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Swan Hedged Equity US Large Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$2.18M +$307K +12,134 +16%
TDB
27
Thompson David Blair
$2.17M -$2.96M -117,168 -57%
VIPI
28
Vista Investment Partners II
Indiana
$1.93M +$1.97M +78,139 New
Baird Financial Group
29
Baird Financial Group
Wisconsin
$1.88M -$1.42K -56 -0.1%
SPA
30
Sentinel Pension Advisors
Massachusetts
$1.7M +$502K +19,882 +41%
IAA
31
Independent Advisor Alliance
North Carolina
$1.37M +$1.4M +55,323 New
BWMG
32
Barnes Wealth Management Group
California
$1.32M +$183K +7,256 +16%
CFA
33
Camarda Financial Advisors
Florida
$1.28M -$23.7K -937 -2%
KWM
34
Kingsview Wealth Management
Oregon
$1.1M -$15.5K -613 -1%
CCM
35
Chilton Capital Management
Texas
$1.01M +$44.6K +1,764 +5%
IA
36
Integrity Alliance
Iowa
$1M +$118K +4,654 +13%
PAG
37
Private Advisor Group
New Jersey
$974K -$84.1K -3,330 -8%
MML Investors Services
38
MML Investors Services
Massachusetts
$871K -$37.8K -1,495 -4%
WEG
39
World Equity Group
Illinois
$847K +$309K +12,235 +55%
RWM
40
Riverchase Wealth Management
Texas
$810K
RIA
41
Regal Investment Advisors
Michigan
$753K +$770K +30,476 New
MWP
42
Momentum Wealth Planning
Florida
$721K +$738K +29,207 New
CW
43
CreativeOne Wealth
Kansas
$711K -$8.46K -335 -1%
SEIA
44
Signature Estate & Investment Advisors
California
$656K -$35.9K -1,420 -5%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$644K +$659K +26,085 New
MA
46
Mutual Advisors
Nebraska
$551K +$564K +22,309 New
IWC
47
Integrated Wealth Concepts
Massachusetts
$519K +$164K +6,505 +45%
Bank of America
48
Bank of America
North Carolina
$483K +$494K +19,572 New
EWA
49
EverSource Wealth Advisors
Alabama
$456K +$104K +4,119 +29%
WWA
50
WCG Wealth Advisors
Nevada
$445K +$10.2K +402 +2%