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Swan Hedged Equity US Large Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
26
Kingsview Wealth Management
Oregon
$1.19M -$145K -6,000 -11%
BWMG
27
Barnes Wealth Management Group
California
$938K -$5.16K -214 -0.6%
MML Investors Services
28
MML Investors Services
Massachusetts
$916K +$34.5K +1,432 +4%
CCM
29
Chilton Capital Management
Texas
$911K +$61.2K +2,541 +7%
RWM
30
Riverchase Wealth Management
Texas
$833K
CAG
31
Csenge Advisory Group
Florida
$784K -$4.05K -168 -0.5%
CW
32
CreativeOne Wealth
Kansas
$759K +$193K +7,996 +36%
SEIA
33
Signature Estate & Investment Advisors
California
$742K -$24.6K -1,021 -3%
PAG
34
Private Advisor Group
New Jersey
$737K +$115K +4,775 +19%
Wells Fargo
35
Wells Fargo
California
$453K +$438K +18,176 New
KAS
36
Kestra Advisory Services
Texas
$377K +$6.26K +260 +2%
PFG
37
Prosperity Financial Group
California
$371K -$14.5K -602 -4%
ARC
38
Advisor Resource Council
Texas
$357K +$345K +14,327 New
IWC
39
Integrated Wealth Concepts
Massachusetts
$355K +$21.4K +889 +7%
Citadel Advisors
40
Citadel Advisors
Florida
$326K +$315K +13,074 New
WEG
41
World Equity Group
Illinois
$308K +$298K +12,359 New
Truist Financial
42
Truist Financial
North Carolina
$301K -$85.7K -3,555 -23%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$289K
VT
44
Vise Technologies
New York
$288K
EH
45
Equitable Holdings
New York
$275K +$266K +11,029 New
SPWG
46
Syntegra Private Wealth Group
Missouri
$274K
EFMC
47
Empire Financial Management Company
New York
$248K +$239K +9,933 New
HH
48
Hilltop Holdings
Texas
$235K
JSW
49
Journey Strategic Wealth
New Jersey
$221K +$214K +8,882 New
IWM
50
IHT Wealth Management
Illinois
$218K +$1.21K +50 +0.6%