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Columbia Research Enhanced Core ETF
RECS

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
BlueStem Wealth Partners
26
BlueStem Wealth Partners
Minnesota
USD 33.1 M -USD 4.09 M -96,522 -11%
TCTWM
27
Three Cord True Wealth Management
Pennsylvania
USD 30.6 M +USD 1.77 M +41,753 +6%
KWB Wealth
28
KWB Wealth
California
USD 27.5 M +USD 6.3 M +148,675 +31%
MML Investors Services
29
MML Investors Services
Massachusetts
USD 25.8 M +USD 4.98 M +117,445 +25%
Trajan Wealth
30
Trajan Wealth
Arizona
USD 23.1 M +USD 120 k +2,843 +0.5%
Gladstone Institutional Advisory
31
Gladstone Institutional Advisory
Florida
USD 23 M +USD 3.25 M +76,664 +17%
TWP
32
Tower Wealth Partners
Pennsylvania
USD 22.1 M +USD 221 k +5,226 +1%
RMS
33
Retirement Management Systems
Maryland
USD 21.3 M +USD 1.38 M +32,456 +7%
ARQ Wealth Advisors
34
ARQ Wealth Advisors
Arizona
USD 20.8 M +USD 5.57 M +131,469 +39%
Sun Life Financial
35
Sun Life Financial
Ontario, Canada
USD 20.7 M +USD 20.3 M +478,020 Nuevas
Centaurus Financial
36
Centaurus Financial
California
USD 20.2 M -USD 114 k -2,687 -0.6%
Heck Capital Advisors
37
Heck Capital Advisors
Wisconsin
USD 18.9 M +USD 266 k +6,273 +1%
Kestra Private Wealth Services
38
Kestra Private Wealth Services
Texas
USD 18.7 M +USD 631 k +14,880 +4%
Essex Financial Services
39
Essex Financial Services
Connecticut
USD 17 M -USD 1.29 M -30,425 -7%
Kestra Advisory Services
40
Kestra Advisory Services
Texas
USD 16.5 M +USD 316 k +7,462 +2%
Stifel Financial
41
Stifel Financial
Missouri
USD 15.3 M +USD 287 k +6,776 +2%
IAG Wealth Partners
42
IAG Wealth Partners
Wisconsin
USD 15 M +USD 401 k +9,455 +3%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
USD 14.7 M +USD 1.44 M +33,981 +11%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
USD 11.8 M +USD 1.22 M +28,811 +12%
Pine Valley Investments
45
Pine Valley Investments
New Jersey
USD 11.2 M +USD 655 k +15,450 +6%
Bensler
46
Bensler
Washington
USD 10.8 M +USD 131 k +3,084 +1%
Citigroup
47
Citigroup
New York
USD 10.3 M +USD 1.99 M +47,035 +25%
Whitaker-Myers Wealth Managers
48
Whitaker-Myers Wealth Managers
Ohio
USD 10.2 M +USD 1.1 M +26,002 +12%
SFG
49
Snider Financial Group
Washington
USD 9.8 M +USD 763 k +18,008 +9%
Davenport & Co
50
Davenport & Co
Virginia
USD 9.7 M +USD 1.76 M +41,638 +23%
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