| 3/5/2025 | Financial Insights Inc. | 115,513 | $7.95M | 3.1% | +7.8% | 1.058% | |
| 2/18/2025 | Focus Partners Advisor Solutions LLC | 4,189 | $288K | 0.0% | -47.6% | 0.043% | |
| 2/17/2025 | Two Sigma Investments LP | 28,000 | $1.93M | 0.0% | N/A | 0.285% | |
| 2/17/2025 | Tolleson Wealth Management Inc. | 66,350 | $4.56M | 0.9% | +452.9% | 0.674% | |
| 2/17/2025 | Pathstone Holdings LLC | 113,452 | $7.80M | 0.0% | -1.0% | 1.153% | |
| 2/17/2025 | Ethic Inc. | 49,807 | $3.43M | 0.1% | N/A | 0.506% | |
| 2/17/2025 | Cetera Investment Advisers | 4,440 | $305K | 0.0% | -22.4% | 0.045% | |
| 2/14/2025 | Stifel Financial Corp | 8,876 | $611K | 0.0% | +4.9% | 0.090% | |
| 2/13/2025 | Seeds Investor LLC | 12,126 | $834K | 0.2% | +8.6% | 0.123% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 4,152 | $286K | 0.0% | -22.0% | 0.042% | |
Get the Latest News and Ratings for VOTE and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for TCW Transform 500 ETF and its competitors with MarketBeat's FREE daily newsletter. |
| 2/12/2025 | Orion Portfolio Solutions LLC | 72,191 | $4.97M | 0.0% | +8.4% | 0.734% | |
| 2/12/2025 | JPMorgan Chase & Co. | 602,943 | $41.47M | 0.0% | -5.9% | 6.127% | |
| 2/11/2025 | Modern Wealth Management LLC | 17,584 | $1.25M | 0.0% | N/A | 0.179% | |
| 2/11/2025 | Woodmont Investment Counsel LLC | 4,344 | $299K | 0.0% | +3.9% | 0.044% | |
| 2/11/2025 | Angeles Investment Advisors LLC | 765,439 | $52.65M | 2.5% | +49.9% | 7.779% | |
| 2/11/2025 | LPL Financial LLC | 8,563 | $589K | 0.0% | +121.0% | 0.087% | |
| 2/11/2025 | Millstone Evans Group LLC | 2,055 | $141K | 0.1% | N/A | 0.021% | |
| 2/10/2025 | Thrivent Financial for Lutherans | 803,360 | $56.39M | 0.1% | +1.1% | 8.164% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 5,826 | $401K | 0.0% | +18.9% | 0.059% | |
| 2/7/2025 | Sage Mountain Advisors LLC | 3,691 | $254K | 0.0% | N/A | 0.038% | |
| 2/7/2025 | Dorsey & Whitney Trust CO LLC | 183,121 | $12.60M | 0.7% | -1.3% | 1.861% | |
| 2/7/2025 | PNC Financial Services Group Inc. | 813,269 | $55.94M | 0.0% | +9.4% | 8.265% | |
| 2/5/2025 | SVB Wealth LLC | 6,090 | $419K | 0.0% | N/A | 0.062% | |
| 2/5/2025 | Sage Advisory Services Ltd.Co. | 10,746 | $739K | 0.4% | +12.7% | 0.109% | |
| 2/5/2025 | A&I Financial Services LLC | 38,818 | $2.67M | 2.6% | N/A | 0.394% | |
| 2/4/2025 | Bank of New York Mellon Corp | 45,928 | $3.16M | 0.0% | -4.5% | 0.467% | |
| 1/31/2025 | Atria Wealth Solutions Inc. | 11,973 | $824K | 0.0% | -20.7% | 0.122% | |
| 1/30/2025 | Values Added Financial LLC | 97,825 | $6.73M | 3.9% | +2.4% | 0.994% | |
| 1/24/2025 | Litman Gregory Wealth Management LLC | 194,822 | $13.40M | 1.2% | +2.9% | 1.980% | |
| 1/23/2025 | Caprock Group LLC | 4,575 | $315K | 0.0% | -3.4% | 0.046% | |
| 1/21/2025 | Brighton Jones LLC | 20,904 | $1.44M | 0.0% | -1.1% | 0.191% | |
| 1/17/2025 | Mutual Advisors LLC | 113,823 | $7.91M | 0.2% | +8.7% | 1.157% | |
| 1/17/2025 | Phoenix Wealth Advisors | 62,959 | $4.33M | 1.9% | +24.2% | 0.640% | |
| 1/16/2025 | Aspiriant LLC | 84,135 | $5.79M | 0.2% | +39.1% | 0.855% | |
| 1/16/2025 | Breakwater Investment Management | 11,344 | $780K | 0.3% | +3.9% | 0.115% | |
