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Swan Hedged Equity US Large Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
51
Global Retirement Partners
California
$214K +$3.61K +150 +2%
CT
52
Colonial Trust
South Carolina
$203K
Osaic Holdings
53
Osaic Holdings
Arizona
$198K +$89.2K +3,700 +84%
EWA
54
EverSource Wealth Advisors
Alabama
$182K -$13.3K -554 -7%
PSFG
55
Park Square Financial Group
Georgia
$149K +$1.13K +47 +0.8%
CFD
56
Creative Financial Designs
Indiana
$130K -$2.41K -100 -2%
IWA
57
Icon Wealth Advisors
Texas
$125K +$121K +5,016 New
PA
58
Parallel Advisors
California
$111K -$24 -1 -0%
CJ
59
Caitlin John
Michigan
$89.8K +$86.8K +3,603 New
HI
60
Harbour Investments
Wisconsin
$70.6K +$55.3K +2,296 +427%
AssetMark Inc
61
AssetMark Inc
California
$47.4K
JP Morgan Chase
62
JP Morgan Chase
New York
$44.7K -$1.47M -61,104 -97%
SWM
63
Spire Wealth Management
Virginia
$44.1K
SPIA
64
Steward Partners Investment Advisory
New York
$39.5K
ME
65
McIlrath & Eck
Washington
$25.3K
CA
66
CoreCap Advisors
Michigan
$21.4K
CFB
67
Cullen/Frost Bankers
Texas
$19.9K +$19.3K +800 New
Bank of America
68
Bank of America
North Carolina
$4.81K +$4.65K +193 New
DFA
69
DHJJ Financial Advisors
Illinois
$250
FIM
70
Freedom Investment Management
Connecticut
-$462K -19,661 Closed
Goldman Sachs
71
Goldman Sachs
New York
-$394K -16,751 Closed
Envestnet Portfolio Solutions
72
Envestnet Portfolio Solutions
Illinois
-$384K -16,333 Closed
LSA
73
Lion Street Advisors
Texas
-$295K -12,553 Closed
AWM
74
AE Wealth Management
Kansas
-$1.72K -73 Closed