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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 128 M +USD 38.2 M +1,230,279 +45%
Ameriprise
2
Ameriprise
Minnesota
USD 86.5 M +USD 51.3 M +1,653,318 +161%
Bank of America
3
Bank of America
North Carolina
USD 79.6 M +USD 19 M +612,993 +33%
Amplius Wealth Advisors
4
Amplius Wealth Advisors
Pennsylvania
USD 32.9 M -USD 4.5 M -144,959 -12%
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
USD 24 M +USD 222 k +7,144 +1%
Stratos Wealth Partners
6
Stratos Wealth Partners
Ohio
USD 19.1 M +USD 18.4 M +593,198 Nuevas
Morgan Stanley
7
Morgan Stanley
New York
USD 15.6 M +USD 14.6 M +469,312 +3,366%
Osaic Holdings
8
Osaic Holdings
Arizona
USD 14.2 M -USD 6.53 M -210,271 -32%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
USD 13.3 M +USD 5.41 M +174,210 +73%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
USD 12.5 M +USD 7.79 M +251,030 +186%
Gladstone Institutional Advisory
11
Gladstone Institutional Advisory
Florida
USD 12 M -USD 43.6 k -1,403 -0.4%
Raymond James Financial Services Advisors
12
Raymond James Financial Services Advisors
Florida
USD 10.2 M +USD 1.24 M +39,958 +14%
NewEdge Advisors
13
NewEdge Advisors
Louisiana
USD 8.58 M +USD 4.02 M +129,460 +95%
Raymond James & Associates
14
Raymond James & Associates
Florida
USD 7.9 M +USD 403 k +12,989 +6%
Bensler
15
Bensler
Washington
USD 6.45 M +USD 6.21 M +199,870 Nuevas
Fermata Advisors
16
Fermata Advisors
California
USD 5.63 M -USD 3.99 M -128,417 -42%
JP Morgan Chase
17
JP Morgan Chase
New York
USD 2.86 M +USD 205 k +6,596 +8%
Advisory Services Network
18
Advisory Services Network
Georgia
USD 2.09 M +USD 35.6 k +1,146 +2%
Two Sigma Investments
19
Two Sigma Investments
New York
USD 1.97 M +USD 1.9 M +61,200 Nuevas
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
USD 1.68 M +USD 195 k +6,266 +14%
Householder Group Estate & Retirement Specialist
21
Householder Group Estate & Retirement Specialist
Arizona
USD 1.32 M +USD 217 k +6,984 +21%
World Investment Advisors
22
World Investment Advisors
California
USD 1.22 M +USD 1.17 M +37,769 Nuevas
Paragon Private Wealth Management
23
Paragon Private Wealth Management
Kentucky
USD 1.21 M +USD 28.5 k +917 +3%
Private Advisor Group
24
Private Advisor Group
New Jersey
USD 1.16 M +USD 905 k +29,147 +432%
IAG Wealth Partners
25
IAG Wealth Partners
Wisconsin
USD 1.1 M +USD 1.06 M +34,082 Nuevas
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