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Columbia Diversified Fixed Income Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
26
Collaborative Wealth Management
Florida
$925K -$66.3K -3,753 -7%
BCI
27
Brinker Capital Investments
Pennsylvania
$899K +$255K +14,459 +40%
OPS
28
Orion Portfolio Solutions
Nebraska
$899K +$255K +14,459 +40%
OMC
29
Old Mission Capital
Illinois
$878K -$290K -16,397 -25%
CG
30
Colony Group
Massachusetts
$844K -$32.1K -1,816 -4%
MFA
31
Millington Financial Advisors
Illinois
$837K -$95.1K -5,384 -10%
RCAG
32
Rehmann Capital Advisory Group
Michigan
$739K +$16.6K +942 +2%
AWS
33
Atria Wealth Solutions
New York
$529K
FI
34
Financial Insights
Washington
$452K -$79.3K -4,486 -15%
FFN
35
Focus Financial Network
Minnesota
$432K +$53 +3 +0%
IW
36
Imprint Wealth
South Carolina
$399K -$38.4K -2,175 -9%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$344K +$105K +5,920 +43%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$334K -$91K -5,150 -21%
GRP
39
Global Retirement Partners
California
$325K +$23.2K +1,312 +8%
SFWC
40
Strategic Family Wealth Counselors
New Jersey
$311K
KAS
41
Kestra Advisory Services
Texas
$308K -$21.3K -1,207 -6%
IWM
42
IHT Wealth Management
Illinois
$304K +$12.1K +685 +4%
GCM
43
Gallacher Capital Management
Colorado
$283K +$230 +13 +0.1%
OP
44
ORG Partners
Indiana
$253K -$5.2K -294 -2%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$239K -$236K -13,330 -50%
DZ Bank
46
DZ Bank
Germany
$213K -$24.1K -1,365 -10%
PCIA
47
Prime Capital Investment Advisors
Kansas
$212K +$212K +12,018 New
PAWA
48
Palo Alto Wealth Advisors
California
$200K +$201K +11,375 New
WP
49
WealthPLAN Partners
Nebraska
$196K +$9.26K +524 +5%
PCMC
50
Private Capital Management (Colorado)
Colorado
$188K -$16.4K -926 -8%