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TCW Transform 500 ETF

名稱 持股 交易金額 股數
變動
持股
變動
Bank of New York Mellon
26
Bank of New York Mellon
New York
US$354萬 -US$10.2萬 -1,192 -3%
Plum Street Advisors
27
Plum Street Advisors
Louisiana
US$297萬 -US$4.44萬 -520 -2%
Ballentine Partners
28
Ballentine Partners
Massachusetts
US$263萬 – – –
LPL Financial
29
LPL Financial
California
US$243萬 -US$20.5萬 -2,398 -8%
Brighton Jones LLC
30
Brighton Jones LLC
Washington
US$192萬 +US$3,242 +38 +0.2%
Fairman Group
31
Fairman Group
Pennsylvania
US$186萬 +US$3,925 +46 +0.2%
Kestra Advisory Services
32
Kestra Advisory Services
Texas
US$166萬 +US$7.16萬 +839 +5%
Seeds Investor
33
Seeds Investor
New York
US$165萬 +US$1.63萬 +191 +1%
Hirtle Callaghan & Co
34
Hirtle Callaghan & Co
Pennsylvania
US$149萬 – – –
Mission Wealth Management
35
Mission Wealth Management
California
US$147萬 -US$1.79萬 -210 -1%
Jordan Park Group
36
Jordan Park Group
California
US$146萬 +US$141萬 +16,522 新
Osaic Holdings
37
Osaic Holdings
Arizona
US$143萬 +US$6.07萬 +712 +5%
Phoenix Wealth Advisors
38
Phoenix Wealth Advisors
North Carolina
US$141萬 -US$2.53萬 -297 -2%
Tolleson Wealth Management
39
Tolleson Wealth Management
Texas
US$140萬 -US$444萬 -52,000 -77%
Etesian Wealth Advisors
40
Etesian Wealth Advisors
Oregon
US$119萬 -US$2.08萬 -244 -2%
Sonoma Allocations
41
Sonoma Allocations
California
US$102萬 +US$19.8萬 +2,325 +25%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
US$98.2萬 – – –
Sage Advisory Services
43
Sage Advisory Services
Texas
US$91.4萬 -US$2.3萬 -269 -3%
Breakwater Investment Management
44
Breakwater Investment Management
Washington
US$90萬 -US$10.1萬 -1,184 -10%
Creative Planning
45
Creative Planning
Kansas
US$89.3萬 -US$1.39萬 -163 -2%
Diversified Trust
46
Diversified Trust
Tennessee
US$84.4萬 – – –
Stifel Financial
47
Stifel Financial
Missouri
US$81.9萬 +US$1.13萬 +132 +1%
Valeo Financial Advisors
48
Valeo Financial Advisors
Indiana
US$74.5萬 – – –
Fiduciary Trust
49
Fiduciary Trust
Massachusetts
US$74.2萬 – – –
Ashton Thomas Private Wealth
50
Ashton Thomas Private Wealth
Arizona
US$73.3萬 -US$1.25萬 -146 -2%