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MAMB

Monarch Ambassador Income Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1
Kingsview Wealth Management
Oregon
$150M +$6.88M +286,319 +5%
LPL Financial
2
LPL Financial
California
$263K +$32K +1,329 +14%
Osaic Holdings
3
Osaic Holdings
Arizona
$155K +$156K +6,504 New
Morgan Stanley
4
Morgan Stanley
New York
$103K +$104K +4,317 New
PFG
5
Premier Financial Group
California
$70.3K +$70.6K +2,937 New
Fidelity Investments
6
Fidelity Investments
Massachusetts
$269 +$264 +11 New
Citadel Advisors
7
Citadel Advisors
Florida
-$339K -14,292 Closed
UBS Group
8
UBS Group
Switzerland
-$830 -35 Closed