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Inspire Small/Mid Cap Impact ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$681K -$65.5K -1,741 -9%
TPI
27
Trust Point Inc
Wisconsin
$640K +$19K +504 +3%
IA
28
IFP Advisors
Florida
$633K -$1.05M -27,925 -63%
KP
29
Keel Point
Alabama
$557K
RWM
30
Revisor Wealth Management
Ohio
$557K -$56.9K -1,511 -9%
SIAP
31
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$556K
Osaic Holdings
32
Osaic Holdings
Arizona
$555K -$45.2K -1,201 -8%
FA
33
Faithward Advisors
Pennsylvania
$531K -$24.2K -644 -4%
RWM
34
RMG Wealth Management
Wisconsin
$520K +$3.05K +81 +0.6%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$473K -$38K -1,010 -8%
FAM
36
Frontier Asset Management
Wyoming
$465K -$286K -7,601 -39%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$419K
SOS
38
Silver Oak Securities
Tennessee
$405K -$4.21K -112 -1%
AWM
39
AE Wealth Management
Kansas
$390K +$132K +3,503 +54%
PFA
40
Providence Financial Advisors
Kansas
$380K +$368K +9,786 New
Raymond James Financial
41
Raymond James Financial
Florida
$320K +$65.7K +1,745 +27%
WMWM
42
Whitaker-Myers Wealth Managers
Ohio
$297K +$13.3K +354 +5%
MFWP
43
Mosaic Family Wealth Partners
Missouri
$287K +$18.9K +502 +7%
HIS
44
Harvest Investment Services
Illinois
$284K -$169K -4,484 -38%
OAS
45
Optivise Advisory Services
Tennessee
$271K -$13.8K -367 -5%
FG
46
Fairman Group
Pennsylvania
$261K +$828 +22 +0.3%
Jones Financial Companies
47
Jones Financial Companies
Missouri
$259K +$9.52K +253 +4%
GSEP
48
Golden State Equity Partners
California
$252K +$244K +6,487 New
FWP
49
Family Wealth Partners
North Carolina
$239K +$231K +6,150 New
LSIA
50
LaSalle St. Investment Advisors
Illinois
$233K +$3.99K +106 +2%