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Columbia Diversified Fixed Income Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
26
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.1M -$149K -7,374 -4%
CAN
27
Cetera Advisor Networks
California
$3.04M +$217K +10,763 +7%
FFA
28
First Foundation Advisors
California
$2.9M -$108K -5,345 -3%
PAG
29
Private Advisor Group
New Jersey
$2.43M -$211K -10,462 -8%
SWMP
30
Signature Wealth Management Partners
New Jersey
$2.31M -$567K -28,147 -19%
PWM
31
Prentice Wealth Management
New York
$2.19M -$9.12M -452,761 -80%
KAS
32
Kestra Advisory Services
Texas
$1.88M -$584K -28,988 -23%
HighTower Advisors
33
HighTower Advisors
Illinois
$1.84M +$184K +9,154 +11%
GDP
34
Great Diamond Partners
Maine
$1.76M +$55.7K +2,765 +3%
CGFA
35
Colton Groome Financial Advisors
North Carolina
$1.72M +$1.78M +88,340 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1.64M -$119K -5,905 -7%
OPS
37
Orion Portfolio Solutions
Nebraska
$1.57M +$135K +6,689 +9%
EP
38
Eudaimonia Partners
Tennessee
$1.51M +$1.56M +77,435 New
SEA
39
Stegent Equity Advisors
Texas
$1.48M -$1.31M -65,226 -46%
EH
40
Equitable Holdings
New York
$1.39M -$55.9K -2,775 -4%
FI
41
Financial Insights
Washington
$1.36M +$23.3K +1,155 +2%
RJA
42
Raymond James & Associates
Florida
$1.29M -$394K -19,545 -23%
GRP
43
Global Retirement Partners
California
$1.2M +$1.32M +65,390 New
OMC
44
Old Mission Capital
Illinois
$1.15M +$1.19M +59,026 New
GFS
45
GYL Financial Synergies
Connecticut
$1.11M +$1.15M +57,124 New
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$1.1M -$158K -7,860 -12%
BA
47
Bivin & Associates
Oklahoma
$1.1M -$2.98K -148 -0.3%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$958K +$183K +9,093 +23%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$955K +$608K +30,174 +160%
WF
50
Wayfinding Financial
Washington
$952K -$24K -1,191 -2%