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icono de PWRD

TCW Transform Systems ETF
PWRD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Atlantic Union Bankshares
101
Atlantic Union Bankshares
Virginia
USD 369 k – – –
Argyle Capital Partners
102
Argyle Capital Partners
California
USD 367 k – – –
Waverly Advisors
103
Waverly Advisors
Alabama
USD 366 k – – –
Gateway Wealth Partners
104
Gateway Wealth Partners
Wisconsin
USD 360 k -USD 312 k -2,796 -49%
Oppenheimer & Co
105
Oppenheimer & Co
New York
USD 329 k +USD 66.4 k +595 +29%
WealthTrust Asset Management
106
WealthTrust Asset Management
Florida
USD 318 k +USD 24.8 k +222 +9%
MAI Capital Management
107
MAI Capital Management
Ohio
USD 311 k – – –
One Capital Management
108
One Capital Management
California
USD 306 k – – –
Leavell Investment Management
109
Leavell Investment Management
Alabama
USD 304 k – – –
Signature Estate & Investment Advisors
110
Signature Estate & Investment Advisors
California
USD 279 k +USD 22.3 k +200 +10%
Integras Partners
111
Integras Partners
Georgia
USD 249 k +USD 226 k +2,024 Nuevas
TFS
112
Thoroughbred Financial Services
Tennessee
USD 243 k +USD 221 k +1,983 Nuevas
Cascade Financial Partners
113
Cascade Financial Partners
California
USD 221 k +USD 200 k +1,794 Nuevas
Amplius Wealth Advisors
114
Amplius Wealth Advisors
Pennsylvania
USD 211 k +USD 192 k +1,717 Nuevas
Keystone Financial Group (Kentucky)
115
Keystone Financial Group (Kentucky)
Kentucky
USD 208 k +USD 189 k +1,689 Nuevas
SFG
116
SageGuard Financial Group
Tennessee
USD 207 k +USD 188 k +1,684 Nuevas
UBS Group
117
UBS Group
Switzerland
USD 164 k +USD 148 k +1,330 Nuevas
Highline Wealth Partners
118
Highline Wealth Partners
California
USD 147 k +USD 134 k +1,199 Nuevas
Golden State Wealth Management
119
Golden State Wealth Management
California
USD 106 k -USD 1.12 k -10 -1%
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
USD 99.4 k – – –
Triumph Capital Management
121
Triumph Capital Management
Colorado
USD 90.6 k +USD 8.71 k +78 +12%
Regatta Research & Money Management
122
Regatta Research & Money Management
Louisiana
USD 58.9 k +USD 53.5 k +479 Nuevas
Private Trust Company
123
Private Trust Company
Ohio
USD 57.5 k +USD 15.7 k +141 +43%
Financially Speaking
124
Financially Speaking
Colorado
USD 54 k – – –
IFG Advisory
125
IFG Advisory
Georgia
USD 48 k +USD 43.5 k +390 Nuevas
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