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PWRD

TCW Transform Systems ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPCM
51
Cardinal Point Capital Management
Ontario, Canada
$2.49M +$670 +6 +0%
SDH
52
Sloy Dahl & Holst
Washington
$2.46M +$157K +1,405 +8%
DWM
53
DecisionMap Wealth Management
Virginia
$2.41M +$142K +1,276 +7%
DWM
54
Dakota Wealth Management
Florida
$2.39M +$114K +1,020 +6%
Osaic Holdings
55
Osaic Holdings
Arizona
$2.29M +$1.75M +15,689 +537%
Lido Advisors
56
Lido Advisors
California
$2.25M +$489K +4,378 +31%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$2.05M +$1.36M +12,142 +269%
CWM
58
Capital Wealth Management
Rhode Island
$1.96M +$92.2K +826 +5%
SWM
59
SFG Wealth Management
Maryland
$1.82M +$125K +1,117 +8%
MEG
60
Millstone Evans Group
Colorado
$1.81M +$287K +2,572 +21%
Corient Private Wealth
61
Corient Private Wealth
Florida
$1.76M +$104K +930 +7%
TFM
62
TFC Financial Management
Massachusetts
$1.66M -$179K -1,605 -11%
PWG
63
Portside Wealth Group
Utah
$1.65M -$115K -1,032 -7%
BCI
64
Brinker Capital Investments
Pennsylvania
$1.58M -$1.52M -13,650 -52%
MOS
65
MGO One Seven
Ohio
$1.41M +$75.8K +679 +6%
UCFA
66
United Capital Financial Advisors
Texas
$1.39M +$1.27M +11,343 New
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$1.33M +$192K +1,719 +19%
Jones Financial Companies
68
Jones Financial Companies
Missouri
$1.32M +$1.27M +11,397 New
VWA
69
Visionary Wealth Advisors
Illinois
$1.3M +$36.7K +329 +3%
PW
70
PUREfi Wealth
Massachusetts
$1.21M -$147K -1,317 -12%
FHC
71
First Heartland Consultants
Missouri
$1.19M +$60.7K +544 +6%
KFAS
72
Keating Financial Advisory Services
Kansas
$1.15M +$874K +7,830 +512%
FPW
73
Fairvoy Private Wealth
Alabama
$1.11M -$164K -1,465 -14%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$1.09M +$177K +1,587 +22%
TFM
75
Trademark Financial Management
Minnesota
$1.06M +$11.9K +107 +1%