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TCW Transform 500 ETF
VOTE

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Premier Financial Group
51
Premier Financial Group
California
USD 713 k +USD 1.79 k +21 +0.3%
Advisor OS
52
Advisor OS
Illinois
USD 700 k -USD 18.4 k -216 -3%
MJP Associates
53
MJP Associates
Connecticut
USD 700 k -USD 18.4 k -216 -3%
ACA
54
Alpha Capital Advisors
Maine
USD 636 k – – –
Fidelity Investments
55
Fidelity Investments
Massachusetts
USD 593 k +USD 501 k +5,874 +691%
CIBC Bancorp USA
56
CIBC Bancorp USA
Illinois
USD 569 k – – –
Per Stirling Capital Management
57
Per Stirling Capital Management
Texas
USD 520 k -USD 9.47 k -111 -2%
Rainier Family Wealth
58
Rainier Family Wealth
Washington
USD 478 k – – –
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
USD 446 k +USD 1.02 k +12 +0.2%
Focus Partners Advisor Solutions
60
Focus Partners Advisor Solutions
Missouri
USD 445 k +USD 5.8 k +68 +1%
Pearl Planning
61
Pearl Planning
Michigan
USD 420 k – – –
Caprock Group
62
Caprock Group
Idaho
USD 410 k +USD 1.02 k +12 +0.3%
Ridgecrest Wealth Partners
63
Ridgecrest Wealth Partners
California
USD 362 k -USD 69.8 k -818 -17%
AQR Capital Management
64
AQR Capital Management
Connecticut
USD 343 k – – –
Sage Mountain Advisors
65
Sage Mountain Advisors
Georgia
USD 325 k – – –
Portland Global Advisors
66
Portland Global Advisors
Maine
USD 319 k -USD 34.3 k -402 -10%
Krilogy Financial
67
Krilogy Financial
Missouri
USD 295 k +USD 768 +9 +0.3%
DWR Wealth Management
68
DWR Wealth Management
California
USD 287 k +USD 7.59 k +89 +3%
Schneider Downs Wealth Management Advisors
69
Schneider Downs Wealth Management Advisors
Pennsylvania
USD 280 k – – –
UBS Group
70
UBS Group
Switzerland
USD 263 k +USD 5.46 k +64 +2%
Rossby Financial
71
Rossby Financial
Florida
USD 259 k +USD 26.8 k +314 +12%
Raymond James Financial
72
Raymond James Financial
Florida
USD 243 k -USD 26.5 k -311 -10%
Arax Advisory Partners
73
Arax Advisory Partners
Colorado
USD 228 k +USD 221 k +2,589 Nuevas
EP Wealth Advisors
74
EP Wealth Advisors
California
USD 221 k +USD 214 k +2,507 Nuevas
Wells Fargo
75
Wells Fargo
California
USD 198 k -USD 457 k -5,352 -70%
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