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Inspire 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAM
26
Frontier Asset Management
Wyoming
$4.31M +$62.4K +243 +1%
AWM
27
AE Wealth Management
Kansas
$4.09M +$674K +2,623 +19%
Citadel Advisors
28
Citadel Advisors
Florida
$3.7M +$3.53M +13,751 +1,371%
SFSG
29
Sound Financial Strategies Group
Mississippi
$3.57M +$633K +2,465 +21%
PFA
30
Pettinga Financial Advisors
Indiana
$3.5M +$171K +665 +5%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$3.36M +$416K +1,619 +14%
XPN
32
XY Planning Network
Montana
$3.18M +$391K +1,521 +14%
IAA
33
Independent Advisor Alliance
North Carolina
$3.11M +$3.19M +12,425 New
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$3.07M +$646K +2,514 +26%
TWA
35
Tulsa Wealth Advisors
Oklahoma
$2.73M +$2.8M +10,902 New
LFA
36
LifeGuide Financial Advisors
Pennsylvania
$2.64M +$217K +845 +9%
VA
37
Valmark Advisers
Ohio
$2.53M +$65.3K +254 +3%
Jane Street
38
Jane Street
New York
$2.32M -$182K -708 -7%
FA
39
Fiduciary Alliance
South Carolina
$1.95M +$706K +2,746 +61%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$1.94M +$290K +1,128 +17%
OAS
41
Optivise Advisory Services
Tennessee
$1.69M -$68.1K -265 -4%
Raymond James Financial
42
Raymond James Financial
Florida
$1.6M +$661K +2,571 +67%
SF
43
SageOak Financial
Oklahoma
$1.42M -$10.3K -40 -0.7%
VC
44
Vicus Capital
Pennsylvania
$1.37M +$1.4M +5,455 New
PWMG
45
Pioneer Wealth Management Group
Texas
$1.34M +$224K +872 +20%
W
46
WorthPointe
California
$1.32M -$913K -3,552 -40%
CF
47
Carlson Financial
Oregon
$1.3M +$110K +430 +9%
Envestnet Portfolio Solutions
48
Envestnet Portfolio Solutions
Illinois
$1.17M +$145K +563 +14%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$1.14M -$3.25M -12,645 -74%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$1.11M +$1.11M +4,320 +4,075%