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

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
USD 2.32 M +USD 176 k +4,819 +8%
Maxwell Wealth Strategies
2
Maxwell Wealth Strategies
California
USD 1.99 M – – –
Osaic Holdings
3
Osaic Holdings
Arizona
USD 1.14 M -USD 16.4 k -449 -1%
MCF Advisors
4
MCF Advisors
Kentucky
USD 401 k +USD 405 k +11,112 Nuevas
Accordant Advisory Group
5
Accordant Advisory Group
Maryland
USD 374 k – – –
Jane Street
6
Jane Street
New York
USD 289 k +USD 293 k +8,041 Nuevas
SC
7
Steph & Co
Wisconsin
USD 149 k – – –
Mendota Financial Group
8
Mendota Financial Group
Wisconsin
USD 142 k – – –
US Bancorp
9
US Bancorp
Minnesota
USD 81.3 k – – –
UBS Group
10
UBS Group
Switzerland
USD 58.8 k +USD 59.6 k +1,636 Nuevas
Financially Speaking
11
Financially Speaking
Colorado
USD 44.8 k +USD 45.5 k +1,247 Nuevas
Advisornet Financial
12
Advisornet Financial
Minnesota
USD 39.7 k -USD 1.28 k -35 -3%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
USD 38 k – – –
Morgan Stanley
14
Morgan Stanley
New York
USD 17.9 k -USD 9.5 k -261 -34%
Johnson Financial Group Inc (Wisconsin)
15
Johnson Financial Group Inc (Wisconsin)
Wisconsin
USD 16.2 k – – –
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
USD 11.9 k +USD 12.1 k +332 Nuevas
Innovative Advisory Group
17
Innovative Advisory Group
Massachusetts
USD 6.71 k +USD 6.82 k +187 Nuevas
Allworth Financial
18
Allworth Financial
California
USD 6.53 k – – –
Wells Fargo
19
Wells Fargo
California
USD 1.26 k – – –
Tower Research Capital (TRC)
20
Tower Research Capital (TRC)
New York
USD 144 +USD 146 +4 Nuevas
Wedbush Securities
21
Wedbush Securities
California
– -USD 216 k -6,000 Cerradas