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Monarch ProCap Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1
Kingsview Wealth Management
Oregon
$173M +$35.9M +1,214,742 +25%
4A
2
4Wealth Advisors
Illinois
$4.26M +$4.4M +148,991 New
RA
3
RFG Advisory
Alabama
$534K +$551K +18,650 New
KAS
4
Kestra Advisory Services
Texas
$479K
Citadel Advisors
5
Citadel Advisors
Florida
$294K +$304K +10,287 New
LPL Financial
6
LPL Financial
California
$225K +$15.5K +525 +7%
UBS Group
7
UBS Group
Switzerland
$1.66K -$89 -3 -5%
Morgan Stanley
8
Morgan Stanley
New York
-$37 -1 Closed