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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 2.23 M +USD 26.3 k +731 +1%
Creative Planning
2
Creative Planning
Kansas
USD 1.92 M +USD 2.03 M +56,238 Nuevas
Osaic Holdings
3
Osaic Holdings
Arizona
USD 1.14 M +USD 59.2 k +1,644 +5%
MCF Advisors
4
MCF Advisors
Kentucky
USD 380 k +USD 541 +15 +0.1%
Accordant Advisory Group
5
Accordant Advisory Group
Maryland
USD 356 k – – –
Citadel Advisors
6
Citadel Advisors
Florida
USD 206 k +USD 218 k +6,038 Nuevas
SC
7
Steph & Co
Wisconsin
USD 138 k -USD 3.57 k -99 -2%
US Bancorp
8
US Bancorp
Minnesota
USD 77.3 k – – –
Advisornet Financial
9
Advisornet Financial
Minnesota
USD 55.4 k +USD 18.6 k +516 +47%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
USD 37 k +USD 216 +6 +0.6%
Morgan Stanley
11
Morgan Stanley
New York
USD 23.4 k +USD 6.74 k +187 +38%
Mendota Financial Group
12
Mendota Financial Group
Wisconsin
USD 22.9 k -USD 118 k -3,274 -83%
Johnson Financial Group Inc (Wisconsin)
13
Johnson Financial Group Inc (Wisconsin)
Wisconsin
USD 14.9 k – – –
Farther Finance Advisors
14
Farther Finance Advisors
California
USD 11.7 k +USD 12.3 k +340 Nuevas
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
USD 9 k +USD 9.08 k +252 Nuevas
Innovative Advisory Group
16
Innovative Advisory Group
Massachusetts
USD 6.42 k +USD 36 +1 +0.5%
Allworth Financial
17
Allworth Financial
California
USD 5.9 k – – –
Jane Street
18
Jane Street
New York
– -USD 289 k -8,041 Cerradas
UBS Group
19
UBS Group
Switzerland
– -USD 58.8 k -1,636 Cerradas
Financially Speaking
20
Financially Speaking
Colorado
– -USD 44.8 k -1,247 Cerradas
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
– -USD 11.9 k -332 Cerradas
Wells Fargo
22
Wells Fargo
California
– -USD 1.26 k -35 Cerradas
Tower Research Capital (TRC)
23
Tower Research Capital (TRC)
New York
– -USD 144 -4 Cerradas