We are live on ! Find out more
HEGD icon

Swan Hedged Equity US Large Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPWG
51
Syntegra Private Wealth Group
Missouri
$241K -$37.2K -1,650 -13%
LSA
52
Lion Street Advisors
Texas
$229K +$236K +10,461 New
PFG
53
Prosperity Financial Group
California
$215K +$221K +9,797 New
EWA
54
EverSource Wealth Advisors
Alabama
$135K +$139K +6,177 New
PSFG
55
Park Square Financial Group
Georgia
$129K -$69.6K -3,089 -34%
CFD
56
Creative Financial Designs
Indiana
$116K -$1.01K -45 -0.8%
PA
57
Parallel Advisors
California
$97.9K +$23 +1 +0%
Osaic Holdings
58
Osaic Holdings
Arizona
$75.4K -$109K -4,850 -58%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$69.5K -$17.6K -781 -20%
CT
60
Colonial Trust
South Carolina
$62.3K +$23.9K +1,063 +59%
RCA
61
Runnymede Capital Advisors
Ohio
$58K
AssetMark Inc
62
AssetMark Inc
California
$42.7K +$43.9K +1,951 New
SWM
63
Spire Wealth Management
Virginia
$38.7K -$19.3K -859 -33%
SPIA
64
Steward Partners Investment Advisory
New York
$34.7K +$35.7K +1,585 New
ME
65
McIlrath & Eck
Washington
$22.2K +$22.9K +1,015 New
CA
66
CoreCap Advisors
Michigan
$18.8K
HI
67
Harbour Investments
Wisconsin
$11.8K
Russell Investments Group
68
Russell Investments Group
United Kingdom
$9.77K +$10K +446 New
NRG
69
Nemes Rush Group
Michigan
$2.34K
DFA
70
DHJJ Financial Advisors
Illinois
$219
SW
71
Simplicity Wealth
New Jersey
-$671K -29,936 Closed
AAS
72
Avantax Advisory Services
Texas
-$251K -11,200 Closed
CJ
73
Caitlin John
Michigan
-$118K -5,252 Closed
Wells Fargo
74
Wells Fargo
California
-$8.36K -373 Closed
Morgan Stanley
75
Morgan Stanley
New York
-$3.7K -165 Closed