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The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF

Nombre Posición Valor operado Cambio en
acciones
Cambio en la
participación
Osaic Holdings
1
Osaic Holdings
Arizona
USD 3.17 M +USD 523 k +16,682 +21%
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
USD 2.87 M +USD 286 k +9,115 +12%
Maxwell Wealth Strategies
3
Maxwell Wealth Strategies
California
USD 1.81 M +USD 9.18 k +293 +0.5%
Accordant Advisory Group
4
Accordant Advisory Group
Maryland
USD 345 k +USD 326 k +10,400 Nuevas
SC
5
Steph & Co
Wisconsin
USD 144 k – – –
Mendota Financial Group
6
Mendota Financial Group
Wisconsin
USD 133 k – – –
US Bancorp
7
US Bancorp
Minnesota
USD 75 k – – –
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
USD 40 k +USD 4.2 k +134 +13%
Advisornet Financial
9
Advisornet Financial
Minnesota
USD 37.8 k -USD 2.35 k -75 -6%
Johnson Financial Group Inc (Wisconsin)
10
Johnson Financial Group Inc (Wisconsin)
Wisconsin
USD 14.5 k – – –
Morgan Stanley
11
Morgan Stanley
New York
USD 6.7 k +USD 6.3 k +201 Nuevas
Allworth Financial
12
Allworth Financial
California
USD 5.75 k +USD 63 +2 +1%
Citadel Advisors
13
Citadel Advisors
Florida
– -USD 472 k -16,050 Cerradas
Bartlett & Co Wealth Management
14
Bartlett & Co Wealth Management
Ohio
– -USD 69.4 k -2,333 Cerradas
UBS Group
15
UBS Group
Switzerland
– -USD 500 -17 Cerradas