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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
| $2.15M | -$796K | -22,961 | -28% |
|
2
Maxwell Wealth Strategies
Pleasanton,
California
| $1.97M | +$21.2K | +613 | +1% |
|
3
Osaic Holdings
Scottsdale,
Arizona
| $1.15M | -$156K | -4,487 | -12% |
|
4
Accordant Advisory Group
Annapolis,
Maryland
| $374K | – | – | – |
|
5
Wedbush Securities
Los Angeles,
California
| $216K | – | – | – |
|
|
SC
6
Steph & Co
Marinette,
Wisconsin
| $149K | – | – | – |
|
7
Mendota Financial Group
Madison,
Wisconsin
| $142K | -$1.98K | -57 | -1% |
|
8
US Bancorp
Minneapolis,
Minnesota
| $81.3K | – | – | – |
|
9
Advisornet Financial
Minnetonka,
Minnesota
| $41K | – | – | – |
|
10
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $38K | – | – | – |
|
11
Morgan Stanley
New York
| $27.3K | +$6.38K | +184 | +32% |
|
12
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| $15.7K | – | – | – |
|
13
Allworth Financial
Folsom,
California
| $6.24K | – | – | – |
|
14
Wells Fargo
San Francisco,
California
| $1.26K | +$693 | +20 | +133% |
|