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Inspire Small/Mid Cap Impact ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
26
Independent Advisor Alliance
North Carolina
$1.12M +$1.15M +27,900 New
BFS
27
Bare Financial Services
Pennsylvania
$1.11M -$34.3K -834 -3%
CFM
28
Cornerstone Financial Management
Massachusetts
$1.06M +$70.7K +1,721 +7%
FPAS
29
Focus Partners Advisor Solutions
Missouri
$1.01M +$333K +8,104 +47%
FAC
30
Financial Advisory Corporation
Michigan
$864K +$24.1K +587 +3%
FAM
31
Frontier Asset Management
Wyoming
$859K -$52.3K -1,273 -6%
FWP
32
Family Wealth Partners
North Carolina
$843K +$299K +7,264 +53%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$832K +$11.1K +269 +1%
TPI
34
Trust Point Inc
Wisconsin
$791K +$214K +5,205 +36%
KOC
35
Koss-Olinger Consulting
Florida
$759K
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$739K -$40.8K -993 -5%
AWM
37
AE Wealth Management
Kansas
$703K +$236K +5,738 +48%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$687K +$78.3K +1,904 +12%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$662K +$314K +7,635 +83%
RWM
40
RMG Wealth Management
Wisconsin
$642K +$581K +14,136 New
IA
41
IFP Advisors
Florida
$598K +$15.7K +383 +3%
RWM
42
Revisor Wealth Management
Ohio
$590K -$29K -705 -5%
PFA
43
Providence Financial Advisors
Kansas
$573K +$74.2K +1,806 +14%
KP
44
Keel Point
Alabama
$573K
SIAP
45
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$572K
FFA
46
Farther Finance Advisors
California
$550K +$561K +13,658 New
FA
47
Faithward Advisors
Pennsylvania
$531K -$14K -341 -3%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$470K
GWP
49
Gateway Wealth Partners
Wisconsin
$463K +$235K +5,709 +97%
SA
50
Sanctuary Advisors
Indiana
$460K -$473K -11,506 -50%