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PWRD

TCW Transform Systems ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACP
76
Argyle Capital Partners
California
$307K
WA
77
Waverly Advisors
Alabama
$305K +$312K +3,175 New
SCM
78
SCS Capital Management
Massachusetts
$295K
AUB
79
Atlantic Union Bankshares
Virginia
$288K
GWP
80
Gateway Wealth Partners
Wisconsin
$277K +$283K +2,880 New
AI
81
Atria Investments
North Carolina
$250K +$255K +2,601 New
MCM
82
MAI Capital Management
Ohio
$243K
CWM
83
Contango Wealth Management
California
$242K +$247K +2,515 New
LIM
84
Leavell Investment Management
Alabama
$238K +$243K +2,474 New
DT
85
Diversified Trust
Tennessee
$230K
Osaic Holdings
86
Osaic Holdings
Arizona
$227K +$112K +1,144 +94%
WAM
87
WealthTrust Asset Management
Florida
$215K
UBS Group
88
UBS Group
Switzerland
$125K +$127K +1,296 New
KFAS
89
Keating Financial Advisory Services
Kansas
$110K +$112K +1,142 New
Morgan Stanley
90
Morgan Stanley
New York
$100K +$2.06K +21 +2%
GSWM
91
Golden State Wealth Management
California
$83.7K +$85.5K +870 New
Comerica Bank
92
Comerica Bank
Texas
$77.7K
TCM
93
Triumph Capital Management
Colorado
$67.1K +$68.6K +698 New
FS
94
Financially Speaking
Colorado
$53.1K
PTC
95
Private Trust Company
Ohio
$32.7K
HI
96
Harbour Investments
Wisconsin
$31.6K
KCM
97
Key Capital Management
Tennessee
$30.5K +$31.1K +317 New
LGWM
98
Litman Gregory Wealth Management
California
$24.3K +$24.9K +253 New
T
99
Tidemark
California
$22.7K
SRCM
100
Signature Resources Capital Management
California
$12.1K