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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
| $131M | +$35.4M | +1,257,268 | +36% |
|
| 2 |
BLFG
2
Brian Low Financial Group
Baton Rouge,
Louisiana
| $18.3M | +$936K | +33,204 | +5% |
|
| 3 |
3
MML Investors Services
Springfield,
Massachusetts
| $636K | +$646K | +22,906 | New |
|
| 4 |
4
Jane Street
New York
| $288K | +$292K | +10,352 | New |
|
| 5 |
5
UBS Group
Zurich,
Switzerland
| $3.14K | -$3.61K | -128 | -53% |
|
| 6 |
NI
6
Natural Investments
Windsor,
California
| – | -$6.91M | -648,776 | Closed |
|
| 7 |
7
Citadel Advisors
Miami,
Florida
| – | -$223K | -8,069 | Closed |
|
| 8 |
SW
8
Simplicity Wealth
Summit,
New Jersey
| – | -$208K | -7,525 | Closed |
|
| 9 |
PA
9
Parallel Advisors
San Francisco,
California
| – | -$3.38K | -122 | Closed |
|