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TCW Transform 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFG
51
Premier Financial Group
California
$713K +$1.79K +21 +0.3%
AO
52
Advisor OS
Illinois
$700K -$18.4K -216 -3%
MA
53
MJP Associates
Connecticut
$700K -$18.4K -216 -3%
ACA
54
Alpha Capital Advisors
Maine
$636K – – –
Fidelity Investments
55
Fidelity Investments
Massachusetts
$593K +$501K +5,874 +691%
CBU
56
CIBC Bancorp USA
Illinois
$569K – – –
PSCM
57
Per Stirling Capital Management
Texas
$520K -$9.47K -111 -2%
RFW
58
Rainier Family Wealth
Washington
$478K – – –
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$446K +$1.02K +12 +0.2%
FPAS
60
Focus Partners Advisor Solutions
Missouri
$445K +$5.8K +68 +1%
PP
61
Pearl Planning
Michigan
$420K – – –
CG
62
Caprock Group
Idaho
$410K +$1.02K +12 +0.3%
RWP
63
Ridgecrest Wealth Partners
California
$362K -$69.8K -818 -17%
AQR Capital Management
64
AQR Capital Management
Connecticut
$343K – – –
SMA
65
Sage Mountain Advisors
Georgia
$325K – – –
PGA
66
Portland Global Advisors
Maine
$319K -$34.3K -402 -10%
KF
67
Krilogy Financial
Missouri
$295K +$768 +9 +0.3%
DWM
68
DWR Wealth Management
California
$287K +$7.59K +89 +3%
SDWMA
69
Schneider Downs Wealth Management Advisors
Pennsylvania
$280K – – –
UBS Group
70
UBS Group
Switzerland
$263K +$5.46K +64 +2%
RF
71
Rossby Financial
Florida
$259K +$26.8K +314 +12%
Raymond James Financial
72
Raymond James Financial
Florida
$243K -$26.5K -311 -10%
AAP
73
Arax Advisory Partners
Colorado
$228K +$221K +2,589 New
EWA
74
EP Wealth Advisors
California
$221K +$214K +2,507 New
Wells Fargo
75
Wells Fargo
California
$198K -$457K -5,352 -70%