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TCW Transform Systems ETF
PWRD
PWRD
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JPG
1
Jordan Park Group
San Francisco,
California
| $18.6M | +$1.01M | +20,745 | +5% |
|
|
AWA
2
Artemis Wealth Advisors
New York
| $13.6M | – | – | – |
|
3
Brinker Capital Investments
Berwyn,
Pennsylvania
| $764K | +$816K | +16,683 | New |
|
4
Tower Research Capital (TRC)
New York
| $353K | +$376K | +7,700 | New |
|
5
Parallel Advisors
San Francisco,
California
| $65K | – | – | – |
|
6
UBS Group
Zurich,
Switzerland
| $14K | -$42.7K | -873 | -75% |
|
7
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| $13K | – | – | – |
|
8
Morgan Stanley
New York
| – | -$73K | -1,675 | Closed |
|
9
Bank of America
Charlotte,
North Carolina
| – | -$54K | -1,241 | Closed |
|
|
FCG
10
Financial Connections Group
Corte Madera,
California
| – | +$880 | +18 | New |
|