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TCW Transform 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSCM
51
Per Stirling Capital Management
Texas
$468K
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$400K +$226 +3 +0.1%
RWP
53
Ridgecrest Wealth Partners
California
$395K
CG
54
Caprock Group
Idaho
$349K +$347K +4,601 New
PGA
55
Portland Global Advisors
Maine
$331K -$20.9K -277 -6%
UBS Group
56
UBS Group
Switzerland
$316K +$304K +4,025 New
SA
57
Sonoma Allocations
California
$294K +$286K +3,786 New
SMA
58
Sage Mountain Advisors
Georgia
$290K
SWM
59
Stark Wealth Management
Pennsylvania
$273K
RFW
60
Rainier Family Wealth
Washington
$243K +$234K +3,100 New
SDWMA
61
Schneider Downs Wealth Management Advisors
Pennsylvania
$233K
AQR Capital Management
62
AQR Capital Management
Connecticut
$203K +$195K +2,589 New
FG
63
Fairman Group
Pennsylvania
$181K
MEG
64
Millstone Evans Group
Colorado
$162K
MCM
65
MAI Capital Management
Ohio
$156K +$453 +6 +0.3%
WWM
66
Wolff Wiese Magana
California
$122K +$117K +1,551 New
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$96.7K +$93K +1,232 New
FFA
68
Farther Finance Advisors
California
$92.5K -$1.36K -18 -2%
RF
69
Rossby Financial
Florida
$87.2K +$46.1K +611 +123%
AF
70
Advisornet Financial
Minnesota
$86.5K +$9.59K +127 +13%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$86K -$4.83K -64 -6%
CIBC Private Wealth Group
72
CIBC Private Wealth Group
Georgia
$78.5K
CAL
73
Capital Analysts LLC
Pennsylvania
$78K +$226 +3 +0.3%
BBPWM
74
Blue Bell Private Wealth Management
Pennsylvania
$72.4K
Russell Investments Group
75
Russell Investments Group
United Kingdom
$36.4K +$1.96K +26 +6%