$249K
OAS
50
Optivise Advisory Services
Tennessee
$244K +$17.8K +483 +7%