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Inspire Small/Mid Cap Impact ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWP
51
Gateway Wealth Partners
Wisconsin
$229K +$222K +5,892 New
Citadel Advisors
52
Citadel Advisors
Florida
$223K +$216K +5,744 New
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$207K +$59.2K +1,572 +42%
HI
54
Harbour Investments
Wisconsin
$190K +$31.2K +828 +20%
CPG
55
Cornerstone Planning Group
New Jersey
$158K +$452 +12 +0.3%
HR
56
Howe & Rusling
New York
$100K
CA
57
CoreCap Advisors
Michigan
$81.1K
GWM
58
Geneos Wealth Management
Colorado
$66.8K +$6.89K +183 +12%
Morgan Stanley
59
Morgan Stanley
New York
$40K -$162K -4,310 -81%
MCM
60
MAI Capital Management
Ohio
$31.9K
BTI
61
Blue Trust Inc
Georgia
$31.6K -$12.6K -336 -29%
PTC
62
Private Trust Company
Ohio
$22.3K
PS
63
Principal Securities
Iowa
$20.6K -$18.7K -498 -48%
VFA
64
Values First Advisors
Tennessee
$15.6K +$489 +13 +3%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$14.7K +$7.23K +192 +103%
NWMP
66
Noble Wealth Management PBC
Colorado
$11.7K +$11.3K +300 New
TCOT
67
Trust Company of Toledo
Ohio
$11.5K
AssetMark Inc
68
AssetMark Inc
California
$11.2K +$10.8K +288 New
WAS
69
Winch Advisory Services
Wisconsin
$9.15K +$38 +1 +0.4%
WWA
70
Wealth Watch Advisors
Colorado
$7.77K +$7.53K +200 New
Fidelity Investments
71
Fidelity Investments
Massachusetts
$6.05K
CAM
72
Creekmur Asset Management
Illinois
$3.19K
AIP
73
Ameritas Investment Partners
Nebraska
$2.9K
IWP
74
IAG Wealth Partners
Wisconsin
$2.45K
GM
75
GeoWealth Management
Illinois
$39