We are live on ! Find out more
VOTE icon

TCW Transform 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
26
Phoenix Wealth Advisors
North Carolina
$2.58M -$82.8K -1,097 -3%
BP
27
Ballentine Partners
Massachusetts
$2.34M +$14.9K +197 +0.7%
PSA
28
Plum Street Advisors
Louisiana
$1.99M +$42.6K +564 +2%
MWM
29
Modern Wealth Management
Kansas
$1.91M +$75.7K +1,003 +4%
LPL Financial
30
LPL Financial
California
$1.87M +$351K +4,653 +24%
BJL
31
Brighton Jones LLC
Washington
$1.7M +$3.1K +41 +0.2%
HCC
32
Hirtle Callaghan & Co
Pennsylvania
$1.33M
MWM
33
Mission Wealth Management
California
$1.32M +$12.3K +163 +1%
KAS
34
Kestra Advisory Services
Texas
$1.26M +$112K +1,486 +10%
SI
35
Seeds Investor
New York
$1.25M +$400K +5,296 +50%
Osaic Holdings
36
Osaic Holdings
Arizona
$1.21M +$459K +6,077 +65%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$1.17M +$31.9K +422 +3%
Creative Planning
38
Creative Planning
Kansas
$982K -$75 -1 -0%
BIM
39
Breakwater Investment Management
Washington
$894K
EWA
40
Etesian Wealth Advisors
Oregon
$886K +$79.6K +1,055 +10%
SAS
41
Sage Advisory Services
Texas
$824K -$12.5K -165 -2%
DT
42
Diversified Trust
Tennessee
$752K
Stifel Financial
43
Stifel Financial
Missouri
$699K -$2.94K -39 -0.4%
VFA
44
Valeo Financial Advisors
Indiana
$663K -$98.5K -1,305 -13%
FT
45
Fiduciary Trust
Massachusetts
$661K
PFG
46
Premier Financial Group
California
$628K
AO
47
Advisor OS
Illinois
$625K -$34K -451 -5%
MA
48
MJP Associates
Connecticut
$625K -$34K -451 -5%
FPAS
49
Focus Partners Advisor Solutions
Missouri
$481K +$81.1K +1,075 +22%
ATPW
50
Ashton Thomas Private Wealth
Arizona
$478K +$460K +6,090 New