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Swan Hedged Equity US Large Cap ETF
HEGD
HEGD
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Envestnet Portfolio Solutions
Chicago,
Illinois
| $269K | +$276K | +14,859 | New |
|
|
CCFM
27
Clear Creek Financial Management
Silverdale,
Washington
| $259K | – | – | – |
|
|
AAS
28
Avantax Advisory Services
Dallas,
Texas
| $257K | +$264K | +14,175 | New |
|
|
DAS
29
Dynamic Advisor Solutions
Phoenix,
Arizona
| $203K | +$209K | +11,218 | New |
|
|
CCM
30
Chilton Capital Management
Houston,
Texas
| $124K | +$127K | +6,844 | New |
|
31
UBS Group
Zurich,
Switzerland
| $18.8K | +$19.3K | +1,038 | New |
|
|
HI
32
Harbour Investments
Madison,
Wisconsin
| $15.2K | +$5.91K | +318 | +61% |
|
|
CFGS
33
Concourse Financial Group Securities
Birmingham,
Alabama
| $2.35K | – | – | – |
|
|
DFA
34
DHJJ Financial Advisors
Naperville,
Illinois
| $182 | +$186 | +10 | New |
|
|
T
35
TCWP
Beachwood,
Ohio
| – | -$7.89M | -426,510 | Closed |
|
|
CW
36
CreativeOne Wealth
Overland Park,
Kansas
| – | -$1.36M | -73,460 | Closed |
|
|
IGWM
37
ICA Group Wealth Management
Denver,
Colorado
| – | -$17.1K | -923 | Closed |
|