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TCW Transform 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
51
Parallel Advisors
California
$122K
CIBC Private Wealth Group
52
CIBC Private Wealth Group
Georgia
$90.9K +$86.7K +1,488 New
CAL
53
Capital Analysts LLC
Pennsylvania
$60K +$175 +3 +0.3%
BBPWM
54
Blue Bell Private Wealth Management
Pennsylvania
$56.5K
UBS Group
55
UBS Group
Switzerland
$36.7K +$34.9K +599 New
Osaic Holdings
56
Osaic Holdings
Arizona
$31.2K +$1.28K +22 +5%
AF
57
Advisornet Financial
Minnesota
$23.8K +$1.05K +18 +5%
FG
58
Fairman Group
Pennsylvania
$20.3K +$19.3K +332 New
MG
59
Mather Group
Illinois
$11.1K +$11.7K +200 New
GA
60
GoalVest Advisory
New York
$8.27K
US Bancorp
61
US Bancorp
Minnesota
$6.13K
MAWCM
62
Mine & Arao Wealth Creation & Management
California
$5.88K
FCG
63
Financial Connections Group
California
$5K +$117 +2 +3%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$4.96K +$3.55K +61 +305%
BWP
65
Baldwin Wealth Partners
Massachusetts
$3.06K
RWM
66
Ruedi Wealth Management
Illinois
$1.1K -$175 -3 -14%
TC
67
Trust Company
Kansas
$453 +$408 +7 New
Fidelity Investments
68
Fidelity Investments
Massachusetts
$61 -$5.13K -88 -99%
JPG
69
Jordan Park Group
California
-$67.1M -1,206,696 Closed
AWP
70
Abacus Wealth Partners
California
-$501K -9,008 Closed
Two Sigma Investments
71
Two Sigma Investments
New York
-$234K -4,200 Closed
FFA
72
Farther Finance Advisors
California
-$612 -11 Closed
SSB
73
Sandy Spring Bank
Maryland
-$112 -2 Closed