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Inspire 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
26
Jones Financial Companies
Missouri
$3.45M +$1.76M +7,027 +103%
AWM
27
AE Wealth Management
Kansas
$3.4M +$1.35M +5,394 +65%
PFA
28
Pettinga Financial Advisors
Indiana
$3.31M +$54.2K +217 +2%
GS
29
GTS Securities
Florida
$2.92M +$2.7M +10,801 +1,099%
SFSG
30
Sound Financial Strategies Group
Mississippi
$2.92M +$750 +3 +0%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$2.92M +$1.01M +4,058 +53%
XPN
32
XY Planning Network
Montana
$2.76M +$144K +576 +5%
Jane Street
33
Jane Street
New York
$2.48M +$1.39M +5,581 +127%
VA
34
Valmark Advisers
Ohio
$2.45M -$37K -148 -1%
LFA
35
LifeGuide Financial Advisors
Pennsylvania
$2.42M +$2.42M +9,702 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$2.42M +$461K +1,844 +23%
W
37
WorthPointe
California
$2.19M +$2.2M +8,817 New
SFS
38
Sowell Financial Services
Arkansas
$1.8M -$307K -1,228 -14%
EWA
39
EverSource Wealth Advisors
Alabama
$1.75M +$1.69M +6,756 +2,404%
OAS
40
Optivise Advisory Services
Tennessee
$1.74M +$1.75M +7,018 New
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$1.64M +$491K +1,963 +42%
SF
42
SageOak Financial
Oklahoma
$1.42M +$6.75K +27 +0.5%
CF
43
Carlson Financial
Oregon
$1.18M +$1.19M +4,754 New
FA
44
Fiduciary Alliance
South Carolina
$1.12M +$772K +3,091 +217%
PWMG
45
Pioneer Wealth Management Group
Texas
$1.11M -$4.5K -18 -0.4%
SA
46
Sanctuary Advisors
Indiana
$1.03M -$125K -499 -11%
Envestnet Portfolio Solutions
47
Envestnet Portfolio Solutions
Illinois
$1.02M +$243K +974 +31%
Raymond James Financial
48
Raymond James Financial
Florida
$946K -$2.15M -8,605 -69%
IA
49
IFG Advisory
Georgia
$924K +$229K +918 +33%
Osaic Holdings
50
Osaic Holdings
Arizona
$893K -$158K -632 -15%