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Inspire 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
26
Schwallier Wealth Management
Michigan
$426K +$168K +769 +63%
Goldman Sachs
27
Goldman Sachs
New York
$418K +$132K +604 +45%
AWA
28
Arete Wealth Advisors
Illinois
$388K +$183K +837 +86%
CA
29
Continuum Advisory
Idaho
$381K +$15.1K +69 +4%
FAT
30
First American Trust
California
$361K +$369K +1,694 New
GS
31
GTS Securities
Florida
$340K -$2.59M -11,874 -88%
CG
32
CFO4Life Group
Texas
$319K +$2.18K +10 +0.7%
AWM
33
AE Wealth Management
Kansas
$239K +$245K +1,121 New
MFWP
34
Mosaic Family Wealth Partners
Missouri
$200K +$205K +938 New
Osaic Holdings
35
Osaic Holdings
Arizona
$188K +$192K +882 New
CAM
36
Creekmur Asset Management
Illinois
$185K -$14K -64 -7%
T
37
Transce3nd
Texas
$84.9K +$86.8K +398 New
IA
38
IFP Advisors
Florida
$60.4K +$34.2K +157 +125%
BFS
39
Bare Financial Services
Pennsylvania
$36.5K +$8.94K +41 +32%
Jones Financial Companies
40
Jones Financial Companies
Missouri
$34.6K +$35.3K +162 New
TCG
41
Transcendent Capital Group
Oklahoma
$7.46K
EWA
42
EverSource Wealth Advisors
Alabama
$7.1K +$7.2K +33 New
BTI
43
Blue Trust Inc
Georgia
$6.01K +$6.11K +28 New
PS
44
Principal Securities
Iowa
$853
SW
45
Simplicity Wealth
New Jersey
-$225K -1,053 Closed
GSEP
46
Golden State Equity Partners
California
-$81.8K -383 Closed
MFS
47
Mattson Financial Services
Michigan
-$10.9K -55 Closed