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Get Institutions for : 
Inspire International Esg Etf (WWJD)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 71    4
Total shares held : 
6,509,609  
% of shares held : 
72.33%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  11  
Amount of shares held : 
888,426  
% of shares held change : 
  9.87%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 300,672
 4.62%
 
Increased Positions :
28
 843,940
 12.96%
 
Unchanged Positions :
11
 153,145
 2.35%
 
Decreased Positions :
21
-232,882
-3.58%
 
Closed Positions :
7
-23,304
-0.36%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Inspire Advisors LLC 3 - 2023-12-31 2,182,724 $64,456,000 459,994
   Ambassador Advisors LLC 4 - 2023-12-31 636,965 $18,159,000 -39,418
   PAX Financial Group LLC 3 - 2023-12-31 548,508 $15,704,000 24,462
   Change Path LLC 26 - 2023-12-31 443,331 $13,092,000 5,273
   CWM Advisors LLC 5 - 2023-12-31 429,797 $12,692,000 91,868
   Fiduciary Alliance LLC 18 - 2024-03-31 302,976 $9,074,000 8,761
   Legacy Wealth Asset Management LLC 8 - 2024-03-31 138,224 $4,149,000 8,786
   EverSource Wealth Advisors LLC 66 - 2023-12-31 139,752 $4,127,000 25,774
   Frontier Asset Management LLC 21 - 2023-12-31 119,786 $3,537,000 22,413
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1026 - 2024-03-31 100,483 $3,016,000 9,934
   Bare Financial Services Inc 6 - 2023-12-31 101,259 $2,990,000 0
   Advisor Group Holdings Inc. 1551 - 2023-12-31 99,869 $2,949,000 -86,208
   OneAscent Financial Services LLC 57 - 2024-03-31 91,644 $2,751,000 34,304
   JANE STREET GROUP LLC 2135 *New 2023-12-31 87,415 $2,581,000 87,415
   OLD MISSION CAPITAL LLC 225 *New 2023-12-31 84,019 $2,481,000 84,019
   GTS SECURITIES LLC 385 *New 2023-12-31 69,846 $2,063,000 69,846
   Belpointe Asset Management LLC 117 - 2023-12-31 62,814 $1,855,000 -6,099
   LPL FINANCIAL CORP 2515 - 2023-12-31 58,420 $1,725,000 -738
   SILVER OAK SECURITIES Inc 103 - 2023-12-31 56,090 $1,656,000 51,079
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 824 - 2023-12-31 56,012 $1,654,000 34,059
   Range Financial Group LLC 32 - 2024-03-31 54,693 $1,642,000 2,339
   ATRIA INVESTMENTS LLC 683 - 2023-12-31 54,291 $1,603,000 1,437
   BLUE CREEK INVESTMENT PARTNERS LLC 98 - 2024-03-31 50,554 $1,518,000 -18,680
   Kestra Advisory Services LLC 977 - 2023-12-31 45,163 $1,334,000 -17,332
   FLOW TRADERS U.S. LLC 288 - 2023-12-31 44,775 $1,322,000 -6,667
   Strategic Blueprint LLC 213 - 2024-03-31 41,118 $1,234,000 -6,546
   ENVESTNET ASSET MANAGEMENT INC 2831 - 2023-12-31 38,587 $1,139,000 -874
   WorthPointe LLC 26 - 2023-12-31 34,565 $1,021,000 16,718
   TRUST POINT INC. 170 - 2024-03-31 31,868 $957,000 13,219
   Atria Wealth Solutions Inc. 955 - 2023-12-31 27,254 $805,000 -106
   LifeGuide Financial Advisors LLC 21 - 2024-03-31 26,333 $791,000 1,781
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2219 - 2024-03-31 25,056 $752,000 -566
   Envestnet Portfolio Solutions Inc. 962 - 2023-12-31 20,865 $616,000 5,386
