UNITED CAPITAL FINANCIAL ADVISERS, LLC

Q1 2022 13F Detailed Holdings

Location
Newport Beach, CA
Holdings as of
3/31/2022
Value ($000)
$20,580,751
Num holdings
1,160
Date filed
5/16/2022
Form type
13F-HR
Prev filing
2/14/2022
Next filing
8/11/2022
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 GOLDMAN SACHS GORUP, INC. 028-04981
2 IMD HOLDINGS, LLC
3 UNITED CAPITAL FINANCIAL PARTNERS, INC. 028-13541