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TCW Transform 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSA
26
Plum Street Advisors
Louisiana
$1.6M +$1.17M +16,871 +221%
BJL
27
Brighton Jones LLC
Washington
$1.41M +$49K +709 +3%
TRCT
28
Tower Research Capital (TRC)
New York
$1.23M +$401K +5,803 +45%
MWM
29
Modern Wealth Management
Kansas
$1.13M -$1.66K -24 -0.1%
MWM
30
Mission Wealth Management
California
$1.09M
HCC
31
Hirtle Callaghan & Co
Pennsylvania
$1.08M +$38.8K +562 +4%
Morgan Stanley
32
Morgan Stanley
New York
$1.02M +$94.2K +1,364 +10%
SI
33
Seeds Investor
New York
$822K +$30.7K +444 +4%
Creative Planning
34
Creative Planning
Kansas
$801K +$7.6K +110 +0.9%
AWS
35
Atria Wealth Solutions
New York
$787K +$4K +58 +0.5%
BIM
36
Breakwater Investment Management
Washington
$745K +$2.97K +43 +0.4%
SAS
37
Sage Advisory Services
Texas
$703K
KAS
38
Kestra Advisory Services
Texas
$692K -$5.39K -78 -0.7%
VFA
39
Valeo Financial Advisors
Indiana
$638K -$34.5K -499 -5%
DT
40
Diversified Trust
Tennessee
$626K
Stifel Financial
41
Stifel Financial
Missouri
$581K +$1.04K +15 +0.2%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$557K +$186K +2,691 +46%
FT
43
Fiduciary Trust
Massachusetts
$551K
EWA
44
Etesian Wealth Advisors
Oregon
$536K +$144K +2,089 +34%
AO
45
Advisor OS
Illinois
$491K +$518K +7,508 New
MA
46
MJP Associates
Connecticut
$491K +$518K +7,508 New
LPL Financial
47
LPL Financial
California
$478K -$86.2K -1,248 -15%
PSCM
48
Per Stirling Capital Management
Texas
$405K
SW
49
SVB Wealth
Massachusetts
$398K
SC
50
Stephens Consulting
Michigan
$373K -$1.24K -18 -0.3%