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ícone de VOTE

TCW Transform 500 ETF
VOTE

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Premier Financial Group
51
Premier Financial Group
California
US$ 713 mil +US$ 1,79 mil +21 +0,3%
Advisor OS
52
Advisor OS
Illinois
US$ 700 mil -US$ 18,4 mil -216 -3%
MJP Associates
53
MJP Associates
Connecticut
US$ 700 mil -US$ 18,4 mil -216 -3%
ACA
54
Alpha Capital Advisors
Maine
US$ 636 mil – – –
Fidelity Investments
55
Fidelity Investments
Massachusetts
US$ 593 mil +US$ 501 mil +5.874 +691%
CIBC Bancorp USA
56
CIBC Bancorp USA
Illinois
US$ 569 mil – – –
Per Stirling Capital Management
57
Per Stirling Capital Management
Texas
US$ 520 mil -US$ 9,47 mil -111 -2%
Rainier Family Wealth
58
Rainier Family Wealth
Washington
US$ 478 mil – – –
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
US$ 446 mil +US$ 1,02 mil +12 +0,2%
Focus Partners Advisor Solutions
60
Focus Partners Advisor Solutions
Missouri
US$ 445 mil +US$ 5,8 mil +68 +1%
Pearl Planning
61
Pearl Planning
Michigan
US$ 420 mil – – –
Caprock Group
62
Caprock Group
Idaho
US$ 410 mil +US$ 1,02 mil +12 +0,3%
Ridgecrest Wealth Partners
63
Ridgecrest Wealth Partners
California
US$ 362 mil -US$ 69,8 mil -818 -17%
AQR Capital Management
64
AQR Capital Management
Connecticut
US$ 343 mil – – –
Sage Mountain Advisors
65
Sage Mountain Advisors
Georgia
US$ 325 mil – – –
Portland Global Advisors
66
Portland Global Advisors
Maine
US$ 319 mil -US$ 34,3 mil -402 -10%
Krilogy Financial
67
Krilogy Financial
Missouri
US$ 295 mil +US$ 768 +9 +0,3%
DWR Wealth Management
68
DWR Wealth Management
California
US$ 287 mil +US$ 7,59 mil +89 +3%
Schneider Downs Wealth Management Advisors
69
Schneider Downs Wealth Management Advisors
Pennsylvania
US$ 280 mil – – –
UBS Group
70
UBS Group
Switzerland
US$ 263 mil +US$ 5,46 mil +64 +2%
Rossby Financial
71
Rossby Financial
Florida
US$ 259 mil +US$ 26,8 mil +314 +12%
Raymond James Financial
72
Raymond James Financial
Florida
US$ 243 mil -US$ 26,5 mil -311 -10%
Arax Advisory Partners
73
Arax Advisory Partners
Colorado
US$ 228 mil +US$ 221 mil +2.589 Nova
EP Wealth Advisors
74
EP Wealth Advisors
California
US$ 221 mil +US$ 214 mil +2.507 Nova
Wells Fargo
75
Wells Fargo
California
US$ 198 mil -US$ 457 mil -5.352 -70%
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