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TCW Transform 500 ETF
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Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Betterment LLC
1
Betterment LLC
New York
USD 143 M +USD 437 k +5,117 +0.3%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
USD 106 M +USD 1.62 M +18,987 +2%
Angeles Investment Advisors
3
Angeles Investment Advisors
California
USD 78.4 M +USD 10.6 M +124,758 +16%
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
USD 69.7 M +USD 125 k +1,468 +0.2%
Fund Evaluation Group
5
Fund Evaluation Group
Ohio
USD 45.2 M +USD 6.85 M +80,305 +19%
National Philanthropic Trust
6
National Philanthropic Trust
Pennsylvania
USD 42 M – – –
Goldman Sachs
7
Goldman Sachs
New York
USD 34.5 M +USD 1.16 M +13,642 +4%
JP Morgan Chase
8
JP Morgan Chase
New York
USD 24.7 M -USD 5.72 M -67,073 -19%
Brinker Capital Investments
9
Brinker Capital Investments
Pennsylvania
USD 18.6 M +USD 3.24 M +37,943 +22%
Ethic Inc
10
Ethic Inc
New York
USD 17.1 M -USD 13 M -152,221 -44%
Dorsey & Whitney Trust
11
Dorsey & Whitney Trust
South Dakota
USD 16.5 M – – –
Bank of America
12
Bank of America
North Carolina
USD 16.4 M -USD 15.4 k -180 -0.1%
Aspiriant LLC
13
Aspiriant LLC
California
USD 14.8 M +USD 3.04 M +35,588 +27%
Beacon Pointe Advisors
14
Beacon Pointe Advisors
California
USD 14.1 M -USD 47.2 k -553 -0.3%
Morgan Stanley
15
Morgan Stanley
New York
USD 12.5 M +USD 740 k +8,678 +7%
MA
16
Mutual Advisors
Nebraska
USD 10.9 M -USD 101 k -1,184 -0.9%
Pathstone Holdings
17
Pathstone Holdings
New Jersey
USD 9.8 M -USD 42.7 k -500 -0.4%
VAF
18
Values Added Financial
District of Columbia
USD 7.56 M +USD 167 k +1,954 +2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
USD 5.71 M -USD 369 k -4,322 -6%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
USD 5.56 M +USD 2.11 M +24,746 +65%
Gateway Wealth Partners
21
Gateway Wealth Partners
Wisconsin
USD 4.52 M -USD 4.18 M -48,957 -49%
FI
22
Financial Insights
Washington
USD 4.13 M -USD 325 k -3,804 -8%
Modern Wealth Management
23
Modern Wealth Management
Kansas
USD 4.09 M +USD 1.3 M +15,225 +49%
Moneta Group Investment Advisors
24
Moneta Group Investment Advisors
Missouri
USD 3.77 M +USD 880 k +10,317 +32%
AIFS
25
A&I Financial Services
Colorado
USD 3.74 M -USD 119 k -1,390 -3%
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