Column Capital Advisors’s iShares US Equity Factor ETF LRGF Stock Holding History

Column Capital Advisors’s Portfolio LRGF Stock Details LRGF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$8.45K	Hold	195	–	–	﹤0.01%	545
2023 Q2	$8.69K	Hold	195	–	–	﹤0.01%	552
2023 Q1	$8.08K	Hold	195	–	–	﹤0.01%	589
2022 Q4	$7.61K	Hold	195	–	–	﹤0.01%	567
2022 Q3	$7K	Hold	195	–	–	﹤0.01%	518
2022 Q2	$7K	Hold	195	–	–	﹤0.01%	528
2022 Q1	$9K	Hold	195	–	–	﹤0.01%	520
2021 Q4	$9K	Hold	195	–	–	﹤0.01%	522
2021 Q3	$8K	Hold	195	–	–	﹤0.01%	496
2021 Q2	$8K	Hold	195	–	–	﹤0.01%	494
2021 Q1	$8K	Hold	195	–	–	﹤0.01%	487
2020 Q4	$7K	Hold	195	–	–	﹤0.01%	500
2020 Q3	$6K	Buy	195 +68	+54%	+$2.23K	﹤0.01%	514
2020 Q2	$3K	Buy	+127	New	+$3.77K	﹤0.01%	631

Other funds holding LRGF

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Tolleson Wealth Management Dallas, Texas $693M AUM 17.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Ullmann Wealth Partners Group Jacksonville Beach, Florida $963M AUM 17.06% 1-Year Est. Return

Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.38B AUM 13.67% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return