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SWP

SWP Growth & Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
1
Strategic Wealth Partners
Ohio
$142M +$7.57M +266,448 +6%
BLFG
2
Brian Low Financial Group
Louisiana
$21.5M +$1.79M +62,984 +9%
Jane Street
3
Jane Street
New York
$381K +$113K +3,982 +41%
CA
4
Clearstead Advisors
Ohio
$183K +$186K +6,550 New
UBS Group
5
UBS Group
Switzerland
$32.7K +$29.8K +1,049 +839%
MML Investors Services
6
MML Investors Services
Massachusetts
-$624K -23,457 Closed
AssetMark Inc
7
AssetMark Inc
California
-$28.5K -1,072 Closed