We are live on ! Find out more
VOTE icon

TCW Transform 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSA
26
Plum Street Advisors
Louisiana
$1.81M +$23.4K +349 +1%
MWM
27
Modern Wealth Management
Kansas
$1.7M +$409K +6,091 +35%
Two Sigma Investments
28
Two Sigma Investments
New York
$1.65M +$1.52M +22,700 New
BJL
29
Brighton Jones LLC
Washington
$1.57M +$2.62K +39 +0.2%
LPL Financial
30
LPL Financial
California
$1.39M +$796K +11,856 +162%
HCC
31
Hirtle Callaghan & Co
Pennsylvania
$1.23M +$25.7K +383 +2%
MWM
32
Mission Wealth Management
California
$1.21M
KAS
33
Kestra Advisory Services
Texas
$1.06M +$271K +4,028 +38%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$1.05M +$401K +5,965 +70%
Creative Planning
35
Creative Planning
Kansas
$910K +$17.8K +265 +2%
Citadel Advisors
36
Citadel Advisors
Florida
$907K +$537K +7,999 +179%
BIM
37
Breakwater Investment Management
Washington
$828K
SAS
38
Sage Advisory Services
Texas
$775K -$5.84K -87 -0.8%
SI
39
Seeds Investor
New York
$771K -$132K -1,970 -16%
EWA
40
Etesian Wealth Advisors
Oregon
$744K +$137K +2,034 +25%
VFA
41
Valeo Financial Advisors
Indiana
$710K
DT
42
Diversified Trust
Tennessee
$697K
Osaic Holdings
43
Osaic Holdings
Arizona
$684K +$595K +8,860 +1,614%
Stifel Financial
44
Stifel Financial
Missouri
$650K +$3.36K +50 +0.6%
FT
45
Fiduciary Trust
Massachusetts
$612K
AO
46
Advisor OS
Illinois
$612K +$61.1K +909 +12%
MA
47
MJP Associates
Connecticut
$612K +$61.1K +909 +12%
PFG
48
Premier Financial Group
California
$608K +$541K +8,050 New
SW
49
SVB Wealth
Massachusetts
$443K
PSCM
50
Per Stirling Capital Management
Texas
$434K -$15.2K -227 -4%