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The Advisors' Inner Circle Fund III Democratic Large Cap Core ETF
DEMZ
DEMZ
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Osaic Holdings
Scottsdale,
Arizona
| $2.34M | +$2.13M | +76,912 | +3,763% |
|
2
Envestnet Portfolio Solutions
Chicago,
Illinois
| $2.28M | +$2.15M | +77,456 | New |
|
3
Maxwell Wealth Strategies
Pleasanton,
California
| $1.61M | +$1.52M | +54,772 | New |
|
4
Citadel Advisors
Miami,
Florida
| $472K | +$445K | +16,050 | New |
|
|
SC
5
Steph & Co
Marinette,
Wisconsin
| $128K | – | – | – |
|
6
Mendota Financial Group
Madison,
Wisconsin
| $118K | – | – | – |
|
7
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $69.4K | +$64.6K | +2,333 | New |
|
8
Bartlett & Co
Cincinnati,
Ohio
| $69K | +$64.6K | +2,333 | New |
|
9
US Bancorp
Minneapolis,
Minnesota
| $66.5K | – | – | – |
|
10
Advisornet Financial
Minnetonka,
Minnesota
| $35.7K | -$970 | -35 | -3% |
|
11
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $31K | +$3.85K | +139 | +15% |
|
12
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $13K | – | – | – |
|
13
Allworth Financial
Folsom,
California
| $5.06K | – | – | – |
|
14
UBS Group
Zurich,
Switzerland
| $500 | -$25K | -903 | -98% |
|