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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 2.55 M +USD 131 k +3,267 +6%
Creative Planning
2
Creative Planning
Kansas
USD 2.37 M +USD 22.4 k +558 +1%
Osaic Holdings
3
Osaic Holdings
Arizona
USD 1.46 M -USD 2.93 M -72,886 -68%
MCF Advisors
4
MCF Advisors
Kentucky
USD 469 k – – –
Accordant Advisory Group
5
Accordant Advisory Group
Maryland
USD 435 k – – –
First Heartland Consultants
6
First Heartland Consultants
Missouri
USD 201 k +USD 193 k +4,800 Nuevas
SC
7
Steph & Co
Wisconsin
USD 175 k – – –
Advisornet Financial
8
Advisornet Financial
Minnesota
USD 159 k -USD 6.51 k -162 -4%
US Bancorp
9
US Bancorp
Minnesota
USD 94.5 k – – –
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
USD 79 k +USD 19.4 k +483 +34%
Financially Speaking
11
Financially Speaking
Colorado
USD 53.2 k – – –
Mendota Financial Group
12
Mendota Financial Group
Wisconsin
USD 28 k – – –
Morgan Stanley
13
Morgan Stanley
New York
USD 27 k -USD 1.08 k -27 -4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
USD 23 k -USD 1 k -25 -4%
Johnson Financial Group Inc (Wisconsin)
15
Johnson Financial Group Inc (Wisconsin)
Wisconsin
USD 18.3 k – – –
Farther Finance Advisors
16
Farther Finance Advisors
California
USD 14.2 k – – –
Innovative Advisory Group
17
Innovative Advisory Group
Massachusetts
USD 7.84 k – – –
Allworth Financial
18
Allworth Financial
California
USD 7.29 k – – –
Winnow Wealth
19
Winnow Wealth
Texas
– -USD 405 k -10,400 Cerradas