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TCW Transform 500 ETF

名前 保有額 取引額 株数
増減
保有比率の
変化
Bank of New York Mellon
26
Bank of New York Mellon
New York
$354万 -$10.2万 -1,192 -3%
Plum Street Advisors
27
Plum Street Advisors
Louisiana
$297万 -$4.44万 -520 -2%
Ballentine Partners
28
Ballentine Partners
Massachusetts
$263万 – – –
LPL Financial
29
LPL Financial
California
$243万 -$20.5万 -2,398 -8%
Brighton Jones LLC
30
Brighton Jones LLC
Washington
$192万 +$3,242 +38 +0.2%
Fairman Group
31
Fairman Group
Pennsylvania
$186万 +$3,925 +46 +0.2%
Kestra Advisory Services
32
Kestra Advisory Services
Texas
$166万 +$7.16万 +839 +5%
Seeds Investor
33
Seeds Investor
New York
$165万 +$1.63万 +191 +1%
Hirtle Callaghan & Co
34
Hirtle Callaghan & Co
Pennsylvania
$149万 – – –
Mission Wealth Management
35
Mission Wealth Management
California
$147万 -$1.79万 -210 -1%
Jordan Park Group
36
Jordan Park Group
California
$146万 +$141万 +16,522 新規
Osaic Holdings
37
Osaic Holdings
Arizona
$143万 +$6.07万 +712 +5%
Phoenix Wealth Advisors
38
Phoenix Wealth Advisors
North Carolina
$141万 -$2.53万 -297 -2%
Tolleson Wealth Management
39
Tolleson Wealth Management
Texas
$140万 -$444万 -52,000 -77%
Etesian Wealth Advisors
40
Etesian Wealth Advisors
Oregon
$119万 -$2.08万 -244 -2%
Sonoma Allocations
41
Sonoma Allocations
California
$102万 +$19.8万 +2,325 +25%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$98.2万 – – –
Sage Advisory Services
43
Sage Advisory Services
Texas
$91.4万 -$2.3万 -269 -3%
Breakwater Investment Management
44
Breakwater Investment Management
Washington
$90万 -$10.1万 -1,184 -10%
Creative Planning
45
Creative Planning
Kansas
$89.3万 -$1.39万 -163 -2%
Diversified Trust
46
Diversified Trust
Tennessee
$84.4万 – – –
Stifel Financial
47
Stifel Financial
Missouri
$81.9万 +$1.13万 +132 +1%
Valeo Financial Advisors
48
Valeo Financial Advisors
Indiana
$74.5万 – – –
Fiduciary Trust
49
Fiduciary Trust
Massachusetts
$74.2万 – – –
Ashton Thomas Private Wealth
50
Ashton Thomas Private Wealth
Arizona
$73.3万 -$1.25万 -146 -2%