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icono de PWRD

TCW Transform Systems ETF
PWRD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Dynasty Wealth Management
1
Dynasty Wealth Management
Florida
USD 679 M -USD 117 M -1,047,421 -16%
JP Morgan Chase
2
JP Morgan Chase
New York
USD 365 M -USD 40.4 M -361,420 -11%
OpenArc Corporate Advisory
3
OpenArc Corporate Advisory
Georgia
USD 223 M -USD 57.9 M -518,313 -22%
Sagespring Wealth Partners
4
Sagespring Wealth Partners
Tennessee
USD 214 M -USD 41.1 M -368,091 -17%
Quotient Wealth Partners
5
Quotient Wealth Partners
Texas
USD 116 M +USD 1.23 M +11,029 +1%
LPL Financial
6
LPL Financial
California
USD 72.1 M +USD 13.8 M +123,261 +27%
Raymond James Financial
7
Raymond James Financial
Florida
USD 60.4 M +USD 8.45 M +75,690 +18%
Wells Fargo
8
Wells Fargo
California
USD 47 M +USD 17.7 M +158,683 +71%
WWA
9
WCG Wealth Advisors
Nevada
USD 41.7 M -USD 2.73 M -24,427 -7%
Bank of America
10
Bank of America
North Carolina
USD 30.8 M +USD 17.9 M +160,070 +177%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
USD 27.9 M +USD 7.11 M +63,680 +39%
Aspiriant LLC
12
Aspiriant LLC
California
USD 20 M +USD 254 k +2,274 +1%
Principle Wealth Partners
13
Principle Wealth Partners
Connecticut
USD 18.8 M +USD 7.78 M +69,724 +84%
Procyon Advisors
14
Procyon Advisors
Connecticut
USD 17.7 M +USD 952 k +8,531 +6%
Mariner
15
Mariner
Kansas
USD 17.2 M +USD 188 k +1,687 +1%
Unique Wealth
16
Unique Wealth
Florida
USD 16.7 M -USD 4.09 M -36,593 -21%
CWA
17
Centerline Wealth Advisors
Kentucky
USD 14 M -USD 4.02 M -36,023 -24%
Partners Capital Investment Group
18
Partners Capital Investment Group
Massachusetts
USD 13 M +USD 5.92 k +53 +0.1%
Quadcap Wealth Management
19
Quadcap Wealth Management
Texas
USD 12.1 M +USD 311 k +2,790 +3%
3EDGE Asset Management
20
3EDGE Asset Management
Florida
USD 10.8 M +USD 6.68 M +59,851 +212%
Venture Visionary Partners
21
Venture Visionary Partners
Ohio
USD 10.7 M +USD 555 k +4,967 +6%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
USD 10.2 M -USD 62.3 k -558 -0.7%
Albion Financial Group
23
Albion Financial Group
Utah
USD 8.88 M +USD 63.5 k +569 +0.8%
WWM
24
WJ Wealth Management
Arizona
USD 8.68 M -USD 207 k -1,853 -3%
FC
25
Fusion Capital
South Carolina
USD 8.39 M +USD 7.32 M +65,605 +2,487%
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