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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
$723K +$30K +892 +5%
FAM
27
Frontier Asset Management
Wyoming
$696K -$114K -3,388 -15%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$684K +$4.27K +127 +0.7%
UCFA
29
United Capital Financial Advisors
Texas
$668K +$188K +5,594 +42%
RWM
30
Revisor Wealth Management
Ohio
$596K +$24.4K +725 +5%
TPI
31
Trust Point Inc
Wisconsin
$567K -$787K -23,404 -59%
Osaic Holdings
32
Osaic Holdings
Arizona
$550K -$33.1K -986 -6%
KP
33
Keel Point
Alabama
$509K
FA
34
Faithward Advisors
Pennsylvania
$509K -$8.44K -251 -2%
SIAP
35
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$508K +$145K +4,300 +43%
RWM
36
RMG Wealth Management
Wisconsin
$484K +$448K +13,331 New
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$468K -$46.3K -1,379 -9%
HIS
38
Harvest Investment Services
Illinois
$419K -$29.7K -883 -7%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$383K -$85.1K -2,532 -19%
AAS
40
Avantax Advisory Services
Texas
$376K +$40.2K +1,197 +13%
SOS
41
Silver Oak Securities
Tennessee
$374K +$1.85K +55 +0.5%
Envestnet Portfolio Solutions
42
Envestnet Portfolio Solutions
Illinois
$276K -$69.6K -2,070 -21%
OAS
43
Optivise Advisory Services
Tennessee
$260K +$5.81K +173 +2%
WMWM
44
Whitaker-Myers Wealth Managers
Ohio
$259K -$13.6K -406 -5%
MFWP
45
Mosaic Family Wealth Partners
Missouri
$245K +$15.9K +473 +7%
FG
46
Fairman Group
Pennsylvania
$238K +$907 +27 +0.4%
AWM
47
AE Wealth Management
Kansas
$232K +$15.1K +449 +7%
KAS
48
Kestra Advisory Services
Texas
$231K -$203K -6,048 -48%
Raymond James Financial
49
Raymond James Financial
Florida
$231K -$168 -5 -0.1%
Jones Financial Companies
50
Jones Financial Companies
Missouri
$229K +$67K +1,995 +45%