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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
| $19.6M | +$372K | +7,596 | +2% |
|
|
AWA
2
Artemis Wealth Advisors
New York
| $14M | – | – | – |
|
|
TFM
3
TFC Financial Management
Boston,
Massachusetts
| $3.96M | +$4.09M | +83,513 | New |
|
4
Brinker Capital Investments
Berwyn,
Pennsylvania
| $798K | +$7.84K | +160 | +1% |
|
|
SPL
5
Smart Portfolios LLC
Seattle,
Washington
| $472K | +$488K | +9,967 | New |
|
|
MA
6
Mutual Advisors
Omaha,
Nebraska
| $334K | +$346K | +7,053 | New |
|
|
BA
7
Bristlecone Advisors
Bellevue,
Washington
| $276K | +$286K | +5,833 | New |
|
8
Orion Portfolio Solutions
Omaha,
Nebraska
| $217K | +$225K | +4,582 | New |
|
9
Parallel Advisors
San Francisco,
California
| $67.5K | – | – | – |
|
10
Tower Research Capital (TRC)
New York
| – | -$353K | -7,700 | Closed |
|
11
UBS Group
Zurich,
Switzerland
| – | -$14K | -296 | Closed |
|
12
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| – | -$13K | -275 | Closed |
|