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Inspire 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
51
Envestnet Portfolio Solutions
Illinois
$1.55M +$209K +757 +16%
RWM
52
Revisor Wealth Management
Ohio
$1.52M +$740K +2,674 +102%
Jane Street
53
Jane Street
New York
$1.51M -$1.11M -4,007 -43%
CF
54
Carlson Financial
Oregon
$1.5M +$16.6K +60 +1%
Osaic Holdings
55
Osaic Holdings
Arizona
$1.35M +$277K +1,001 +27%
GCM
56
Gambit Capital Management
Tennessee
$1.18M +$1.14M +4,112 New
SWM
57
Schwallier Wealth Management
Michigan
$1.11M -$3.32K -12 -0.3%
VDC
58
Van Diest Capital
Iowa
$1.09M +$320K +1,157 +44%
DIM
59
Delta Investment Management
California
$1.07M +$731K +2,643 +242%
W
60
WorthPointe
California
$1.06M -$430K -1,555 -30%
PFPG
61
Pinnacle Financial Partners (Georgia)
Georgia
$1.04M +$619K +2,238 +159%
IA
62
IFP Advisors
Florida
$1.03M +$8.58K +31 +0.9%
Brown Advisory
63
Brown Advisory
Maryland
$1.01M +$981K +3,545 New
FFA
64
Farther Finance Advisors
California
$1M -$37.6K -136 -4%
PGF
65
Plan Group Financial
Oklahoma
$1M +$152K +550 +19%
SFS
66
Sowell Financial Services
Arkansas
$948K -$230K -832 -20%
WIA
67
World Investment Advisors
California
$846K
FHC
68
First Heartland Consultants
Missouri
$814K +$15.2K +55 +2%
LMFP
69
Larry Mathis Financial Planning
Arizona
$812K -$16.6K -60 -2%
BCM
70
Brookstone Capital Management
Illinois
$793K +$767K +2,771 New
OWM
71
OneAscent Wealth Management
Alabama
$780K -$161K -580 -18%
SIAP
72
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$772K -$104K -375 -12%
LFS
73
Littlejohn Financial Services
Oregon
$705K +$682K +2,464 New
IAA
74
Independent Advisor Alliance
North Carolina
$689K -$2.77M -10,015 -81%
WMWM
75
Whitaker-Myers Wealth Managers
Ohio
$662K +$45.4K +164 +8%