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TCW Transform 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
26
Creative Planning
Kansas
$324K -$212K -4,336 -41%
SC
27
Stephens Consulting
Michigan
$316K -$73.5K -1,507 -20%
ASN
28
Advisory Services Network
Georgia
$261K +$27.8K +570 +13%
CG
29
Caprock Group
Idaho
$240K +$1.07K +22 +0.5%
LPL Financial
30
LPL Financial
California
$239K -$6.54K -134 -3%
FT
31
Fiduciary Trust
Massachusetts
$235K
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$149K +$29.4K +603 +26%
Osaic Holdings
33
Osaic Holdings
Arizona
$121K -$7.07K -145 -6%
PA
34
Parallel Advisors
California
$103K
UBS Group
35
UBS Group
Switzerland
$96.6K +$78.6K +1,611 +615%
CAL
36
Capital Analysts LLC
Pennsylvania
$50K
BBPWM
37
Blue Bell Private Wealth Management
Pennsylvania
$47.6K
AF
38
Advisornet Financial
Minnesota
$16.8K +$634 +13 +4%
GA
39
GoalVest Advisory
New York
$6.97K
US Bancorp
40
US Bancorp
Minnesota
$5.16K
MAWCM
41
Mine & Arao Wealth Creation & Management
California
$4.95K
FCG
42
Financial Connections Group
California
$3K
BWP
43
Baldwin Wealth Partners
Massachusetts
$2.58K
RWM
44
Ruedi Wealth Management
Illinois
$1.07K
RDFA
45
Ritter Daniher Financial Advisory
Ohio
$620 +$585 +12 New
FFA
46
Farther Finance Advisors
California
$568
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$52 -$1.61K -33 -97%
IA
48
IFP Advisors
Florida
$52 +$49 +1 New
Citadel Advisors
49
Citadel Advisors
Florida
-$1.2M -25,141 Closed
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
-$582K -12,229 Closed