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Swan Hedged Equity US Large Cap ETF
HEGD
HEGD
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
AssetMark Inc
Concord,
California
| $50K | – | – | – |
|
|
SWM
77
Spire Wealth Management
Mclean,
Virginia
| $47.2K | – | – | – |
|
|
SPIA
78
Steward Partners Investment Advisory
New York
| $42.3K | – | – | – |
|
|
PTC
79
Private Trust Company
Cleveland,
Ohio
| $41.4K | – | – | – |
|
|
CFB
80
Cullen/Frost Bankers
San Antonio,
Texas
| $26.8K | – | – | – |
|
|
PSFG
81
Park Square Financial Group
Roswell,
Georgia
| $19K | -$2.28K | -87 | -11% |
|
|
TCM
82
Tradewinds Capital Management
Bellingham,
Washington
| $8.48K | – | – | – |
|
|
DFA
83
DHJJ Financial Advisors
Naperville,
Illinois
| $267 | – | – | – |
|
84
Morgan Stanley
New York
| $34 | +$26 | +1 | New |
|
|
VIPI
85
Vista Investment Partners II
Richmond,
Indiana
| – | -$1.93M | -78,139 | Closed |
|
|
IAA
86
Independent Advisor Alliance
Charlotte,
North Carolina
| – | -$1.37M | -55,323 | Closed |
|
87
Bank of America
Charlotte,
North Carolina
| – | -$483K | -19,572 | Closed |
|
|
EH
88
Equitable Holdings
New York
| – | -$208K | -8,250 | Closed |
|