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ESN
Essential 40 Stock ETF
ESN
ESN
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SA
1
Sanctuary Advisors
Indianapolis,
Indiana
| $49.2M | +$4.4M | +288,548 | +10% |
|
2
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| $28.1M | +$24.8M | +1,627,189 | +1,319% |
|
3
UBS Group
Zurich,
Switzerland
| $15.4M | -$1.23M | -80,918 | -8% |
|
|
KF
4
KKM Financial
Chicago,
Illinois
| $9.5M | +$1.52K | +100 | +0% |
|
|
AI
5
Atria Investments
Charlotte,
North Carolina
| $4.78M | +$1.95M | +128,039 | +75% |
|
6
Bank of New York Mellon
New York
| $2.05M | -$30.8K | -2,021 | -2% |
|
7
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $993K | +$944K | +61,934 | New |
|
|
SC
8
Savoie Capital
Chicago,
Illinois
| $806K | – | – | – |
|
|
HI
9
Harbour Investments
Madison,
Wisconsin
| $691K | +$657K | +43,074 | New |
|
10
Rockefeller Capital Management
New York
| $676K | +$643K | +42,164 | New |
|
|
GS
11
GTS Securities
Miami,
Florida
| $447K | -$653K | -42,818 | -61% |
|
|
AF
12
Allworth Financial
Folsom,
California
| $313K | +$30K | +1,970 | +11% |
|
13
JP Morgan Chase
New York
| $16.2K | +$15.4K | +1,008 | New |
|
|
NW
14
NewEdge Wealth
Pittsburgh,
Pennsylvania
| – | -$257K | -16,751 | Closed |
|