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Swan Hedged Equity US Large Cap ETF
HEGD

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
26
Golden State Equity Partners
California
$375K -$34.9K -1,616 -9%
JSW
27
Journey Strategic Wealth
New Jersey
$302K -$58.9K -2,726 -17%
CCFM
28
Clear Creek Financial Management
Washington
$293K -$15.8K -730 -5%
SPWG
29
Syntegra Private Wealth Group
Missouri
$289K -$4.09K -189 -1%
AFP
30
Ausdal Financial Partners
Iowa
$283K +$275K +12,726 New
AAS
31
Avantax Advisory Services
Texas
$246K -$36.8K -1,700 -13%
IAIM
32
International Assets Investment Management
Florida
$226K +$127K +5,873 +437%
Osaic Holdings
33
Osaic Holdings
Arizona
$166K +$2.7K +125 +2%
CFD
34
Creative Financial Designs
Indiana
$119K +$1.23K +57 +1%
PA
35
Parallel Advisors
California
$103K – – –
CJ
36
Caitlin John
Michigan
$69K -$30.4K -1,405 -32%
SWM
37
Spire Wealth Management
Virginia
$58.3K – – –
GRP
38
Global Retirement Partners
California
$22.8K +$22.2K +1,025 New
CA
39
CoreCap Advisors
Michigan
$19.1K – – –
HI
40
Harbour Investments
Wisconsin
$12K – – –
WWP
41
WR Wealth Planners
Missouri
$10K -$6.49K -300 -40%
Wells Fargo
42
Wells Fargo
California
$8.3K +$8.06K +373 New
CFGS
43
Concourse Financial Group Securities
Alabama
$2.89K – – –
DFA
44
DHJJ Financial Advisors
Illinois
$223 – – –
RIA
45
Regal Investment Advisors
Michigan
– -$1.11M -51,993 Closed
Citadel Advisors
46
Citadel Advisors
Florida
– -$442K -20,757 Closed
WN
47
Williams & Novak
California
– -$319K -14,975 Closed
OIA
48
OneDigital Investment Advisors
Kansas
– -$234K -11,000 Closed
UBS Group
49
UBS Group
Switzerland
– -$29.9K -1,407 Closed
Morgan Stanley
50
Morgan Stanley
New York
– -$30 -1 Closed
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