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Inspire Small/Mid Cap Impact ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SW
51
Simplicity Wealth
New Jersey
$222K +$239K +6,510 New
Raymond James Financial
52
Raymond James Financial
Florida
$222K -$22.8K -621 -9%
MFWP
53
Mosaic Family Wealth Partners
Missouri
$219K +$236K +6,429 New
AWM
54
AE Wealth Management
Kansas
$207K +$138K +3,750 +161%
WAP
55
Wealthcare Advisory Partners
Pennsylvania
$202K +$6.18K +168 +3%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$197K +$81.7K +2,223 +63%
AAP
57
Arax Advisory Partners
Colorado
$193K
Jones Financial Companies
58
Jones Financial Companies
Missouri
$152K +$149K +4,055 +1,067%
HI
59
Harbour Investments
Wisconsin
$138K -$902K -24,516 -86%
CPG
60
Cornerstone Planning Group
New Jersey
$132K +$588 +16 +0.4%
HR
61
Howe & Rusling
New York
$115K
CA
62
CoreCap Advisors
Michigan
$71.2K -$2.17K -59 -3%
PS
63
Principal Securities
Iowa
$63.3K
GWM
64
Geneos Wealth Management
Colorado
$52.4K
CA
65
Continuum Advisory
Idaho
$35.1K
MCM
66
MAI Capital Management
Ohio
$28K
SAM
67
S.A. Mason
Michigan
$22K +$23.7K +645 New
PTC
68
Private Trust Company
Ohio
$19.6K
Morgan Stanley
69
Morgan Stanley
New York
$17.9K +$883 +24 +5%
Wells Fargo
70
Wells Fargo
California
$16.4K -$70.1K -1,907 -80%
VFA
71
Values First Advisors
Tennessee
$11.8K
NS
72
NBC Securities
Alabama
$11K +$12.1K +329 New
NWMP
73
Noble Wealth Management PBC
Colorado
$10.2K
WAS
74
Winch Advisory Services
Wisconsin
$7.98K
T
75
Transce3nd
Texas
$3.79K -$31.2K -848 -88%