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Columbia Research Enhanced Core ETF
RECS

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
DJFS
151
Dean Jacobson Financial Services
Texas
USD 284 k – – –
Global Retirement Partners
152
Global Retirement Partners
California
USD 278 k +USD 272 k +6,417 Nuevas
Bank of New York Mellon
153
Bank of New York Mellon
New York
USD 271 k +USD 265 k +6,251 Nuevas
Harbour Investments
154
Harbour Investments
Wisconsin
USD 261 k +USD 34.3 k +809 +15%
Perigon Wealth Management
155
Perigon Wealth Management
California
USD 258 k -USD 57.2 k -1,351 -18%
BW
156
BostonPremier Wealth
Massachusetts
USD 249 k -USD 10.6 k -250 -4%
BPFA
157
Barnes Pettey Financial Advisors
Mississippi
USD 228 k – – –
CWM
158
Concentrum Wealth Management
California
USD 216 k +USD 212 k +5,000 Nuevas
CFG
159
Copley Financial Group
California
USD 215 k -USD 45.5 k -1,073 -18%
Foundations Investment Advisors
160
Foundations Investment Advisors
Arizona
USD 213 k +USD 208 k +4,916 Nuevas
SageView Advisory Group
161
SageView Advisory Group
California
USD 213 k +USD 208 k +4,911 Nuevas
Coldstream Capital Management
162
Coldstream Capital Management
Washington
USD 212 k -USD 80.3 k -1,894 -28%
TIA
163
TCFG Investment Advisors
California
USD 202 k +USD 198 k +4,665 Nuevas
GK
164
Graney & King
New York
USD 163 k -USD 72.9 k -1,720 -31%
MSFP
165
Mark Sheptoff Financial Planning
Connecticut
USD 107 k – – –
UBS AM
166
UBS AM
Illinois
USD 98.7 k – – –
Arax Advisory Partners
167
Arax Advisory Partners
Colorado
USD 83.7 k +USD 43 k +1,015 +110%
Private Trust Company
168
Private Trust Company
Ohio
USD 74.4 k +USD 10 k +235 +16%
CFSG
169
Community Financial Services Group
Vermont
USD 62.7 k +USD 61.1 k +1,443 Nuevas
Larson Financial Group
170
Larson Financial Group
Missouri
USD 61.8 k – – –
Allworth Financial
171
Allworth Financial
California
USD 61.3 k – – –
Capital Investment Advisory Services
172
Capital Investment Advisory Services
North Carolina
USD 48.7 k +USD 47.7 k +1,125 Nuevas
CFP
173
Comprehensive Financial Planning
Pennsylvania
USD 44 k +USD 42 +1 +0.1%
Trust Company of Vermont
174
Trust Company of Vermont
Vermont
USD 38.6 k +USD 37.8 k +893 Nuevas
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
USD 32.8 k – – –
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