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

名前 保有額 取引額 株数
増減
保有比率の
変化
Osaic Holdings
1
Osaic Holdings
Arizona
$317万 +$52.3万 +16,682 +21%
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$287万 +$28.6万 +9,115 +12%
Maxwell Wealth Strategies
3
Maxwell Wealth Strategies
California
$181万 +$9,179 +293 +0.5%
Accordant Advisory Group
4
Accordant Advisory Group
Maryland
$34.5万 +$32.6万 +10,400 新規
SC
5
Steph & Co
Wisconsin
$14.4万 – – –
Mendota Financial Group
6
Mendota Financial Group
Wisconsin
$13.3万 – – –
US Bancorp
7
US Bancorp
Minnesota
$7.5万 – – –
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$4万 +$4,198 +134 +13%
Advisornet Financial
9
Advisornet Financial
Minnesota
$3.78万 -$2,350 -75 -6%
Johnson Financial Group Inc (Wisconsin)
10
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.45万 – – –
Morgan Stanley
11
Morgan Stanley
New York
$6,696 +$6,297 +201 新規
Allworth Financial
12
Allworth Financial
California
$5,754 +$63 +2 +1%
Citadel Advisors
13
Citadel Advisors
Florida
– -$47.2万 -16,050 解消
Bartlett & Co Wealth Management
14
Bartlett & Co Wealth Management
Ohio
– -$6.94万 -2,333 解消
UBS Group
15
UBS Group
Switzerland
– -$500 -17 解消