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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
$1.34M -$53.3K -2,979 -4%
MG
27
Mather Group
Illinois
$1.1M +$1.18M +65,778 New
OPS
28
Orion Portfolio Solutions
Nebraska
$1.05M -$136K -7,602 -11%
AI
29
Atria Investments
North Carolina
$1.03M +$45.4K +2,539 +4%
CWM
30
Collaborative Wealth Management
Florida
$979K -$65.3K -3,651 -6%
GRP
31
Global Retirement Partners
California
$968K -$125K -6,963 -11%
Citadel Advisors
32
Citadel Advisors
Florida
$945K -$1.03M -57,865 -51%
RJA
33
Raymond James & Associates
Florida
$876K -$101K -5,632 -10%
FI
34
Financial Insights
Washington
$756K -$20K -1,120 -2%
PWM
35
Prentice Wealth Management
New York
$741K -$161K -9,000 -17%
OMC
36
Old Mission Capital
Illinois
$699K -$304K -16,999 -29%
ACS
37
Archford Capital Strategies
Illinois
$668K -$6.04K -338 -0.8%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$618K -$152K -8,475 -19%
NA
39
NewEdge Advisors
Louisiana
$588K -$253K -14,146 -29%
BAM
40
Belpointe Asset Management
Nevada
$585K +$9.59K +536 +2%
TRIA
41
Trail Ridge Investment Advisors
Colorado
$584K +$134K +7,512 +29%
Truist Financial
42
Truist Financial
North Carolina
$539K -$9.85K -551 -2%
AWS
43
Atria Wealth Solutions
New York
$530K +$151K +8,460 +36%
IA
44
IFP Advisors
Florida
$477K -$948 -53 -0.2%
CFD
45
Creative Financial Designs
Indiana
$411K +$29.5K +1,651 +7%
IWM
46
IHT Wealth Management
Illinois
$348K +$372K +20,828 New
SFWC
47
Strategic Family Wealth Counselors
New Jersey
$338K
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$335K -$1.19M -66,610 -77%
KAS
49
Kestra Advisory Services
Texas
$332K +$36.2K +2,025 +11%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$285K -$702K -39,231 -70%