   Whitaker-Myers Wealth Managers LTD. 57 - 2024-03-31 16,914 $508,000 1,493
   AE Wealth Management LLC 1418 - 2023-12-31 17,599 $507,000 390
   ADVISORY SERVICES NETWORK, LLC 898 - 2023-12-31 16,898 $499,000 -3,407
   MML INVESTORS SERVICES LLC 1762 *New 2023-12-31 16,656 $492,000 16,656
   COMMONWEALTH EQUITY SERVICES LLC. 2919 - 2024-03-31 14,278 $429,000 2,458
   Cetera Investment Advisers 1624 - 2023-12-31 13,235 $391,000 1,707
   Security Financial Services INC. 118 - 2024-03-31 12,852 $386,000 2,826
   Financial Advocates Investment Management - 2024-03-31 11,279 $339,000 737
   AlphaStar Capital Management LLC 218 - 2023-12-31 11,463 $339,000 -6,117
   TrueWealth Advisors LLC 135 - 2024-03-31 10,863 $326,000 423
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4344 *New 2023-12-31 10,785 $318,000 10,785
   H D Vest Advisory Services 1215 - 2023-12-31 10,372 $306,000 51
   Harvest Investment Services LLC 149 - 2023-12-31 10,050 $297,000 -9
   CITADEL ADVISORS LLC 4119 - 2023-12-31 9,750 $288,000 -46,996
   TCG Advisory Services LLC 333 *New 2023-12-31 9,000 $266,000 9,000
   Blueprint Investment Partners LLC 124 - 2023-12-31 7,518 $222,000 -176
   Wealthcare Advisory Partners LLC 749 - 2024-03-31 7,173 $215,000 -726
   Merit Financial Group LLC 721 - 2023-12-31 6,937 $205,000 -13,448
   CWM LLC 1579 - 2024-03-31 5,595 $168,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 124 - 2023-12-31 5,002 $148,000 -60
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 4,429 $133,000 1,064
   Creekmur Asset Management LLC - 2023-12-31 3,848 $114,000 0
   Parallel Advisors LLC 1172 - 2023-12-31 2,874 $85,000 0
   Clarity Asset Management Inc. 55 - 2023-12-31 2,669 $79,000 0
   Geneos Wealth Management Inc. - 2024-03-31 1,697 $51,000 0
   NBC SECURITIES INC. 1469 - 2024-03-31 635 $19,000 0
   SUMMIT INVESTMENT ADVISORS INC 2606 - 2023-12-31 611 $18,000 6
   FMR LLC 3895 - 2023-12-31 555 $16,000 554
   JFS WEALTH ADVISORS, LLC *New 2024-03-31 471 $14,000 471
   Venturi Wealth Management LLC 844 - 2024-03-31 455 $14,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1646 - 2024-03-31 385 $12,000 0
   Winch Advisory Services LLC 268 - 2023-12-31 283 $8,000 4
   Castleview Partners LLC 535 *New 2023-12-31 265 $8,000 265
   IAG Wealth Partners LLC 354 - 2024-03-31 224 $7,000 34
   PRINCIPAL SECURITIES INC. 2369 - 2023-12-31 221 $7,000 0
   Smartleaf Asset Management LLC - 2024-03-31 151 $4,000 -3
   HARBOUR INVESTMENTS INC. 2641 - 2023-12-31 78 $2,000 0
   Spire Wealth Management 2228 - 2024-03-31 24 $1,000 0
   MORGAN STANLEY 6962 *Closed 2023-12-31 0 $0 -815
   Koss-Olinger Consulting LLC 136 *Closed 2024-03-31 0 $0 -26,416
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   UBS Group AG 7727 *Closed 2023-12-31 0 $0 -469
   ROYAL BANK OF CANADA 6638 *Closed 2023-12-31 0 $0 -71
   IFP Advisors Inc 3187 *Closed 2023-12-31 0 $0 -33
   Sound Stewardship LLC 68 *Closed 2023-12-31 0 $0 -12,836

  78 Records found
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