| 8/15/2025 | Orion Porfolio Solutions LLC | 136,885 | $9.96M | 0.1% | +81.5% | 1.220% | |
| 8/15/2025 | Modern Wealth Management LLC | 23,329 | $1.70M | 0.0% | +35.3% | 0.208% | |
| 8/15/2025 | Bank of America Corp DE | 167,212 | $12.16M | 0.0% | -7.5% | 1.490% | |
| 8/14/2025 | Raymond James Financial Inc. | 2,417 | $176K | 0.0% | N/A | 0.022% | |
| 8/13/2025 | Per Stirling Capital Management LLC. | 5,969 | $434K | 0.1% | -3.7% | 0.053% | |
| 8/13/2025 | Gateway Wealth Partners LLC | 33,955 | $2.47M | 0.5% | N/A | 0.303% | |
| 8/13/2025 | Portland Global Advisors LLC | 4,500 | $327K | 0.0% | -3.7% | 0.040% | |
| 8/12/2025 | Seeds Investor LLC | 10,600 | $771K | 0.2% | -15.7% | 0.094% | |
| 8/12/2025 | JPMorgan Chase & Co. | 578,563 | $42.09M | 0.0% | -1.4% | 5.157% | |
| 8/11/2025 | Angeles Investment Advisors LLC | 1,054,544 | $76.71M | 4.3% | +22.3% | 9.399% | |
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. |
| 8/11/2025 | Dorsey & Whitney Trust CO LLC | 185,099 | $13.46M | 0.7% | +1.3% | 1.650% | |
| 8/8/2025 | MJP Associates Inc. ADV | 8,417 | $612K | 0.1% | +12.1% | 0.075% | |
| 8/8/2025 | Creative Planning | 12,515 | $910K | 0.0% | +2.2% | 0.112% | |
| 8/8/2025 | Phoenix Wealth Advisors | 33,921 | $2.47M | 1.0% | -44.2% | 0.302% | |
| 8/8/2025 | PNC Financial Services Group Inc. | 1,016,587 | $73.95M | 0.0% | +20.5% | 9.060% | |
| 7/31/2025 | Schneider Downs Wealth Management Advisors LP | 2,974 | $216K | 0.0% | N/A | 0.027% | |
| 7/30/2025 | Ethic Inc. | 278,514 | $20.17M | 0.4% | +41.4% | 2.482% | |
| 7/29/2025 | Aspiriant LLC | 102,247 | $7.44M | 0.2% | +9.3% | 0.911% | |
| 7/28/2025 | Fairman Group LLC | 2,308 | $168K | 0.1% | +123.0% | 0.021% | |
| 7/28/2025 | Mutual Advisors LLC | 124,320 | $9.32M | 0.2% | -2.3% | 1.108% | |
| 7/24/2025 | Etesian Wealth Advisors Inc. | 10,233 | $744K | 0.3% | +24.8% | 0.091% | |
| 7/23/2025 | Values Added Financial LLC | 99,375 | $7.23M | 3.5% | +0.9% | 0.886% | |
| 7/23/2025 | Litman Gregory Wealth Management LLC | 189,634 | $13.79M | 1.1% | -3.8% | 1.690% | |
| 7/22/2025 | Financial Insights Inc. | 71,842 | $5.23M | 1.9% | -32.2% | 0.640% | |
| 7/15/2025 | Ridgecrest Wealth Partners LLC | 5,028 | $366K | 0.2% | +12.9% | 0.045% | |
| 7/14/2025 | AdvisorNet Financial Inc | 975 | $71K | 0.0% | +16.8% | 0.009% | |
| 7/14/2025 | A&I Financial Services LLC | 43,258 | $3.15M | 1.8% | +4.7% | 0.386% | |
| 7/11/2025 | Farther Finance Advisors LLC | 1,197 | $87K | 0.0% | N/A | 0.011% | |
| 5/29/2025 | Plum Street Advisors LLC | 24,493 | $1.60M | 0.8% | +221.3% | 0.222% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 376,316 | $24.61M | 0.0% | +1.0% | 3.354% | |
| 5/16/2025 | Tolleson Wealth Management Inc. | 66,650 | $4.36M | 0.8% | +0.5% | 0.604% | |
| 5/16/2025 | Angeles Investment Advisors LLC | 861,919 | $56.36M | 3.0% | +12.6% | 7.807% | |
| 5/15/2025 | Focus Partners Advisor Solutions LLC | 4,896 | $320K | 0.0% | +16.9% | 0.044% | |
