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Columbia Diversified Fixed Income Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GDP
26
Great Diamond Partners
Maine
$1.47M -$137K -7,506 -8%
HSA
27
HBK Sorce Advisory
Pennsylvania
$1.36M +$1.41M +77,200 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.3M -$189K -10,315 -12%
OPS
29
Orion Portfolio Solutions
Nebraska
$1.25M -$183K -10,014 -12%
SEA
30
Stegent Equity Advisors
Texas
$1.16M -$195K -10,637 -14%
GRP
31
Global Retirement Partners
California
$1.14M -$14.7K -805 -1%
CWM
32
Collaborative Wealth Management
Florida
$1.1M +$1.14M +62,162 New
AI
33
Atria Investments
North Carolina
$1.04M -$3.76M -205,720 -78%
OMC
34
Old Mission Capital
Illinois
$1.04M -$4.32K -236 -0.4%
RJA
35
Raymond James & Associates
Florida
$1.02M -$146K -7,990 -12%
RCAG
36
Rehmann Capital Advisory Group
Michigan
$1.01M +$186K +10,147 +22%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$993K -$8.67K -474 -0.8%
PWM
38
Prentice Wealth Management
New York
$935K -$1.09M -59,791 -53%
NA
39
NewEdge Advisors
Louisiana
$871K -$2.62M -143,054 -74%
EP
40
Eudaimonia Partners
Tennessee
$826K -$561K -30,674 -40%
FI
41
Financial Insights
Washington
$818K -$428K -23,378 -34%
WF
42
Wayfinding Financial
Washington
$800K -$136K -7,415 -14%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$798K -$68.6K -3,748 -8%
ACS
44
Archford Capital Strategies
Illinois
$711K +$10.2K +559 +1%
BAM
45
Belpointe Asset Management
Nevada
$607K +$188K +10,305 +43%
Truist Financial
46
Truist Financial
North Carolina
$578K +$6.37K +348 +1%
IA
47
IFP Advisors
Florida
$478K
TRIA
48
Trail Ridge Investment Advisors
Colorado
$465K +$482K +26,329 New
IAIM
49
International Assets Investment Management
Florida
$426K +$2.52K +138 +0.6%
EH
50
Equitable Holdings
New York
$410K -$876K -47,882 -67%