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TCW Transform 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
51
Alpha Capital Advisors
Maine
$588K +$574K +7,214 New
PSCM
52
Per Stirling Capital Management
Texas
$479K
FPAS
53
Focus Partners Advisor Solutions
Missouri
$427K -$54.2K -681 -11%
RFW
54
Rainier Family Wealth
Washington
$425K +$175K +2,202 +71%
RWP
55
Ridgecrest Wealth Partners
California
$403K
PP
56
Pearl Planning
Michigan
$382K +$379K +4,761 New
CG
57
Caprock Group
Idaho
$371K +$1.99K +25 +0.5%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$364K +$263K +3,307 +268%
PGA
59
Portland Global Advisors
Maine
$339K
UBS Group
60
UBS Group
Switzerland
$335K +$11.5K +145 +4%
AQR Capital Management
61
AQR Capital Management
Connecticut
$312K +$104K +1,303 +50%
SMA
62
Sage Mountain Advisors
Georgia
$296K
SWM
63
Stark Wealth Management
Pennsylvania
$279K
KF
64
Krilogy Financial
Missouri
$271K +$265K +3,334 New
SDWMA
65
Schneider Downs Wealth Management Advisors
Pennsylvania
$239K
FG
66
Fairman Group
Pennsylvania
$185K
MEG
67
Millstone Evans Group
Colorado
$166K
MCM
68
MAI Capital Management
Ohio
$159K +$318 +4 +0.2%
WWM
69
Wolff Wiese Magana
California
$124K
FFA
70
Farther Finance Advisors
California
$94.6K
AF
71
Advisornet Financial
Minnesota
$92.6K +$4.13K +52 +5%
RF
72
Rossby Financial
Florida
$87.8K -$1.11K -14 -1%
LWMI
73
Legacy Wealth Management (Idaho)
Idaho
$86.6K +$85.9K +1,080 New
TRCT
74
Tower Research Capital (TRC)
New York
$80.8K +$80.1K +1,007 New
CIBC Private Wealth Group
75
CIBC Private Wealth Group
Georgia
$80.2K