We are live on ! Find out more
ISMD icon

Inspire Small/Mid Cap Impact ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
1
Faithward Advisors
Pennsylvania
$28.6M -$11.5M -424,550 -29%
II
2
Inspire Investing
Idaho
$8.53M -$1.57M -57,904 -16%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.82M -$188K -6,939 -6%
CFD
4
Creative Financial Designs
Indiana
$2.24M +$104K +3,829 +5%
Bank of America
5
Bank of America
North Carolina
$2.08M -$9.23K -340 -0.5%
ACM
6
AlphaStar Capital Management
North Carolina
$1.9M -$53K -1,954 -3%
LI
7
LVZ Inc
Michigan
$1.87M +$105K +3,882 +6%
LPL Financial
8
LPL Financial
California
$1.2M +$3.2K +118 +0.3%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$1.16M -$36.8K -1,356 -3%
OFS
10
OneAscent Financial Services
Alabama
$910K +$876K +32,277 New
AI
11
Atria Investments
North Carolina
$826K -$7.9K -291 -1%
KP
12
Keel Point
Alabama
$784K +$6.22K +229 +0.8%
MHS
13
M Holdings Securities
Oregon
$631K +$95.8K +3,529 +19%
FFN
14
Focus Financial Network
Minnesota
$623K +$98.1K +3,615 +20%
FAIM
15
Financial Advocates Investment Management
Washington
$542K +$154K +5,677 +42%
SPC
16
Sigma Planning Corp
Michigan
$513K -$5.92K -218 -1%
AWM
17
AE Wealth Management
Kansas
$411K +$36K +1,327 +10%
SS
18
Simplicity Solutions
Minnesota
$354K +$34.9K +1,286 +11%
WDL
19
Well Done LLC
Michigan
$314K
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$226K
SFS
21
Sowell Financial Services
Arkansas
$222K +$214K +7,890 New
CW
22
CreativeOne Wealth
Kansas
$221K -$250K -9,208 -54%
SWP
23
Stratos Wealth Partners
Ohio
$202K +$194K +7,165 New
VFA
24
Values First Advisors
Tennessee
$141K +$136K +4,992 New
FCM
25
Firestone Capital Management
Florida
$61K +$58.8K +2,166 New