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TCW Transform 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
26
Moneta Group Investment Advisors
Missouri
$1.68M +$10.1K +146 +0.6%
BJL
27
Brighton Jones LLC
Washington
$1.44M -$15.6K -226 -1%
MWM
28
Modern Wealth Management
Kansas
$1.19M +$1.19M +17,262 New
MWM
29
Mission Wealth Management
California
$1.15M
HCC
30
Hirtle Callaghan & Co
Pennsylvania
$1.1M
Morgan Stanley
31
Morgan Stanley
New York
$975K -$225K -3,252 -19%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$950K -$507K -7,336 -35%
TRCT
33
Tower Research Capital (TRC)
New York
$894K -$8.43K -122 -0.9%
Creative Planning
34
Creative Planning
Kansas
$835K +$441K +6,381 +111%
SI
35
Seeds Investor
New York
$834K +$66.3K +959 +9%
AWS
36
Atria Wealth Solutions
New York
$824K -$216K -3,123 -21%
BIM
37
Breakwater Investment Management
Washington
$780K +$29.2K +423 +4%
SAS
38
Sage Advisory Services
Texas
$739K +$83.7K +1,211 +13%
KAS
39
Kestra Advisory Services
Texas
$734K -$19.3K -279 -3%
VFA
40
Valeo Financial Advisors
Indiana
$705K
Osaic Holdings
41
Osaic Holdings
Arizona
$686K -$123K -1,774 -15%
DT
42
Diversified Trust
Tennessee
$659K +$331K +4,794 +100%
Stifel Financial
43
Stifel Financial
Missouri
$611K +$28.6K +414 +5%
LPL Financial
44
LPL Financial
California
$589K +$324K +4,688 +121%
FT
45
Fiduciary Trust
Massachusetts
$579K +$25.9K +375 +5%
PSA
46
Plum Street Advisors
Louisiana
$524K +$527K +7,622 New
PGA
47
Portland Global Advisors
Maine
$500K
PSCM
48
Per Stirling Capital Management
Texas
$426K -$135K -1,951 -24%
EWA
49
Etesian Wealth Advisors
Oregon
$420K
SW
50
SVB Wealth
Massachusetts
$419K +$421K +6,090 New