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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
| $3.17M | +$523K | +16,682 | +21% |
|
2
Envestnet Portfolio Solutions
Chicago,
Illinois
| $2.87M | +$286K | +9,115 | +12% |
|
3
Maxwell Wealth Strategies
Pleasanton,
California
| $1.81M | +$9.18K | +293 | +0.5% |
|
4
Accordant Advisory Group
Annapolis,
Maryland
| $345K | +$326K | +10,400 | New |
|
|
SC
5
Steph & Co
Marinette,
Wisconsin
| $144K | – | – | – |
|
6
Mendota Financial Group
Madison,
Wisconsin
| $133K | – | – | – |
|
7
US Bancorp
Minneapolis,
Minnesota
| $75K | – | – | – |
|
8
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $40K | +$4.2K | +134 | +13% |
|
9
Advisornet Financial
Minnetonka,
Minnesota
| $37.8K | -$2.35K | -75 | -6% |
|
10
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $14.5K | – | – | – |
|
11
Morgan Stanley
New York
| $6.7K | +$6.3K | +201 | New |
|
12
Allworth Financial
Folsom,
California
| $5.75K | +$63 | +2 | +1% |
|
13
Citadel Advisors
Miami,
Florida
| – | -$472K | -16,050 | Closed |
|
14
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| – | -$69.4K | -2,333 | Closed |
|
15
UBS Group
Zurich,
Switzerland
| – | -$500 | -17 | Closed |
|