We are live on ! Find out more
PTL icon

Inspire 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Kingsview Wealth Management
101
Kingsview Wealth Management
Oregon
$215K +$208K +753 New
RFG
102
Range Financial Group
Oregon
$209K +$202K +729 New
JP Morgan Chase
103
JP Morgan Chase
New York
$157K -$123K -443 -44%
AF
104
Advisornet Financial
Minnesota
$133K +$37.4K +135 +41%
Harbour Investments
105
Harbour Investments
Wisconsin
$96.4K +$18.8K +68 +25%
NewEdge Advisors
106
NewEdge Advisors
Louisiana
$91.5K +$88.6K +320 New
Morgan Stanley
107
Morgan Stanley
New York
$76.4K +$35.7K +129 +93%
Blue Trust Inc
108
Blue Trust Inc
Georgia
$58.6K +$11.9K +43 +27%
BFS
109
Bare Financial Services
Pennsylvania
$55.1K +$277 +1 +0.5%
Ameritas Advisory Services
110
Ameritas Advisory Services
Nebraska
$49.5K +$47.9K +173 New
O'Shaughnessy Asset Management
111
O'Shaughnessy Asset Management
Connecticut
$48.3K +$46.8K +169 New
GIL
112
Go Invest LLC
Utah
$47.2K +$2.21K +8 +5%
Arax Advisory Partners
113
Arax Advisory Partners
Colorado
$44.9K +$43.4K +157 New
PFSC
114
Peoples Financial Services Corp
Pennsylvania
$38K +$17.7K +64 +93%
Qube Research & Technologies (QRT)
115
Qube Research & Technologies (QRT)
United Kingdom
$24.9K +$24.1K +87 New
Vanguard Advisers Inc
116
Vanguard Advisers Inc
Pennsylvania
$12.3K +$11.9K +43 New
PWPS
117
Pinnacle Wealth Planning Services
Ohio
$8.87K – – –
IFWM
118
Institute for Wealth Management
Colorado
$7.82K +$7.47K +27 New
Fidelity Investments
119
Fidelity Investments
Massachusetts
$5.84K -$5.54K -20 -50%
CFM
120
Cornerstone Financial Management
Massachusetts
$524 -$277 -1 -33%
MSG
121
Main Street Group
Virginia
$286 +$277 +1 New
NFG
122
Nations Financial Group
Iowa
– -$5.7M -22,738 Closed
XPN
123
XY Planning Network
Montana
– -$3.18M -12,652 Closed
RWM
124
RMG Wealth Management
Wisconsin
– -$920K -3,283 Closed
GSEP
125
Golden State Equity Partners
California
– -$580K -2,314 Closed