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Inspire Small/Mid Cap Impact ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
1
Inspire Advisors
Idaho
$55.7M +$430K +11,177 +0.8%
CIA
2
Christian Investment Advisors
Texas
$14.3M +$5.49M +142,949 +62%
II
3
Inspire Investing
Idaho
$8.53M -$13.9K -361 -0.2%
LPL Financial
4
LPL Financial
California
$7.97M +$234K +6,090 +3%
PFG
5
PAX Financial Group
Texas
$7.63M +$159K +4,142 +2%
CFD
6
Creative Financial Designs
Indiana
$7M +$761K +19,802 +12%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$5.01M +$4.78M +124,467 New
OFS
8
OneAscent Financial Services
Alabama
$3.65M -$17.3M -451,093 -83%
ACM
9
AlphaStar Capital Management
North Carolina
$2.57M +$153K +3,983 +6%
Goldman Sachs
10
Goldman Sachs
New York
$2.28M -$1.73M -44,917 -43%
W
11
WorthPointe
California
$2.12M +$2.11M +54,968 New
SFSG
12
Sound Financial Strategies Group
Mississippi
$1.77M +$54K +1,406 +3%
UBS Group
13
UBS Group
Switzerland
$1.63M +$90.1K +2,344 +6%
EWA
14
EverSource Wealth Advisors
Alabama
$1.28M +$163K +4,243 +15%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.25M +$180K +4,687 +17%
CF
16
Carlson Financial
Oregon
$1.21M +$1.2M +31,314 New
LI
17
LVZ Inc
Michigan
$1.16M +$1.65K +43 +0.1%
BFS
18
Bare Financial Services
Pennsylvania
$1.1M
UCFA
19
United Capital Financial Advisors
Texas
$1.07M +$230K +5,982 +28%
GS
20
GTS Securities
Florida
$980K +$147K +3,813 +18%
CFM
21
Cornerstone Financial Management
Massachusetts
$952K +$949K +24,687 New
SA
22
Sanctuary Advisors
Indiana
$888K -$142K -3,682 -14%
FAM
23
Frontier Asset Management
Wyoming
$878K +$414K +10,781 +90%
NFG
24
Nations Financial Group
Iowa
$864K +$133K +3,464 +18%
FAC
25
Financial Advisory Corporation
Michigan
$811K +$19.8K +516 +3%