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ESN

Essential 40 Stock ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SA
1
Sanctuary Advisors
Indiana
$42.6M -$114K -7,371 -0.3%
UBS Group
2
UBS Group
Switzerland
$15.9M +$658K +42,696 +4%
KF
3
KKM Financial
Illinois
$9.09M +$37.7K +2,447 +0.4%
AI
4
Atria Investments
North Carolina
$2.6M +$2.39M +155,208 +1,066%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.99M -$1.28M -83,019 -39%
Legacy Financial Group (Iowa)
6
Legacy Financial Group (Iowa)
Iowa
$1.89M -$22.6K -1,467 -1%
GS
7
GTS Securities
Florida
$1.08M -$286K -18,587 -21%
SC
8
Savoie Capital
Illinois
$747K
AF
9
Allworth Financial
California
$261K
NW
10
NewEdge Wealth
Pennsylvania
$257K
Osaic Holdings
11
Osaic Holdings
Arizona
-$5.57K -375 Closed