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Inspire Small/Mid Cap Impact ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
76
Betterment LLC
New York
$214K +$195K +4,280 New
CPG
77
Cornerstone Planning Group
New Jersey
$208K +$820 +18 +0.4%
MA
78
MCF Advisors
Kentucky
$207K +$118K +2,590 +168%
CC
79
Courier Capital
New York
$206K +$188K +4,128 New
JIC
80
Johnson Investment Counsel
Ohio
$202K +$184K +4,036 New
AAP
81
Arax Advisory Partners
Colorado
$200K +$75K +1,647 +70%
GWM
82
Geneos Wealth Management
Colorado
$200K -$273K -5,995 -60%
Morgan Stanley
83
Morgan Stanley
New York
$130K +$638 +14 +0.5%
FG
84
Fairman Group
Pennsylvania
$128K +$319 +7 +0.3%
HR
85
Howe & Rusling
New York
$112K -$15K -330 -13%
AAS
86
Ameritas Advisory Services
Nebraska
$106K +$96.9K +2,128 New
ACA
87
Aptus Capital Advisors
Alabama
$80.7K +$73.5K +1,614 New
CA
88
Continuum Advisory
Idaho
$74.5K +$67.9K +1,491 New
SPIA
89
Steward Partners Investment Advisory
New York
$66.5K +$60.6K +1,331 New
CA
90
CoreCap Advisors
Michigan
$64.2K
OSAM
91
O'Shaughnessy Asset Management
Connecticut
$47.2K +$43K +945 New
BTI
92
Blue Trust Inc
Georgia
$43.2K +$2.37K +52 +6%
PTC
93
Private Trust Company
Ohio
$31.2K
PFSC
94
Peoples Financial Services Corp
Pennsylvania
$23.5K +$10.2K +224 +91%
IA
95
IFG Advisory
Georgia
$19.3K +$17.6K +386 New
TCOT
96
Trust Company of Toledo
Ohio
$18.5K
VFA
97
Values First Advisors
Tennessee
$15.4K -$4.87K -107 -26%
NWMP
98
Noble Wealth Management PBC
Colorado
$15K
WAS
99
Winch Advisory Services
Wisconsin
$11.9K +$46 +1 +0.4%
Wells Fargo
100
Wells Fargo
California
$10.5K +$9.52K +209 +20,900%