| 1/7/2025 | Diversified Trust Co | 9,578 | $659K | 0.0% | +100.2% | 0.097% | |
| 12/26/2024 | JPMorgan Chase & Co. | 640,586 | $42.95M | 0.0% | -2.6% | 6.510% | |
| 11/15/2024 | Orion Portfolio Solutions LLC | 66,574 | $4.46M | 0.1% | +543.7% | 0.677% | |
| 11/15/2024 | Stifel Financial Corp | 8,462 | $567K | 0.0% | N/A | 0.086% | |
| 11/8/2024 | PNC Financial Services Group Inc. | 743,107 | $49.82M | 0.0% | +7.6% | 7.552% | |
Trump’s betrayal exposed (Ad) Trump’s Final Reset
Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now. Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma |
| 11/7/2024 | Thrivent Financial for Lutherans | 794,765 | $53.28M | 0.1% | +9.3% | 8.077% | |
| 11/6/2024 | Angeles Investment Advisors LLC | 510,784 | $34.24M | 1.8% | -52.7% | 5.191% | |
| 10/28/2024 | Values Added Financial LLC | 95,570 | $6.41M | 4.0% | +1.4% | 0.971% | |
| 10/25/2024 | Mutual Advisors LLC | 104,670 | $7.09M | 0.2% | +0.3% | 1.064% | |
| 10/23/2024 | Ballentine Partners LLC | 29,623 | $1.99M | 0.0% | +8.5% | 0.301% | |
| 10/23/2024 | Fairman Group LLC | 1,035 | $69K | 0.1% | +43.4% | 0.011% | |
| 10/22/2024 | Litman Gregory Wealth Management LLC | 189,262 | $12.69M | 1.1% | +8.6% | 1.923% | |
| 10/22/2024 | Financial Insights Inc. | 107,173 | $7.19M | 2.3% | +7.0% | 1.089% | |
| 10/19/2024 | Stephens Consulting LLC | 5,844 | $392K | 0.1% | -6.5% | 0.059% | |
| 10/18/2024 | Etesian Wealth Advisors Inc. | 6,110 | $410K | 0.2% | N/A | 0.062% | |
| 10/17/2024 | Aspiriant LLC | 60,493 | $4.06M | 0.2% | +213.2% | 0.615% | |
| 10/7/2024 | Diversified Trust Co | 4,784 | $321K | 0.0% | N/A | 0.049% | |
| 8/13/2024 | Thrivent Financial for Lutherans | 727,023 | $46.22M | 0.1% | +6.6% | 7.388% | |
| 8/9/2024 | Angeles Investment Advisors LLC | 1,080,609 | $68.71M | 3.5% | +2.9% | 10.982% | |
| 8/7/2024 | Dorsey & Whitney Trust CO LLC | 186,849 | $11.88M | 0.8% | -0.5% | 1.899% | |
| 8/6/2024 | Sage Advisory Services Ltd.Co. | 9,535 | $606K | 0.2% | -16.9% | 0.097% | |
| 8/6/2024 | Ballentine Partners LLC | 27,308 | $1.74M | 0.0% | N/A | 0.278% | |
| 7/30/2024 | Values Added Financial LLC | 94,239 | $5.99M | 4.3% | -1.5% | 0.958% | |
| 7/30/2024 | Litman Gregory Wealth Management LLC | 174,350 | $11.09M | 1.0% | -0.4% | 1.772% | |
| 7/30/2024 | Stephens Consulting LLC | 6,248 | $397K | 0.1% | -3.9% | 0.063% | |
| 7/29/2024 | Fairman Group LLC | 722 | $46K | 0.0% | +117.5% | 0.007% | |
| 7/26/2024 | Bank of New York Mellon Corp | 49,756 | $3.16M | 0.0% | -6.8% | 0.506% | |
| 7/17/2024 | Phoenix Wealth Advisors | 52,583 | $3.34M | 1.7% | -2.1% | 0.534% | |
| 7/16/2024 | Financial Insights Inc. | 100,180 | $6.37M | 1.8% | +15.4% | 1.018% | |
| 5/9/2024 | Dorsey & Whitney Trust CO LLC | 187,719 | $11.50M | 0.8% | +23.2% | 1.908% | |
| 5/9/2024 | Portland Global Advisors LLC | 8,875 | $544K | 0.1% | +5.9% | 0.090% | |
| 5/2/2024 | Mutual Advisors LLC | 105,562 | $6.47M | 0.2% | +26.4% | 1.073% | |
| 4/27/2024 | Phoenix Wealth Advisors | 53,716 | $3.29M | 2.0% | -1.2% | 0.543% | |
| 4/26/2024 | Sage Advisory Services Ltd.Co. | 11,476 | $703K | 0.2% | +21.7% | 0.116% | |
| 4/26/2024 | Financial Insights Inc. | 86,827 | $5.32M | 1.5% | +17.6% | 0.877% | |
