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Inspire Small/Mid Cap Impact ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$298K -$171K -4,437 -36%
MFWP
52
Mosaic Family Wealth Partners
Missouri
$297K +$11.1K +290 +4%
HIS
53
Harvest Investment Services
Illinois
$284K +$2.61K +68 +0.9%
GSEP
54
Golden State Equity Partners
California
$265K +$14.8K +386 +6%
LSIA
55
LaSalle St. Investment Advisors
Illinois
$260K +$28.7K +746 +12%
FG
56
Fairman Group
Pennsylvania
$259K +$1.42K +37 +0.6%
MML Investors Services
57
MML Investors Services
Massachusetts
$235K +$235K +6,102 New
GWP
58
Gateway Wealth Partners
Wisconsin
$227K -$576 -15 -0.3%
SB
59
Strategic Blueprint
Georgia
$218K +$217K +5,652 New
WA
60
Waverly Advisors
Alabama
$206K +$205K +5,347 New
SW
61
Simplicity Wealth
New Jersey
$202K +$202K +5,247 New
CW
62
CreativeOne Wealth
Kansas
$200K -$5.99M -155,938 -97%
HI
63
Harbour Investments
Wisconsin
$183K -$4.92K -128 -3%
CPG
64
Cornerstone Planning Group
New Jersey
$172K +$423 +11 +0.3%
KAS
65
Kestra Advisory Services
Texas
$119K +$119K +3,091 New
GWM
66
Geneos Wealth Management
Colorado
$107K +$40.8K +1,061 +62%
HR
67
Howe & Rusling
New York
$99.3K
AAP
68
Arax Advisory Partners
Colorado
$90.9K +$90.6K +2,357 New
MA
69
MCF Advisors
Kentucky
$82.4K +$82.1K +2,137 New
CA
70
CoreCap Advisors
Michigan
$80.6K
Morgan Stanley
71
Morgan Stanley
New York
$39K -$730 -19 -2%
SIS
72
Sound Income Strategies
Florida
$34.9K +$32.1K +834 New
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$34K +$19.4K +504 +133%
MCM
74
MAI Capital Management
Ohio
$31.7K
BTI
75
Blue Trust Inc
Georgia
$31.3K