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Swan Hedged Equity US Large Cap ETF
HEGD
HEGD
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BPA
1
Beacon Pointe Advisors
Newport Beach,
California
| $21.3M | +$4.52M | +254,176 | +28% |
|
2
Envestnet Asset Management
Chicago,
Illinois
| $1.92M | +$892K | +50,129 | +90% |
|
|
JWCA
3
J.W. Cole Advisors
Tampa,
Florida
| $1.58M | +$1.55M | +87,110 | New |
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $842K | +$331K | +18,590 | +66% |
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $545K | +$536K | +30,134 | New |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $348K | +$141K | +7,949 | +70% |
|
|
KWM
7
Kingsview Wealth Management
Grants Pass,
Oregon
| $216K | +$212K | +11,930 | New |
|
|
CFD
8
Creative Financial Designs
Kokomo,
Indiana
| $172K | +$100K | +5,625 | +145% |
|
|
NFG
9
Next Financial Group
Houston,
Texas
| $14K | -$5.82K | -327 | -29% |
|
|
HI
10
Harbour Investments
Madison,
Wisconsin
| $10K | – | – | – |
|
11
UBS Group
Zurich,
Switzerland
| $5K | +$5.34K | +300 | New |
|