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TCW Transform 500 ETF
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Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Bank of New York Mellon
26
Bank of New York Mellon
New York
USD 3.54 M -USD 102 k -1,192 -3%
Plum Street Advisors
27
Plum Street Advisors
Louisiana
USD 2.97 M -USD 44.4 k -520 -2%
Ballentine Partners
28
Ballentine Partners
Massachusetts
USD 2.63 M – – –
LPL Financial
29
LPL Financial
California
USD 2.43 M -USD 205 k -2,398 -8%
Brighton Jones LLC
30
Brighton Jones LLC
Washington
USD 1.92 M +USD 3.24 k +38 +0.2%
Fairman Group
31
Fairman Group
Pennsylvania
USD 1.86 M +USD 3.92 k +46 +0.2%
Kestra Advisory Services
32
Kestra Advisory Services
Texas
USD 1.66 M +USD 71.6 k +839 +5%
Seeds Investor
33
Seeds Investor
New York
USD 1.65 M +USD 16.3 k +191 +1%
Hirtle Callaghan & Co
34
Hirtle Callaghan & Co
Pennsylvania
USD 1.49 M – – –
Mission Wealth Management
35
Mission Wealth Management
California
USD 1.47 M -USD 17.9 k -210 -1%
Jordan Park Group
36
Jordan Park Group
California
USD 1.46 M +USD 1.41 M +16,522 Nuevas
Osaic Holdings
37
Osaic Holdings
Arizona
USD 1.43 M +USD 60.7 k +712 +5%
Phoenix Wealth Advisors
38
Phoenix Wealth Advisors
North Carolina
USD 1.41 M -USD 25.3 k -297 -2%
Tolleson Wealth Management
39
Tolleson Wealth Management
Texas
USD 1.4 M -USD 4.44 M -52,000 -77%
Etesian Wealth Advisors
40
Etesian Wealth Advisors
Oregon
USD 1.19 M -USD 20.8 k -244 -2%
Sonoma Allocations
41
Sonoma Allocations
California
USD 1.02 M +USD 198 k +2,325 +25%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
USD 982 k – – –
Sage Advisory Services
43
Sage Advisory Services
Texas
USD 914 k -USD 23 k -269 -3%
Breakwater Investment Management
44
Breakwater Investment Management
Washington
USD 900 k -USD 101 k -1,184 -10%
Creative Planning
45
Creative Planning
Kansas
USD 893 k -USD 13.9 k -163 -2%
Diversified Trust
46
Diversified Trust
Tennessee
USD 844 k – – –
Stifel Financial
47
Stifel Financial
Missouri
USD 819 k +USD 11.3 k +132 +1%
Valeo Financial Advisors
48
Valeo Financial Advisors
Indiana
USD 745 k – – –
Fiduciary Trust
49
Fiduciary Trust
Massachusetts
USD 742 k – – –
Ashton Thomas Private Wealth
50
Ashton Thomas Private Wealth
Arizona
USD 733 k -USD 12.5 k -146 -2%
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