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Columbia Diversified Fixed Income Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WF
26
Wayfinding Financial
Washington
$1.11M +$926K +53,928 New
UBS Group
27
UBS Group
Switzerland
$1.1M -$865K -50,378 -44%
AI
28
Atria Investments
North Carolina
$1.06M -$86 -5 -0%
CWM
29
Collaborative Wealth Management
Florida
$979K -$32.9K -1,913 -3%
SWMP
30
Signature Wealth Management Partners
New Jersey
$978K -$469K -27,282 -33%
MFA
31
Millington Financial Advisors
Illinois
$919K +$913K +53,146 New
RJA
32
Raymond James & Associates
Florida
$884K -$20.9K -1,218 -2%
OPS
33
Orion Portfolio Solutions
Nebraska
$800K -$287K -16,687 -27%
RCAG
34
Rehmann Capital Advisory Group
Michigan
$716K -$1.35M -78,594 -65%
FI
35
Financial Insights
Washington
$636K -$145K -8,426 -19%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$625K -$13.2K -766 -2%
Truist Financial
37
Truist Financial
North Carolina
$557K
AWS
38
Atria Wealth Solutions
New York
$530K -$17.2K -1,000 -3%
IAG
39
Ipsen Advisor Group
Arkansas
$425K +$422K +24,558 New
IWM
40
IHT Wealth Management
Illinois
$337K -$22.8K -1,330 -6%
KAS
41
Kestra Advisory Services
Texas
$321K -$21.6K -1,259 -6%
SFWC
42
Strategic Family Wealth Counselors
New Jersey
$305K -$44.1K -2,565 -13%
GRP
43
Global Retirement Partners
California
$289K -$703K -40,930 -71%
GCM
44
Gallacher Capital Management
Colorado
$277K +$275K +16,030 New
ASN
45
Advisory Services Network
Georgia
$273K +$46.9K +2,731 +21%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$269K -$25.2K -1,465 -9%
IA
47
IFP Advisors
Florida
$245K -$212K -12,347 -50%
WIM
48
WealthPlan Investment Management
Nebraska
$224K +$4.45K +259 +2%
WP
49
WealthPLAN Partners
Nebraska
$224K +$218K +12,692 New
PAG
50
Private Advisor Group
New Jersey
$220K +$80.5K +4,686 +4%