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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
   Change Path LLC 42 - 2024-03-31 446,769 $13,412,000 3,438
   Fiduciary Alliance LLC 18 - 2024-03-31 302,976 $9,074,000 8,761
   Bare Financial Services Inc 4 - 2024-03-31 248,822 $7,271,000 147,563
   Legacy Wealth Asset Management LLC 8 - 2024-03-31 138,224 $4,149,000 8,786
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1026 - 2024-03-31 100,483 $3,016,000 9,934
   OneAscent Financial Services LLC 57 - 2024-03-31 91,644 $2,751,000 34,304
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 836 - 2024-03-31 58,375 $1,752,000 2,363
   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
   ENVESTNET ASSET MANAGEMENT INC 2886 - 2024-03-31 40,333 $1,211,000 1,746
   TRUST POINT INC. 170 - 2024-03-31 31,868 $957,000 13,219
   LifeGuide Financial Advisors LLC 21 - 2024-03-31 26,333 $791,000 1,781
   MML INVESTORS SERVICES LLC 1679 - 2024-03-31 20,388 $612,000 3,732
   Whitaker-Myers Wealth Managers LTD. 57 - 2024-03-31 16,914 $508,000 1,493
   COMMONWEALTH EQUITY SERVICES LLC. 2919 - 2024-03-31 14,278 $429,000 2,458
   Security Financial Services INC. 118 - 2024-03-31 12,852 $386,000 2,826
   Financial Advocates Investment Management 546 - 2024-03-31 11,279 $339,000 737
   TrueWealth Advisors LLC 135 - 2024-03-31 10,863 $326,000 423
   Harvest Investment Services LLC 138 - 2024-03-31 10,331 $310,000 281
   Blueprint Investment Partners LLC 124 - 2024-03-31 7,893 $237,000 375
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 125 - 2024-03-31 6,255 $188,000 1,253
   CREATIVE FINANCIAL DESIGNS INC /ADV 505 - 2024-03-31 4,429 $133,000 1,064
   MORGAN STANLEY 6287 - 2024-03-31 604 $18,000 604
   PRINCIPAL SECURITIES INC. 2414 - 2024-03-31 261 $8,000 40
   IAG Wealth Partners LLC 354 - 2024-03-31 224 $7,000 34
   ROYAL BANK OF CANADA 5873 - 2024-03-31 148 $4,000 148
  26 Records found
  1    
  Page 1 of 1
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