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Inspire 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
51
Golden State Equity Partners
California
$390K +$362K +1,702 New
WMWM
52
Whitaker-Myers Wealth Managers
Ohio
$384K +$8.72K +41 +3%
Envestnet Portfolio Solutions
53
Envestnet Portfolio Solutions
Illinois
$383K +$355K +1,670 New
CA
54
Continuum Advisory
Idaho
$317K -$85.9K -404 -23%
TIP
55
Tandem Investment Partners
New Jersey
$271K +$251K +1,180 New
IFG
56
Independent Financial Group
California
$205K +$190K +892 New
ACM
57
AlphaStar Capital Management
North Carolina
$202K +$187K +879 New
CAM
58
Creekmur Asset Management
Illinois
$180K +$76.4K +359 +84%
CF
59
Centaurus Financial
California
$176K +$14.7K +69 +10%
PS
60
Principal Securities
Iowa
$94K +$86.4K +406 +10,150%
GWSG
61
GPS Wealth Strategies Group
Colorado
$57.1K +$47.7K +224 +896%
BFS
62
Bare Financial Services
Pennsylvania
$39.2K
BTI
63
Blue Trust Inc
Georgia
$37.1K +$34.5K +162 New
CAM
64
Clarity Asset Management
Iowa
$34.5K +$213 +1 +0.7%
HI
65
Harbour Investments
Wisconsin
$29.8K +$27.7K +130 New
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$13K +$11.7K +55 New
AF
67
Advisornet Financial
Minnesota
$5.96K +$5.53K +26 New
T
68
Transce3nd
Texas
$3.67K -$14.9K -70 -81%
EWA
69
EverSource Wealth Advisors
Alabama
$3.25K -$4.25K -20 -59%
Fidelity Investments
70
Fidelity Investments
Massachusetts
$1.25K +$1.06K +5 New
JP Morgan Chase
71
JP Morgan Chase
New York
$229 +$213 +1 New
SW
72
Simplicity Wealth
New Jersey
-$210K -1,021 Closed
UBS Group
73
UBS Group
Switzerland
-$4.73K -23 Closed