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Columbia Research Enhanced Core ETF
RECS

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
LPL Financial
1
LPL Financial
California
USD 939 M +USD 69.2 M +1,632,049 +8%
Ameriprise
2
Ameriprise
Minnesota
USD 643 M -USD 8.89 M -209,892 -1%
Morgan Stanley
3
Morgan Stanley
New York
USD 305 M +USD 36 M +850,152 +14%
Raymond James Financial
4
Raymond James Financial
Florida
USD 254 M +USD 8.89 M +209,710 +4%
Bank of America
5
Bank of America
North Carolina
USD 227 M -USD 17 M -401,248 -7%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
USD 156 M +USD 14.8 M +350,326 +11%
Osaic Holdings
7
Osaic Holdings
Arizona
USD 142 M +USD 10.2 M +241,819 +8%
Wells Fargo
8
Wells Fargo
California
USD 125 M +USD 17.4 M +410,804 +17%
Gradient Investments
9
Gradient Investments
Minnesota
USD 104 M +USD 3.86 M +90,999 +4%
Bogart Wealth LLC
10
Bogart Wealth LLC
Virginia
USD 101 M +USD 2.23 M +52,602 +2%
Stratos Investment Management
11
Stratos Investment Management
Ohio
USD 92.6 M +USD 1.59 M +37,535 +2%
Ameritas Advisory Services
12
Ameritas Advisory Services
Nebraska
USD 72.8 M +USD 41.5 M +980,386 +140%
Amplius Wealth Advisors
13
Amplius Wealth Advisors
Pennsylvania
USD 72.5 M +USD 514 k +12,124 +0.7%
Stratos Wealth Partners
14
Stratos Wealth Partners
Ohio
USD 72 M +USD 4.11 M +97,101 +6%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
USD 64 M +USD 1.94 M +45,876 +3%
DA
16
Drake & Associates
Wisconsin
USD 54.2 M +USD 3.9 M +92,006 +8%
Scarborough Advisors
17
Scarborough Advisors
Maryland
USD 52 M +USD 28.2 M +664,364 +123%
Daymark Wealth Partners
18
Daymark Wealth Partners
Ohio
USD 49 M +USD 6.81 M +160,602 +17%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
USD 48.4 M -USD 2.33 M -55,101 -5%
JP Morgan Chase
20
JP Morgan Chase
New York
USD 45.2 M +USD 6.59 M +155,421 +17%
Mason & Associates (California)
21
Mason & Associates (California)
California
USD 43.6 M -USD 1.07 M -25,286 -2%
Jones Financial Companies
22
Jones Financial Companies
Missouri
USD 42.8 M +USD 5.38 M +126,884 +15%
UBS Group
23
UBS Group
Switzerland
USD 37.4 M +USD 653 k +15,420 +2%
SWAG
24
Spectrum Wealth Advisory Group
California
USD 37.1 M +USD 1.18 M +27,822 +3%
Stadion Money Management
25
Stadion Money Management
Georgia
USD 34.2 M -USD 869 k -20,500 -3%
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