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MBCE

Monarch Blue Chips Elite Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1
Kingsview Wealth Management
Oregon
$125M +$8.76M +238,083 +8%
Goldman Sachs
2
Goldman Sachs
New York
$17.6M +$12M +326,226 +216%
LPL Financial
3
LPL Financial
California
$287K +$44.6K +1,212 +18%
RA
4
RFG Advisory
Alabama
$215K -$34.9K -949 -14%
Morgan Stanley
5
Morgan Stanley
New York
$67.6K +$67.3K +1,829 +91,450%
PFG
6
Premier Financial Group
California
$46.7K +$46.3K +1,260 New
UBS Group
7
UBS Group
Switzerland
$443 -$4.3K -117 -91%
Two Sigma Investments
8
Two Sigma Investments
New York
-$597K -16,200 Closed