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Monarch ProCap Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1
Kingsview Wealth Management
Oregon
$147M +$12.5M +425,491 +10%
KAS
2
Kestra Advisory Services
Texas
$509K +$491K +16,750 New
LPL Financial
3
LPL Financial
California
$223K +$216K +7,355 New
UBS Group
4
UBS Group
Switzerland
$1.85K -$586 -20 -25%
Morgan Stanley
5
Morgan Stanley
New York
$37 +$29 +1 New