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Swan Hedged Equity US Large Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
26
Camarda Financial Advisors
Florida
$1.25M -$17.9K -793 -1%
KWM
27
Kingsview Wealth Management
Oregon
$1.19M -$182K -8,101 -13%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$999K -$134K -5,929 -11%
ARC
29
Advisor Resource Council
Texas
$980K +$1.01M +44,757 New
AFP
30
Ausdal Financial Partners
Iowa
$963K +$990K +43,969 New
NA
31
Novus Advisors
South Carolina
$860K +$21.6K +960 +3%
CCM
32
Chilton Capital Management
Texas
$745K
RWM
33
Riverchase Wealth Management
Texas
$732K -$6.46K -287 -0.9%
CAG
34
Csenge Advisory Group
Florida
$685K -$90.1K -4,000 -11%
SEIA
35
Signature Estate & Investment Advisors
California
$677K -$36.8K -1,634 -5%
BWMG
36
Barnes Wealth Management Group
California
$634K +$108K +4,810 +20%
MML Investors Services
37
MML Investors Services
Massachusetts
$619K +$636K +28,254 New
PAG
38
Private Advisor Group
New Jersey
$601K +$117K +5,192 +23%
CW
39
CreativeOne Wealth
Kansas
$510K -$73.9K -3,280 -12%
Truist Financial
40
Truist Financial
North Carolina
$395K +$406K +18,021 New
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$375K -$614K -27,250 -61%
WN
42
Williams & Novak
California
$371K -$141K -6,270 -27%
AWM
43
AE Wealth Management
Kansas
$316K +$226K +10,036 +229%
GSEP
44
Golden State Equity Partners
California
$298K -$75.7K -3,360 -20%
IWC
45
Integrated Wealth Concepts
Massachusetts
$292K +$7.09K +315 +2%
EFS
46
Essex Financial Services
Connecticut
$292K +$72.1K +3,202 +32%
KAS
47
Kestra Advisory Services
Texas
$290K +$298K +13,250 New
CCFM
48
Clear Creek Financial Management
Washington
$286K
JSW
49
Journey Strategic Wealth
New Jersey
$283K +$13.4K +593 +5%
GVCM
50
Global View Capital Management
Wisconsin
$261K +$268K +11,907 New