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TCW Transform 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$2.93M +$3.06M +38,338 New
PSA
27
Plum Street Advisors
Louisiana
$2.61M +$17.5K +219 +0.6%
MGIA
28
Moneta Group Investment Advisors
Missouri
$2.48M +$28.7K +359 +1%
MWM
29
Modern Wealth Management
Kansas
$2.4M +$219K +2,748 +10%
LPL Financial
30
LPL Financial
California
$2.29M +$98K +1,227 +4%
BP
31
Ballentine Partners
Massachusetts
$2.28M
BJL
32
Brighton Jones LLC
Washington
$1.66M +$1.74M +21,780 New
FG
33
Fairman Group
Pennsylvania
$1.61M +$1.5M +18,764 +813%
SI
34
Seeds Investor
New York
$1.51M +$194K +2,424 +15%
KAS
35
Kestra Advisory Services
Texas
$1.37M +$6.63K +83 +0.5%
HCC
36
Hirtle Callaghan & Co
Pennsylvania
$1.29M
MWM
37
Mission Wealth Management
California
$1.29M
PWA
38
Phoenix Wealth Advisors
North Carolina
$1.25M -$1.31M -16,356 -50%
Osaic Holdings
39
Osaic Holdings
Arizona
$1.19M -$6.31K -79 -0.5%
EWA
40
Etesian Wealth Advisors
Oregon
$1.05M +$135K +1,695 +14%
BIM
41
Breakwater Investment Management
Washington
$870K
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$850K +$527K +6,598 +145%
SAS
43
Sage Advisory Services
Texas
$811K +$10.9K +136 +1%
Creative Planning
44
Creative Planning
Kansas
$785K -$521K -6,531 -39%
DT
45
Diversified Trust
Tennessee
$731K
SA
46
Sonoma Allocations
California
$714K +$102K +1,278 +16%
Stifel Financial
47
Stifel Financial
Missouri
$698K +$31.2K +391 +4%
ATPW
48
Ashton Thomas Private Wealth
Arizona
$645K
VFA
49
Valeo Financial Advisors
Indiana
$645K
FT
50
Fiduciary Trust
Massachusetts
$642K