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TCW Transform 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MEG
76
Millstone Evans Group
Colorado
$171K – – –
WWM
77
Wolff Wiese Magana
California
$137K – – –
AF
78
Advisornet Financial
Minnesota
$128K +$2.65K +31 +2%
FFA
79
Farther Finance Advisors
California
$104K – – –
CAL
80
Capital Analysts LLC
Pennsylvania
$89K +$171 +2 +0.2%
BBPWM
81
Blue Bell Private Wealth Management
Pennsylvania
$81.4K – – –
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$80K -$241K -2,824 -76%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$75.4K +$2.56K +30 +4%
SWM
84
SHP Wealth Management
Massachusetts
$57K – – –
FF
85
Frankly Finances
Florida
$48.4K +$46.8K +549 New
AG
86
AmeriFlex Group
Nevada
$45.2K +$43.8K +513 New
National Bank of Canada
87
National Bank of Canada
Quebec, Canada
$44K – – –
Russell Investments Group
88
Russell Investments Group
United Kingdom
$37.5K -$1.11K -13 -3%
NF
89
Napier Financial
Massachusetts
$37K – – –
AUB
90
Atlantic Union Bankshares
Virginia
$27.8K – – –
DF
91
Downshift Financial
Colorado
$22.2K +$21.5K +252 New
Vanguard Advisers Inc
92
Vanguard Advisers Inc
Pennsylvania
$21.9K +$853 +10 +4%
HHGA
93
Halbert Hargrove Global Advisors
California
$20.5K – – –
MG
94
Mather Group
Illinois
$17.6K – – –
MPW
95
MASECO Private Wealth
$15.9K – – –
AssetMark Inc
96
AssetMark Inc
California
$13.3K +$1.62K +19 +14%
GA
97
GoalVest Advisory
New York
$11.9K – – –
BA
98
Blueline Advisors
New Hampshire
$10.3K – – –
BWL
99
Bogart Wealth LLC
Virginia
$7.4K – – –
US Bancorp
100
US Bancorp
Minnesota
$4.41K – – –