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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 4.2 M +USD 2.66 M +74,533 +224%
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
USD 2.25 M -USD 270 k -7,561 -12%
Creative Planning
3
Creative Planning
Kansas
USD 2.19 M – – –
MCF Advisors
4
MCF Advisors
Kentucky
USD 437 k +USD 2.92 k +82 +0.7%
Accordant Advisory Group
5
Accordant Advisory Group
Maryland
USD 405 k – – –
Winnow Wealth
6
Winnow Wealth
Texas
USD 405 k +USD 371 k +10,400 Nuevas
SC
7
Steph & Co
Wisconsin
USD 163 k +USD 5.35 k +150 +4%
Advisornet Financial
8
Advisornet Financial
Minnesota
USD 154 k +USD 83.4 k +2,340 +144%
US Bancorp
9
US Bancorp
Minnesota
USD 88.1 k – – –
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
USD 55 k +USD 11.9 k +333 +31%
Financially Speaking
11
Financially Speaking
Colorado
USD 49.6 k +USD 45.4 k +1,274 Nuevas
Morgan Stanley
12
Morgan Stanley
New York
USD 26.3 k -USD 392 -11 -2%
Mendota Financial Group
13
Mendota Financial Group
Wisconsin
USD 26.1 k – – –
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
USD 22 k +USD 11.6 k +324 +129%
Johnson Financial Group Inc (Wisconsin)
15
Johnson Financial Group Inc (Wisconsin)
Wisconsin
USD 17 k – – –
Farther Finance Advisors
16
Farther Finance Advisors
California
USD 13.2 k – – –
Innovative Advisory Group
17
Innovative Advisory Group
Massachusetts
USD 7.31 k – – –
Allworth Financial
18
Allworth Financial
California
USD 6.8 k – – –
Citadel Advisors
19
Citadel Advisors
Florida
– -USD 206 k -6,038 Cerradas