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TCW Transform 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
51
MJP Associates
Connecticut
$700K -$18.4K -216 -3%
ACA
52
Alpha Capital Advisors
Maine
$636K
Fidelity Investments
53
Fidelity Investments
Massachusetts
$593K +$501K +5,874 +691%
CBU
54
CIBC Bancorp USA
Illinois
$569K
PSCM
55
Per Stirling Capital Management
Texas
$520K -$9.47K -111 -2%
RFW
56
Rainier Family Wealth
Washington
$478K
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$446K +$1.02K +12 +0.2%
FPAS
58
Focus Partners Advisor Solutions
Missouri
$445K +$5.8K +68 +1%
PP
59
Pearl Planning
Michigan
$420K
CG
60
Caprock Group
Idaho
$410K +$1.02K +12 +0.3%
RWP
61
Ridgecrest Wealth Partners
California
$362K -$69.8K -818 -17%
AQR Capital Management
62
AQR Capital Management
Connecticut
$343K
SMA
63
Sage Mountain Advisors
Georgia
$325K
PGA
64
Portland Global Advisors
Maine
$319K -$34.3K -402 -10%
KF
65
Krilogy Financial
Missouri
$295K +$768 +9 +0.3%
DWM
66
DWR Wealth Management
California
$287K +$7.59K +89 +3%
SDWMA
67
Schneider Downs Wealth Management Advisors
Pennsylvania
$280K
UBS Group
68
UBS Group
Switzerland
$263K +$5.46K +64 +2%
RF
69
Rossby Financial
Florida
$259K +$26.8K +314 +12%
Raymond James Financial
70
Raymond James Financial
Florida
$243K -$26.5K -311 -10%
AAP
71
Arax Advisory Partners
Colorado
$228K +$221K +2,589 New
EWA
72
EP Wealth Advisors
California
$221K +$214K +2,507 New
Wells Fargo
73
Wells Fargo
California
$198K -$457K -5,352 -70%
MEG
74
Millstone Evans Group
Colorado
$171K
WWM
75
Wolff Wiese Magana
California
$137K