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ícone de PWRD

TCW Transform Systems ETF
PWRD

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Atlantic Union Bankshares
101
Atlantic Union Bankshares
Virginia
US$ 369 mil – – –
Argyle Capital Partners
102
Argyle Capital Partners
California
US$ 367 mil – – –
Waverly Advisors
103
Waverly Advisors
Alabama
US$ 366 mil – – –
Gateway Wealth Partners
104
Gateway Wealth Partners
Wisconsin
US$ 360 mil -US$ 312 mil -2.796 -49%
Oppenheimer & Co
105
Oppenheimer & Co
New York
US$ 329 mil +US$ 66,4 mil +595 +29%
WealthTrust Asset Management
106
WealthTrust Asset Management
Florida
US$ 318 mil +US$ 24,8 mil +222 +9%
MAI Capital Management
107
MAI Capital Management
Ohio
US$ 311 mil – – –
One Capital Management
108
One Capital Management
California
US$ 306 mil – – –
Leavell Investment Management
109
Leavell Investment Management
Alabama
US$ 304 mil – – –
Signature Estate & Investment Advisors
110
Signature Estate & Investment Advisors
California
US$ 279 mil +US$ 22,3 mil +200 +10%
Integras Partners
111
Integras Partners
Georgia
US$ 249 mil +US$ 226 mil +2.024 Nova
TFS
112
Thoroughbred Financial Services
Tennessee
US$ 243 mil +US$ 221 mil +1.983 Nova
Cascade Financial Partners
113
Cascade Financial Partners
California
US$ 221 mil +US$ 200 mil +1.794 Nova
Amplius Wealth Advisors
114
Amplius Wealth Advisors
Pennsylvania
US$ 211 mil +US$ 192 mil +1.717 Nova
Keystone Financial Group (Kentucky)
115
Keystone Financial Group (Kentucky)
Kentucky
US$ 208 mil +US$ 189 mil +1.689 Nova
SFG
116
SageGuard Financial Group
Tennessee
US$ 207 mil +US$ 188 mil +1.684 Nova
UBS Group
117
UBS Group
Switzerland
US$ 164 mil +US$ 148 mil +1.330 Nova
Highline Wealth Partners
118
Highline Wealth Partners
California
US$ 147 mil +US$ 134 mil +1.199 Nova
Golden State Wealth Management
119
Golden State Wealth Management
California
US$ 106 mil -US$ 1,12 mil -10 -1%
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
US$ 99,4 mil – – –
Triumph Capital Management
121
Triumph Capital Management
Colorado
US$ 90,6 mil +US$ 8,71 mil +78 +12%
Regatta Research & Money Management
122
Regatta Research & Money Management
Louisiana
US$ 58,9 mil +US$ 53,5 mil +479 Nova
Private Trust Company
123
Private Trust Company
Ohio
US$ 57,5 mil +US$ 15,7 mil +141 +43%
Financially Speaking
124
Financially Speaking
Colorado
US$ 54 mil – – –
IFG Advisory
125
IFG Advisory
Georgia
US$ 48 mil +US$ 43,5 mil +390 Nova
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