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TCW Transform 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
26
Phoenix Wealth Advisors
North Carolina
$2.62M -$11.7K -147 -0.4%
MGIA
27
Moneta Group Investment Advisors
Missouri
$2.58M -$129K -1,618 -5%
BP
28
Ballentine Partners
Massachusetts
$2.39M
LPL Financial
29
LPL Financial
California
$2.31M +$394K +4,954 +21%
MWM
30
Modern Wealth Management
Kansas
$2.28M +$321K +4,035 +17%
KAS
31
Kestra Advisory Services
Texas
$1.44M +$146K +1,833 +11%
HCC
32
Hirtle Callaghan & Co
Pennsylvania
$1.36M
MWM
33
Mission Wealth Management
California
$1.35M
Creative Planning
34
Creative Planning
Kansas
$1.35M +$342K +4,306 +34%
SI
35
Seeds Investor
New York
$1.29M +$18.8K +236 +1%
Osaic Holdings
36
Osaic Holdings
Arizona
$1.25M +$10.8K +136 +0.9%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$1.08M -$119K -1,497 -10%
EWA
38
Etesian Wealth Advisors
Oregon
$966K +$59.6K +750 +7%
BIM
39
Breakwater Investment Management
Washington
$914K +$716 +9 +0.1%
SAS
40
Sage Advisory Services
Texas
$842K
DT
41
Diversified Trust
Tennessee
$768K
GS
42
GTS Securities
Florida
$709K +$702K +8,833 New
Stifel Financial
43
Stifel Financial
Missouri
$703K -$11.1K -139 -2%
ATPW
44
Ashton Thomas Private Wealth
Arizona
$678K +$188K +2,365 +39%
VFA
45
Valeo Financial Advisors
Indiana
$678K
FT
46
Fiduciary Trust
Massachusetts
$675K
SA
47
Sonoma Allocations
California
$650K +$332K +4,175 +110%
PFG
48
Premier Financial Group
California
$649K
AO
49
Advisor OS
Illinois
$640K +$1.03K +13 +0.2%
MA
50
MJP Associates
Connecticut
$640K +$1.03K +13 +0.2%