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TCW Transform 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$401K +$64K +926 +19%
SC
52
Stephens Consulting
Michigan
$394K -$8.22K -119 -2%
SWM
53
Stark Wealth Management
Pennsylvania
$316K +$318K +4,600 New
CG
54
Caprock Group
Idaho
$315K -$11.1K -161 -3%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$305K -$88.5K -1,281 -22%
WIC
56
Woodmont Investment Counsel
Tennessee
$299K +$11.3K +163 +4%
FPAS
57
Focus Partners Advisor Solutions
Missouri
$288K -$263K -3,801 -48%
Envestnet Asset Management
58
Envestnet Asset Management
Illinois
$286K -$80.8K -1,170 -22%
SMA
59
Sage Mountain Advisors
Georgia
$254K +$255K +3,691 New
RWP
60
Ridgecrest Wealth Partners
California
$232K
MEG
61
Millstone Evans Group
Colorado
$141K +$142K +2,055 New
MCM
62
MAI Capital Management
Ohio
$135K +$136K +1,967 New
CIBC Private Wealth Group
63
CIBC Private Wealth Group
Georgia
$103K
FG
64
Fairman Group
Pennsylvania
$71.2K
CAL
65
Capital Analysts LLC
Pennsylvania
$68K +$207 +3 +0.3%
BBPWM
66
Blue Bell Private Wealth Management
Pennsylvania
$63.5K
AF
67
Advisornet Financial
Minnesota
$47.6K +$7.74K +112 +19%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$34K
Russell Investments Group
69
Russell Investments Group
United Kingdom
$30.1K
SSB
70
Sandy Spring Bank
Maryland
$21.4K +$69 +1 +0.3%
MG
71
Mather Group
Illinois
$13.8K
Fidelity Investments
72
Fidelity Investments
Massachusetts
$12.9K +$1.31K +19 +11%
GA
73
GoalVest Advisory
New York
$9.29K
US Bancorp
74
US Bancorp
Minnesota
$6.88K
National Bank of Canada
75
National Bank of Canada
Quebec, Canada
$6.88K