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Inspire 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
XPN
26
XY Planning Network
Montana
$2.42M
CFD
27
Creative Financial Designs
Indiana
$2.33M +$416K +1,733 +23%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$2.32M +$157K +655 +8%
Goldman Sachs
29
Goldman Sachs
New York
$2.12M +$1.57M +6,537 +334%
SFS
30
Sowell Financial Services
Arkansas
$2.12M -$300K -1,248 -13%
AWM
31
AE Wealth Management
Kansas
$2.08M +$1.02M +4,235 +104%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$1.97M -$1.71M -7,116 -47%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.92M +$345K +1,435 +23%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$1.7M +$1.01M +4,215 +160%
FWP
35
Family Wealth Partners
North Carolina
$1.59M +$1.53M +6,390 New
SF
36
SageOak Financial
Oklahoma
$1.42M -$30.3K -126 -2%
SA
37
Sanctuary Advisors
Indiana
$1.16M -$390K -1,626 -26%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$1.16M +$151K +627 +16%
PWMG
39
Pioneer Wealth Management Group
Texas
$1.12M +$232K +967 +28%
Jane Street
40
Jane Street
New York
$1.1M +$197K +822 +23%
Osaic Holdings
41
Osaic Holdings
Arizona
$1.04M +$573K +2,385 +129%
IA
42
IFP Advisors
Florida
$878K +$7.44K +31 +0.9%
FHC
43
First Heartland Consultants
Missouri
$857K -$14.2K -59 -2%
Envestnet Portfolio Solutions
44
Envestnet Portfolio Solutions
Illinois
$782K +$352K +1,466 +88%
PI
45
PFG Investments
New York
$768K -$3.12K -13 -0.4%
SIAP
46
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$766K
WIA
47
World Investment Advisors
California
$759K +$37.2K +155 +5%
RWM
48
RMG Wealth Management
Wisconsin
$701K +$679K +2,827 New
IA
49
IFG Advisory
Georgia
$699K +$119K +497 +22%
SWM
50
Schwallier Wealth Management
Michigan
$659K +$47.5K +198 +8%