TCW ETF TRUST

Ticker: VOTE CUSIP: 29287L106 Class: TRANSFRM 500 ETF

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
Betterment LLC1,572,590$126
PNC Financial Services Group, Inc.1,092,021$87,605
Angeles Investment Advisors, LLC801,039$64,262
Thrivent Financial for Lutherans775,453$63
JPMORGAN CHASE & CO528,431$42,392
GOLDMAN SACHS GROUP INC378,240$30,344
Ethic Inc.365,507$29,322
Dorsey & Whitney Trust CO LLC189,410$15,195
BANK OF AMERICA CORP /DE/176,564$14,164
Litman Gregory Wealth Management LLC176,249$14,139
Brinker Capital Investments, LLC162,935$13,071
ASPIRIANT, LLC130,776$10,491
Mutual Advisors, LLC125,146$10,040
MORGAN STANLEY124,662$10,001
Pathstone Holdings, LLC111,150$8,917
Values Added Financial LLC86,620$6,949
Cambridge Investment Research Advisors, Inc.75,376$6
Tolleson Wealth Management, Inc.67,303$5,399
Gateway Wealth Partners, LLC48,962$3,928
AI Financial Services LLC45,105$3,618
Bank of New York Mellon Corp40,023$3,211
Plum Street Advisors, LLC33,941$2,723
Phoenix Wealth Advisors32,677$2,621
MONETA GROUP INVESTMENT ADVISORS LLC32,133$2,578
Ballentine Partners, LLC29,820$2,392
LPL Financial LLC28,778$2,309
Modern Wealth Management, LLC28,367$2,276
Kestra Advisory Services, LLC17,934$1,439
Hirtle Callaghan & Co LLC16,911$1,357
MISSION WEALTH MANAGEMENT, LP16,846$1,351
Creative Planning16,820$1,349
SEEDS INVESTOR LLC16,132$1,294
OSAIC HOLDINGS, INC.15,622$1,253
COMMONWEALTH EQUITY SERVICES, LLC13,407$1,076
Etesian Wealth Advisors, Inc.12,038$966
Breakwater Investment Management11,396$914
Sage Advisory Services, Ltd.Co.10,494$842
Diversified Trust Co9,578$768
GTS SECURITIES LLC8,833$709
STIFEL FINANCIAL CORP8,763$703
Ashton Thomas Private Wealth, LLC8,455$678
Valeo Financial Advisors, LLC8,451$678
Fiduciary Trust Co8,420$675
Premier Financial Group8,050$649
MJP ASSOCIATES INC /ADV7,979$640
Advisor OS, LLC7,979$640
Sonoma Allocations LLC7,961$650
ALPHA CAPITAL ADVISORS INC /ADV7,214$588
Per Stirling Capital Management, LLC.5,969$479
Buckingham Strategic Partners5,320$427
RAINIER FAMILY WEALTH INC5,302$425
RIDGECREST WEALTH PARTNERS, LLC5,028$403
Pearl Planning LLC4,761$382
Caprock Group, LLC4,626$371
Rockefeller Capital Management L.P.4,539$364
Portland Global Advisors LLC4,223$339
UBS Group AG4,170$335
AQR CAPITAL MANAGEMENT LLC3,892$312
Sage Mountain Advisors LLC3,691$296
Stark Wealth Management LLC3,480$279
Krilogy Financial LLC3,334$271
Schneider Downs Wealth Management Advisors, LP2,974$239
Fairman Group, LLC2,308$185
Millstone Evans Group, LLC2,063$166
MAI Capital Management1,987$159
WOLFF WIESE MAGANA LLC1,551$124
Farther Finance Advisors, LLC1,179$95
AdvisorNet Financial, Inc1,154$93
Rossby Financial, LCC1,094$88
Legacy Wealth Managment, LLC/ID1,080$87
Tower Research Capital LLC (TRC)1,007$81
Capital Analysts, LLC1,001$0
CIBC Private Wealth Group, LLC1,000$80
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC923$74
ROYAL BANK OF CANADA700$56
SHP Wealth Management646$52
FMR LLC597$48
NATIONAL BANK OF CANADA /FI/500$40
Russell Investments Group, Ltd.449$36
Atlantic Union Bankshares Corp314$25
HALBERT HARGROVE GLOBAL ADVISORS, LLC232$19
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO192$15
MASECO LLP181$15
GoalVest Advisory LLC135$11
ASSETMARK, INC132$11
BLUELINE ADVISORS LLC117$9
RESOURCES MANAGEMENT CORP /CT/ /ADV112$0
CWM, LLC100$0
Bogart Wealth, LLC84$7
Root Financial Partners, LLC77$6
Financial Connections Group, Inc.70$0
US BANCORP \DE\50$4
Asset Dedication, LLC6$0
Godfrey Financial Associates, Inc.6$0
Dunhill Financial, LLC5$0
WELLS FARGO & COMPANY/MN3$0
Golden State Wealth Management, LLC1$0
Total (97 institutions)7,580,926$413,871