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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
| $128M | +$2.58M | +91,106 | +2% |
|
| 2 |
BLFG
2
Brian Low Financial Group
Baton Rouge,
Louisiana
| $18.8M | +$1.44M | +50,916 | +8% |
|
| 3 |
3
MML Investors Services
Springfield,
Massachusetts
| $624K | +$15.6K | +551 | +2% |
|
| 4 |
4
Jane Street
New York
| $258K | -$18.6K | -656 | -6% |
|
| 5 |
5
AssetMark Inc
Concord,
California
| $28.5K | +$30.3K | +1,072 | New |
|
| 6 |
6
UBS Group
Zurich,
Switzerland
| $3.33K | +$339 | +12 | +11% |
|