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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
Envestnet Portfolio Solutions
Chicago,
Illinois
| $2.84M | -$129K | -3,915 | -5% |
|
|
MWS
2
Maxwell Wealth Strategies
Pleasanton,
California
| $1.88M | -$12.1K | -367 | -0.7% |
|
3
Osaic Holdings
Scottsdale,
Arizona
| $1.26M | -$1.95M | -59,048 | -62% |
|
|
AAG
4
Accordant Advisory Group
Annapolis,
Maryland
| $357K | – | – | – |
|
|
WS
5
Wedbush Securities
Los Angeles,
California
| $206K | +$198K | +6,000 | New |
|
|
SC
6
Steph & Co
Marinette,
Wisconsin
| $142K | -$6.63K | -201 | -5% |
|
|
MFG
7
Mendota Financial Group
Madison,
Wisconsin
| $137K | – | – | – |
|
8
US Bancorp
Minneapolis,
Minnesota
| $77.6K | – | – | – |
|
|
AF
9
Advisornet Financial
Minnetonka,
Minnesota
| $39.1K | – | – | – |
|
10
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $37K | -$4.16K | -126 | -11% |
|
11
Morgan Stanley
New York
| $19.8K | +$12.3K | +374 | +186% |
|
|
JFGIW
12
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $15K | – | – | – |
|
|
AF
13
Allworth Financial
Folsom,
California
| $5.93K | – | – | – |
|
14
Wells Fargo
San Francisco,
California
| $515 | +$495 | +15 | New |
|