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Institutional Investment Manager
UNITED CAPITAL FINANCIAL ADVISORS, LLC
UNITED CAPITAL FINANCIAL ADVISORS, LLC (CIK: 0001463217) incorporated in Delaware, located at 125 E John Carpenter Frwy, Irving, TX. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q1)
Portfolio Summary: 1,213 holdings with a total value of $9,068,802,000.
#
Name
Shares
Value ($)
%
Options
Notes
1201 ISHARES TR 965,782 97,177,000 1.07%
1202 DBX ETF TR 3,839,780 98,068,000 1.08%
1203 VANGUARD MALVERN FDS 2,335,132 114,725,000 1.27%
1204 SCHWAB US TIPS ETF 2,144,251 119,070,000 1.31%
1205 ISHARES INC 3,052,447 127,043,000 1.40%
1206 ISHARES TR 1,210,368 134,164,000 1.48%
1207 VANGUARD INDEX FDS 1,345,852 143,266,000 1.58%
1208 VANGUARD INDEX FDS 1,787,265 147,253,000 1.62%
1209 APPLE INC 1,699,578 185,271,000 2.04%
1210 ISHARES TR 3,801,990 202,038,000 2.23%
1211 ISHARES TR 1,018,877 210,985,000 2.33%
1212 ISHARES TR 7,800,264 351,246,000 3.87%
1213 ISHARES U S ETF TR 12,645,622 633,040,000 6.98%
Page 25 of 25

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001463217-16-000012, filed 2016.05.11).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.