| 5/15/2025 | Centric Wealth Management | 4,844 | $317K | 0.1% | N/A | 0.044% | |
| 5/14/2025 | Phoenix Wealth Advisors | 60,809 | $3.98M | 1.7% | -3.4% | 0.551% | |
| 5/14/2025 | Dorsey & Whitney Trust CO LLC | 182,749 | $11.95M | 0.7% | -0.2% | 1.655% | |
| 5/13/2025 | Ethic Inc. | 196,977 | $12.94M | 0.3% | +295.5% | 1.784% | |
| 5/12/2025 | Hirtle Callaghan & Co LLC | 16,528 | $1.08M | 0.0% | +3.5% | 0.150% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 843,901 | $55.18M | 0.0% | +3.8% | 7.686% | |
| 5/7/2025 | Portland Global Advisors LLC | 4,675 | $306K | 0.0% | -35.7% | 0.043% | |
BREAKING: The House just passed 3 pro-crypto bills! (Ad) THREE pro-crypto bills just passed the House! Now, experts believe altcoin season is officially here.  Discover the under-the-radar project I believe will skyrocket as a result. |
| 5/6/2025 | Cetera Investment Advisers | 3,277 | $214K | 0.0% | -26.2% | 0.030% | |
| 5/6/2025 | Advisor OS LLC | 7,508 | $491K | 0.1% | N/A | 0.068% | |
| 5/2/2025 | Litman Gregory Wealth Management LLC | 197,062 | $12.89M | 1.1% | +1.1% | 1.795% | |
| 5/1/2025 | A&I Financial Services LLC | 41,298 | $2.70M | 1.8% | +6.4% | 0.376% | |
| 4/30/2025 | MJP Associates Inc. ADV | 7,508 | $491K | 0.1% | N/A | 0.068% | |
| 4/30/2025 | Valeo Financial Advisors LLC | 9,756 | $638K | 0.0% | -4.9% | 0.089% | |
| 4/29/2025 | Bank of New York Mellon Corp | 42,183 | $2.76M | 0.0% | -8.2% | 0.384% | |
| 4/29/2025 | Values Added Financial LLC | 98,493 | $6.44M | 3.6% | +0.7% | 0.897% | |
| 4/28/2025 | Mutual Advisors LLC | 127,218 | $8.22M | 0.2% | +11.8% | 1.159% | |
| 4/28/2025 | Rossby Financial LCC | 497 | $32K | 0.0% | N/A | 0.005% | |
| 4/25/2025 | Financial Insights Inc. | 106,023 | $6.93M | 2.8% | -8.2% | 0.966% | |
| 4/24/2025 | Etesian Wealth Advisors Inc. | 8,199 | $536K | 0.2% | +34.2% | 0.075% | |
| 4/22/2025 | Ridgecrest Wealth Partners LLC | 4,453 | $291K | 0.2% | +31.8% | 0.041% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 73,941 | $4.84M | 0.0% | -5.3% | 0.673% | |
| 4/21/2025 | Aspiriant LLC | 93,543 | $6.12M | 0.2% | +11.2% | 0.852% | |
| 4/17/2025 | Brighton Jones LLC | 21,613 | $1.41M | 0.0% | +3.4% | 0.197% | |
| 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% | |
| 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% | |
Market Panic: Trump Just Dropped a Bomb on Your Stocks (Ad) tock Market Panic: Trump Just Dropped a Bomb on Your Stocks
The market is in freefall—and Trump's new tariffs just lit the fuse.
Millions of investors are blindsided as stocks plunge… but this is only Phase 1.
If you're still holding the wrong assets, you could lose 30% or more in the coming weeks. Don't wait for the next drop to wipe you out. Get the FREE Guide Before Markets Open Tomorrow |
| 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% | |
| 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% | |
MarketBeat All Access