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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
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
USD 2.15 M -USD 796 k -22,961 -28%
Maxwell Wealth Strategies
2
Maxwell Wealth Strategies
California
USD 1.97 M +USD 21.2 k +613 +1%
Osaic Holdings
3
Osaic Holdings
Arizona
USD 1.15 M -USD 156 k -4,487 -12%
Accordant Advisory Group
4
Accordant Advisory Group
Maryland
USD 374 k – – –
Wedbush Securities
5
Wedbush Securities
California
USD 216 k – – –
SC
6
Steph & Co
Wisconsin
USD 149 k – – –
Mendota Financial Group
7
Mendota Financial Group
Wisconsin
USD 142 k -USD 1.98 k -57 -1%
US Bancorp
8
US Bancorp
Minnesota
USD 81.3 k – – –
Advisornet Financial
9
Advisornet Financial
Minnesota
USD 41 k – – –
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
USD 38 k – – –
Morgan Stanley
11
Morgan Stanley
New York
USD 27.3 k +USD 6.38 k +184 +32%
Johnson Financial Group Inc (Wisconsin)
12
Johnson Financial Group Inc (Wisconsin)
Wisconsin
USD 15.7 k – – –
Allworth Financial
13
Allworth Financial
California
USD 6.24 k – – –
Wells Fargo
14
Wells Fargo
California
USD 1.26 k +USD 693 +20 +133%