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TCW Transform 500 ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
101
O'Shaughnessy Asset Management
Connecticut
$3.88K +$427 +5 +13%
BF
102
Brooklyn FI
New York
$3.79K +$3.67K +43 New
CA
103
CoreCap Advisors
Michigan
$3K +$2.9K +34 New
JWM
104
JPL Wealth Management
Colorado
$2.12K +$2.05K +24 New
TFA
105
Transamerica Financial Advisors
Florida
$1.15K +$1.11K +13 New
AF
106
Allworth Financial
California
$882 – – –
ADL
107
Asset Dedication LLC
California
$530 – – –
GFA
108
Godfrey Financial Associates
New York
$529 – – –
DF
109
Dunhill Financial
United Kingdom
$440 – – –
FLP
110
Financial Life Planners
Arizona
$361 – – –
SGFG
111
Silver Grove Financial Group
New York
$120 – – –
GSWM
112
Golden State Wealth Management
California
$90 – – –
Citadel Advisors
113
Citadel Advisors
Florida
– -$558K -7,309 Closed
Jane Street
114
Jane Street
New York
– -$323K -4,229 Closed
OMC
115
Old Mission Capital
Illinois
– -$263K -3,445 Closed
GWM
116
GK Wealth Management
Nevada
– -$237K -3,200 Closed
MCM
117
MAI Capital Management
Ohio
– -$154K -2,017 Closed
TRCT
118
Tower Research Capital (TRC)
New York
– -$124K -1,621 Closed
LWMI
119
Legacy Wealth Management (Idaho)
Idaho
– -$87K -1,140 Closed
RFP
120
Root Financial Partners
California
– -$8.87K -116 Closed