UNITED CAPITAL FINANCIAL ADVISERS, LLC

Q2 2022 13F Detailed Holdings

Location
Newport Beach, CA
Holdings as of
6/30/2022
Value ($000)
$18,215,580
Num holdings
1,119
Date filed
8/11/2022
Form type
13F-HR
Prev filing
5/16/2022
Next filing
11/14/2022
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 GROUP, INC. 028-04981
2 IMD HOLDINGS, LLC
3 UNITED CAPITAL FINANCIAL PARTNERS, INC. 028-13541