| 4/25/2024 | Values Added Financial LLC | 95,701 | $5.86M | 4.6% | +2.4% | 0.967% | |
| 4/25/2024 | Valeo Financial Advisors LLC | 10,348 | $612K | 0.0% | +14.0% | 0.105% | |
| 4/25/2024 | Cambridge Investment Research Advisors Inc. | 88,286 | $5.41M | 0.0% | +11.5% | 0.892% | |
| 4/24/2024 | Capasso Planning Partners LLC | 4,134 | $253K | 0.1% | N/A | 0.042% | |
| 4/17/2024 | Stephens Consulting LLC | 6,499 | $398K | 0.1% | +11.3% | 0.066% | |
| 3/22/2024 | PNC Financial Services Group Inc. | 583,958 | $32.48M | 0.0% | +28.0% | 5.899% | |
| 3/1/2024 | Goldman Sachs Group Inc. | 350,128 | $19.47M | 0.0% | +131.1% | 3.537% | |
| 2/14/2024 | Angeles Investment Advisors LLC | 1,014,623 | $56.43M | 3.4% | +78.7% | 10.249% | |
| 2/12/2024 | Dorsey & Whitney Trust CO LLC | 152,322 | $8.47M | 0.6% | +33.1% | 1.539% | |
| 2/9/2024 | Advisory Services Network LLC | 7,626 | $424K | 0.0% | +36.0% | 0.077% | |
| 2/9/2024 | Cambridge Investment Research Advisors Inc. | 79,159 | $4.40M | 0.0% | -8.1% | 0.800% | |
| 2/9/2024 | PNC Financial Services Group Inc. | 583,958 | $32.48M | 0.0% | +28.0% | 5.899% | |
| 2/8/2024 | Jordan Park Group LLC | 1,206,696 | $67.12M | 4.6% | -5.7% | 12.189% | |
| 2/5/2024 | Brighton Jones LLC | 21,122 | $1.18M | 0.0% | N/A | 0.213% | |
| 2/2/2024 | Atria Wealth Solutions Inc. | 4,866 | $271K | 0.0% | N/A | 0.049% | |
| 2/1/2024 | Sage Advisory Services Ltd.Co. | 9,428 | $524K | 0.1% | N/A | 0.095% | |
| 1/31/2024 | Litman Gregory Wealth Management LLC | 187,136 | $10.41M | 1.0% | -1.3% | 1.890% | |
| 1/30/2024 | Phoenix Wealth Advisors | 54,385 | $3.00M | 2.1% | +78.5% | 0.549% | |
| 1/29/2024 | Valeo Financial Advisors LLC | 9,077 | $505K | 0.0% | +25.5% | 0.092% | |
| 1/25/2024 | Financial Insights Inc. | 73,861 | $4.11M | 1.3% | +21.2% | 0.746% | |
Trump to unlock 15-figure fortune for America (May 3rd) ? (Ad) We were shown this map by former Presidential Advisor, Jim Rickards, one of the most politically connected men in America.
Rickards has spent his fifty-year career in the innermost circles of the U.S. government and banking.
And he believes Trump could soon release this frozen asset to the public.
 But something even more spectacular is bound to happen. And those who know what to expect could make |
| 1/19/2024 | Woodmont Investment Counsel LLC | 4,181 | $233K | 0.0% | N/A | 0.042% | |
| 1/18/2024 | Values Added Financial LLC | 93,427 | $5.20M | 4.3% | -8.9% | 0.944% | |
| 1/12/2024 | Mutual Advisors LLC | 83,536 | $4.65M | 0.2% | -32.2% | 0.844% | |
| 11/8/2023 | Dorsey & Whitney Trust CO LLC | 114,402 | $5.71M | 0.5% | +34.2% | 1.156% | |
| 11/8/2023 | Hirtle Callaghan & Co LLC | 15,966 | $796K | 0.0% | -12.1% | 0.161% | |
| 10/24/2023 | Cambridge Investment Research Advisors Inc. | 86,146 | $4.30M | 0.0% | -4.6% | 0.870% | |
| 10/23/2023 | SVB Wealth LLC | 6,090 | $304K | 0.0% | -6.7% | 0.062% | |
| 8/14/2023 | Jordan Park Group LLC | 1,285,016 | $66.31M | 4.4% | -0.9% | 12.980% | |
| 8/14/2023 | Thrivent Financial for Lutherans | 411,326 | $20.97M | 0.0% | -0.4% | 4.155% | |
| 8/11/2023 | JPMorgan Chase & Co. | 1,438,633 | $74.23M | 0.0% | +24.7% | 14.532% | |
