Filing Research | INSPIRE INTERNATIONAL ETF Institutional Holdings

Snapshot holdings

30 / 30 loaded

#		Instrument	quantity
1	Fiduciary Alliance LLC	Shares	357.1KSH	$13.6M
2	Legacy Wealth Asset Management, LLC	Shares	292.5KSH	$11.2M
3	Turning Point Benefit Group, Inc.	Shares	232.7KSH	$8.8M
4	EverSource Wealth Advisors, LLC	Shares	163.5KSH	$6.2M
5	Plan A Wealth LLC	Shares	81.8KSH	$3.1M
6	Range Financial Group LLC	Shares	70.0KSH	$2.7M
7	Security Financial Services, INC.	Shares	67.0KSH	$2.6M
8	SageOak Financial, LLC	Shares	58.6KSH	$2.2M
9	LifeGuide Financial Advisors, LLC	Shares	52.1KSH	$2.0M
10	Trust Point Inc.	Shares	48.2KSH	$1.8M
11	MONEYWISE, INC.	Shares	46.6KSH	$1.8M
12	Farther Finance Advisors, LLC	Shares	38.1KSH	$1.5M
13	Whitaker-Myers Wealth Managers, LTD.	Shares	26.1KSH	$994.3K
14	IFP Advisors, Inc	Shares	21.1KSH	$803.9K
15	Envestnet Portfolio Solutions, Inc.	Shares	20.9KSH	$795.0K
16	Optivise Advisory Services LLC	Shares	19.8KSH	$755.7K
17	BENJAMIN EDWARDS INC	Shares	15.7KSH	$597.6K
18	Discipline Wealth Solutions, LLC	Shares	12.8KSH	$488.6K
19	Cornerstone Wealth Management, LLC	Shares	8.4KSH	$319.2K
20	Larry Mathis Financial Planning, LLC	Shares	8.2KSH	$312.2K
21	LITTLEJOHN FINANCIAL SERVICES, INC.	Shares	7.9KSH	$301.2K
22	Strategic Blueprint, LLC	Shares	6.8KSH	$261.1K
23	GEM Asset Management, LLC	Shares	6.1KSH	$232.3K
24	COURIER CAPITAL LLC	Shares	6.0KSH	$229.0K
25	AdvisorNet Financial, Inc	Shares	2.5KSH	$95.4K
26	PEOPLES FINANCIAL SERVICES CORP.	Shares	590SH	$22.5K
27	Blue Trust, Inc.	Shares	94SH	$3.6K
28	Main Street Group, LTD	Shares	3SH	$114
29	CX Institutional	Shares	446SH	$17
30	FNY Investment Advisers, LLC	Shares	30SH	$1

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

32 / 32 loaded

#		Instrument
1	Legacy Wealth Asset Management, LLC added	Shares	+11.0K	+$627.4K	$11.2M
2	SageOak Financial, LLC added	Shares	+11.9K	+$489.1K	$2.2M
3	Discipline Wealth Solutions, LLC new	Shares	+12.8K	+$488.6K	$488.6K
4	Range Financial Group LLC added	Shares	+10.4K	+$440.5K	$2.7M
5	Farther Finance Advisors, LLC added	Shares	+8.3K	+$331.9K	$1.5M
6	LITTLEJOHN FINANCIAL SERVICES, INC. new	Shares	+7.9K	+$301.2K	$301.2K
7	Envestnet Portfolio Solutions, Inc. added	Shares	+5.6K	+$223.1K	$795.0K
8	EverSource Wealth Advisors, LLC added	Shares	+2.0K	+$195.9K	$6.2M
9	Security Financial Services, INC. added	Shares	+2.8K	+$154.7K	$2.6M
10	MONEYWISE, INC. added	Shares	+2.7K	+$136.3K	$1.8M
11	Plan A Wealth LLC added	Shares	+1.3K	+$109.9K	$3.1M
12	Cornerstone Wealth Management, LLC added	Shares	+2.7K	+$106.3K	$319.2K
13	Whitaker-Myers Wealth Managers, LTD. added	Shares	+1.5K	+$74.1K	$994.3K
14	LifeGuide Financial Advisors, LLC trimmed	Shares	-280	+$28.1K	$2.0M
15	BENJAMIN EDWARDS INC added	Shares	+334	+$24.1K	$597.6K
16	AdvisorNet Financial, Inc added	Shares	+554	+$22.6K	$95.4K
17	IFP Advisors, Inc added	Shares	+186	+$22.6K	$803.9K
18	PEOPLES FINANCIAL SERVICES CORP. added	Shares	+287	+$11.2K	$22.5K
19	Larry Mathis Financial Planning, LLC unchanged	Shares	0	+$6.1K	$312.2K
20	GEM Asset Management, LLC unchanged	Shares	0	+$4.5K	$232.3K
21	COURIER CAPITAL LLC unchanged	Shares	0	+$4.4K	$229.0K
22	Blue Trust, Inc. new	Shares	+94	+$3.6K	$3.6K
23	Main Street Group, LTD new	Shares	+3	+$114	$114
24	FNY Investment Advisers, LLC new	Shares	+30	+$1	$1
25	CX Institutional unchanged	Shares	0	$0	$17
26	Optivise Advisory Services LLC trimmed	Shares	-742	-$13.1K	$755.7K
27	Fiduciary Alliance LLC added	Shares	+10.5K	-$111.7K	$13.6M
28	Strategic Blueprint, LLC trimmed	Shares	-4.1K	-$146.5K	$261.1K
29	Trust Point Inc. trimmed	Shares	-5.7K	-$177.0K	$1.8M
30	PFG Investments, LLC exited	Shares	-8.0K	-$299.1K	$0
31	NATIONS FINANCIAL GROUP INC, /IA/ /ADV exited	Shares	-51.0K	-$1.9M	$0
32	Turning Point Benefit Group, Inc. trimmed	Shares	-163.4K	-$2.8M	$8.8M