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SWP
SWP Growth & Income ETF
SWP
SWP
27.97
USD
-0.22
0.78%
At close
Updated
Sep 15, 4:00 PM EDT
Pre-market
After hours
1 day
-0.78%
5 days
-0.99%
1 month
-3.92%
3 months
-3.39%
6 months
1.27%
Year to date
-0.18%
1 year
-0.67%
5 years
12.01%
10 years
12.01%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
SWP
1
Strategic Wealth Partners
Independence,
Ohio
| $142M | +$7.57M | +266,448 | +6% |
|
| 2 |
BLFG
2
Brian Low Financial Group
Baton Rouge,
Louisiana
| $21.5M | +$1.79M | +62,984 | +9% |
|
| 3 |
3
Jane Street
New York
| $381K | +$113K | +3,982 | +41% |
|
| 4 |
CA
4
Clearstead Advisors
Cleveland,
Ohio
| $183K | +$186K | +6,550 | New |
|
| 5 |
5
UBS Group
Zurich,
Switzerland
| $32.7K | +$29.8K | +1,049 | +839% |
|
| 6 |
6
MML Investors Services
Springfield,
Massachusetts
| – | -$624K | -23,457 | Closed |
|
| 7 |
7
AssetMark Inc
Concord,
California
| – | -$28.5K | -1,072 | Closed |
|