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Columbia Diversified Fixed Income Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$471K +$7.73K +425 +2%
HBK Sorce Advisory
27
HBK Sorce Advisory
Pennsylvania
$426K – – –
Walkner Condon Financial Advisors
28
Walkner Condon Financial Advisors
Wisconsin
$416K +$29.1K +1,600 +8%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$405K -$3.09M -169,739 -88%
NorthRock Partners
30
NorthRock Partners
Minnesota
$280K – – –
Waverly Advisors
31
Waverly Advisors
Alabama
$263K -$5.46K -300 -2%
JP Morgan Chase
32
JP Morgan Chase
New York
$253K +$46.1K +2,534 +22%
5W
33
5T Wealth
California
$245K +$46.1K +2,534 +23%
OneDigital Investment Advisors
34
OneDigital Investment Advisors
Kansas
$238K -$12.2K -669 -5%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$209K -$43K -2,367 -17%
Advisory Services Network
36
Advisory Services Network
Georgia
$182K -$20.4K -1,123 -10%
MDCM
37
Morgan Dempsey Capital Management
Wisconsin
$125K – – –
Global Retirement Partners
38
Global Retirement Partners
California
$98K +$98K +5,391 New
Westside Investment Management
39
Westside Investment Management
California
$72.7K – – –
OCWP
40
Owl Creek Wealth Partners
Colorado
$64.7K +$18 +1 +0%
SIM
41
Synergy Investment Management
Florida
$46.1K – – –
SouthState Corp
42
SouthState Corp
Florida
$32.8K -$14K -771 -30%
Steward Partners Investment Advisory
43
Steward Partners Investment Advisory
New York
$30.6K – – –
Fifth Third Bancorp
44
Fifth Third Bancorp
Ohio
$16.6K – – –
GJIA
45
Glass Jacobson Investment Advisors
Maryland
$14.1K – – –
Harbour Investments
46
Harbour Investments
Wisconsin
$13.9K -$5.46K -300 -28%
Farther Finance Advisors
47
Farther Finance Advisors
California
$13.6K +$13.6K +747 New
Fidelity Investments
48
Fidelity Investments
Massachusetts
$2.73K – – –
WA
49
WPG Advisers
Maryland
$1.53K – – –
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$781 +$782 +43 New