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Inspire Small/Mid Cap Impact ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
101
Institute for Wealth Management
Colorado
$10.4K +$9.47K +208 New
SW
102
StrongBox Wealth
Missouri
$9.9K +$9.02K +198 New
Fidelity Investments
103
Fidelity Investments
Massachusetts
$9.46K +$1.87K +41 +28%
KFAS
104
Keating Financial Advisory Services
Kansas
$9.1K +$4.33K +95 +109%
CI
105
CX Institutional
Indiana
$7K – – –
IWP
106
IAG Wealth Partners
Wisconsin
$3.15K – – –
AIP
107
Ameritas Investment Partners
Nebraska
$2.73K -$911 -20 -27%
AF
108
Allworth Financial
California
$500 – – –
JP Morgan Chase
109
JP Morgan Chase
New York
$11 – – –
Jane Street
110
Jane Street
New York
– -$1.53M -38,359 Closed
NFG
111
Nations Financial Group
Iowa
– -$1.16M -29,025 Closed
IAA
112
Independent Advisor Alliance
North Carolina
– -$1.12M -27,900 Closed
RA
113
RFG Advisory
Alabama
– -$308K -7,711 Closed
GSEP
114
Golden State Equity Partners
California
– -$295K -7,369 Closed
SB
115
Strategic Blueprint
Georgia
– -$237K -5,935 Closed
TWM
116
TopTier Wealth Management
Wisconsin
– -$106K -2,653 Closed
RFP
117
Root Financial Partners
California
– -$65.7K -1,643 Closed
MCM
118
MAI Capital Management
Ohio
– -$32.9K -822 Closed
Citigroup
119
Citigroup
New York
– -$400 -10 Closed
GM
120
GeoWealth Management
Illinois
– -$40 -1 Closed