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PWRD

TCW Transform Systems ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFM
51
TFC Financial Management
Massachusetts
$1.48M -$219K -2,146 -12%
CWM
52
Capital Wealth Management
Rhode Island
$1.48M +$148K +1,456 +11%
PWG
53
Portside Wealth Group
Utah
$1.41M +$138K +1,355 +10%
Lido Advisors
54
Lido Advisors
California
$1.36M +$140K +1,373 +11%
SWM
55
SFG Wealth Management
Maryland
$1.34M -$736K -7,226 -35%
MEG
56
Millstone Evans Group
Colorado
$1.19M +$130K +1,273 +12%
PW
57
PUREfi Wealth
Massachusetts
$1.09M +$267K +2,621 +31%
MOS
58
MGO One Seven
Ohio
$1.05M -$14.8K -145 -1%
MG
59
Mather Group
Illinois
$1.03M +$1.08M +10,557 New
FPW
60
Fairvoy Private Wealth
Alabama
$1.02M +$48.6K +477 +5%
VWA
61
Visionary Wealth Advisors
Illinois
$998K +$81.8K +803 +9%
EH
62
Equitable Holdings
New York
$982K +$1.02M +10,043 New
Corient Private Wealth
63
Corient Private Wealth
Florida
$944K -$34.7K -341 -2%
GSEP
64
Golden State Equity Partners
California
$929K +$107K +1,050 +12%
FHC
65
First Heartland Consultants
Missouri
$895K -$135K -1,327 -13%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$886K +$296K +2,910 +47%
TFM
67
Trademark Financial Management
Minnesota
$829K +$17.5K +172 +2%
TW
68
Traveka Wealth
California
$770K +$102K +1,002 +15%
BCM
69
Becker Capital Management
Oregon
$723K -$58.7K -576 -7%
P
70
&Partners
Tennessee
$718K +$201K +1,975 +40%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$715K +$85.1K +836 +13%
GWM
72
Geneos Wealth Management
Colorado
$704K -$10.2K -100 -1%
Qube Research & Technologies (QRT)
73
Qube Research & Technologies (QRT)
United Kingdom
$659K +$686K +6,737 New
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$653K -$76.2K -748 -10%
QC
75
Quadrature Capital
United Kingdom
$611K +$636K +6,247 New