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PWRD

TCW Transform Systems ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MEG
51
Millstone Evans Group
Colorado
$1.05M -$15.2K -155 -1%
KAS
52
KPP Advisory Services
Kentucky
$1.04M +$160K +1,627 +18%
FHC
53
First Heartland Consultants
Missouri
$1.01M +$260K +2,647 +34%
FPW
54
Fairvoy Private Wealth
Alabama
$961K -$157K -1,596 -14%
VWA
55
Visionary Wealth Advisors
Illinois
$904K +$92.5K +942 +11%
PW
56
PUREfi Wealth
Massachusetts
$821K -$114K -1,163 -12%
GSEP
57
Golden State Equity Partners
California
$813K +$344K +3,500 +71%
TFM
58
Trademark Financial Management
Minnesota
$799K +$161K +1,642 +25%
BCM
59
Becker Capital Management
Oregon
$767K
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$714K +$310K +3,154 +74%
GWM
61
Geneos Wealth Management
Colorado
$702K +$4.42K +45 +0.6%
TW
62
Traveka Wealth
California
$661K +$248K +2,529 +58%
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$623K -$173K -1,757 -21%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$592K -$6.8M -69,229 -92%
OCM
65
One Capital Management
California
$568K +$308K +3,134 +113%
RF
66
rebel Financial
Ohio
$556K +$568K +5,785 New
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$476K +$487K +4,955 New
P
68
&Partners
Tennessee
$475K +$17.2K +175 +4%
PAG
69
Private Advisor Group
New Jersey
$466K +$476K +4,844 New
RWA
70
Roberts Wealth Advisors
California
$437K
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$356K +$24.6K +250 +7%
AO
72
Advisor OS
Illinois
$349K +$356K +3,629 New
RWC
73
Rare Wolf Capital
Washington
$332K +$339K +3,450 New
RW
74
REDW Wealth
New Mexico
$321K
HighTower Advisors
75
HighTower Advisors
Illinois
$311K +$47.6K +485 +18%