Filing Research | Impact Shares Women's Empowerm Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

6 / 6 loaded

#		Instrument	quantity
1	GREENLEAF TRUST	Shares	18.7KSH	$791.4K
2	Farther Finance Advisors, LLC	Shares	1.2KSH	$49.1K
3	GHP Investment Advisors, Inc.	Shares	340SH	$14.4K
4	Abound Wealth Management	Shares	324SH	$13.7K
5	Creative Capital Management Investments LLC	Shares	300SH	$12.7K
6	EVOLUTION WEALTH MANAGEMENT INC.	Shares	60SH	$2.5K

Manager changes2026-06-30 vs 2026-03-31

6 / 6 loaded

#		Instrument
1	Farther Finance Advisors, LLC added	Shares	+495	+$22.8K	$49.1K
2	Creative Capital Management Investments LLC new	Shares	+300	+$12.7K	$12.7K
3	GREENLEAF TRUST trimmed	Shares	-1.3K	+$3.1K	$791.4K
4	GHP Investment Advisors, Inc. unchanged	Shares	0	+$960	$14.4K
5	Abound Wealth Management unchanged	Shares	0	+$915	$13.7K
6	EVOLUTION WEALTH MANAGEMENT INC. unchanged	Shares	0	+$169	$2.5K

Filing Research | Impact Shares Women's Empowerm Institutional Holdings