We are live on ! Find out more
ISMD icon

Inspire Small/Mid Cap Impact ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
51
Raymond James Financial
Florida
$456K +$116K +2,825 +33%
Osaic Holdings
52
Osaic Holdings
Arizona
$416K -$60.9K -1,482 -12%
GWM
53
Geneos Wealth Management
Colorado
$400K +$297K +7,216 +260%
HI
54
Harbour Investments
Wisconsin
$363K +$178K +4,341 +91%
WMWM
55
Whitaker-Myers Wealth Managers
Ohio
$351K +$41.7K +1,014 +13%
RA
56
RFG Advisory
Alabama
$308K +$317K +7,711 New
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$304K -$8.38K -204 -3%
GSEP
58
Golden State Equity Partners
California
$295K +$20.4K +496 +7%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$292K -$16.6K -405 -5%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$279K +$251K +6,107 +692%
LSIA
61
LaSalle St. Investment Advisors
Illinois
$260K -$10.5K -256 -4%
SB
62
Strategic Blueprint
Georgia
$237K +$11.6K +283 +5%
SW
63
Simplicity Wealth
New Jersey
$235K +$26.5K +645 +12%
PFPG
64
Pinnacle Financial Partners (Georgia)
Georgia
$223K +$229K +5,568 New
WA
65
Waverly Advisors
Alabama
$214K
HIS
66
Harvest Investment Services
Illinois
$202K -$94.8K -2,306 -31%
LMFP
67
Larry Mathis Financial Planning
Arizona
$200K +$206K +5,011 New
CPG
68
Cornerstone Planning Group
New Jersey
$189K +$493 +12 +0.3%
TWM
69
TopTier Wealth Management
Wisconsin
$106K +$109K +2,653 New
Morgan Stanley
70
Morgan Stanley
New York
$103K +$64.5K +1,570 +155%
HR
71
Howe & Rusling
New York
$103K
FG
72
Fairman Group
Pennsylvania
$102K -$172K -4,178 -62%
AAP
73
Arax Advisory Partners
Colorado
$94.2K
RFP
74
Root Financial Partners
California
$65.7K +$67.5K +1,643 New
MA
75
MCF Advisors
Kentucky
$61.7K -$24.6K -598 -28%