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TCW Transform 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
76
UBS Group
Switzerland
$223K -$99.6K -1,248 -30%
RF
77
Rossby Financial
Florida
$202K +$122K +1,527 +140%
MCM
78
MAI Capital Management
Ohio
$154K +$2.4K +30 +2%
MEG
79
Millstone Evans Group
Colorado
$148K -$10.1K -127 -6%
TRCT
80
Tower Research Capital (TRC)
New York
$124K +$49K +614 +61%
WWM
81
Wolff Wiese Magana
California
$118K
AF
82
Advisornet Financial
Minnesota
$108K +$21.3K +267 +23%
FFA
83
Farther Finance Advisors
California
$90.8K
LWMI
84
Legacy Wealth Management (Idaho)
Idaho
$87K +$4.79K +60 +6%
CAL
85
Capital Analysts LLC
Pennsylvania
$77K +$240 +3 +0.3%
BBPWM
86
Blue Bell Private Wealth Management
Pennsylvania
$70.4K
Fidelity Investments
87
Fidelity Investments
Massachusetts
$64.8K +$20.2K +253 +42%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$62.9K +$50.5K +633 +330%
SWM
89
SHP Wealth Management
Massachusetts
$49.3K
National Bank of Canada
90
National Bank of Canada
Quebec, Canada
$38.2K
Russell Investments Group
91
Russell Investments Group
United Kingdom
$33.4K -$878 -11 -2%
NF
92
Napier Financial
Massachusetts
$32K +$33.5K +420 New
AUB
93
Atlantic Union Bankshares
Virginia
$24K +$80 +1 +0.3%
Vanguard Advisers Inc
94
Vanguard Advisers Inc
Pennsylvania
$18.2K +$19K +238 New
HHGA
95
Halbert Hargrove Global Advisors
California
$17.7K
MG
96
Mather Group
Illinois
$15.3K +$16K +200 New
MPW
97
MASECO Private Wealth
$13.8K
GA
98
GoalVest Advisory
New York
$10.3K
AssetMark Inc
99
AssetMark Inc
California
$10.1K
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$9.61K +$2.08K +26 +26%