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SWP Growth & Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Strategic Wealth Partners
1
Strategic Wealth Partners
Ohio
$87.1M +$81.7M +3,342,301 New
Brian Low Financial Group
2
Brian Low Financial Group
Louisiana
$15.9M +$14.9M +610,486 New
UBS Group
3
UBS Group
Switzerland
$115K -$108K -4,405 -50%
Sound Income Strategies
4
Sound Income Strategies
Florida
$45.2K – – –
Citadel Advisors
5
Citadel Advisors
Florida
– -$235K -9,599 Closed
Goldman Sachs
6
Goldman Sachs
New York
– -$212K -8,685 Closed