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Columbia Diversified Fixed Income Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPS
26
Orion Portfolio Solutions
Nebraska
$881K +$22.7K +1,310 +3%
MFA
27
Millington Financial Advisors
Illinois
$823K +$23.8K +1,374 +3%
CWM
28
Collaborative Wealth Management
Florida
$815K -$71.3K -4,116 -8%
CG
29
Colony Group
Massachusetts
$767K -$40.9K -2,362 -5%
AWS
30
Atria Wealth Solutions
New York
$569K +$64.4K +3,715 +12%
FFN
31
Focus Financial Network
Minnesota
$405K -$7.85K -453 -2%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$336K +$7.05K +407 +2%
FI
33
Financial Insights
Washington
$303K -$127K -7,345 -29%
IW
34
Imprint Wealth
South Carolina
$302K -$81.3K -4,694 -21%
KAS
35
Kestra Advisory Services
Texas
$297K +$3.01K +174 +1%
SFWC
36
Strategic Family Wealth Counselors
New Jersey
$297K
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$277K -$44.2K -2,554 -13%
IWM
38
IHT Wealth Management
Illinois
$270K -$20.5K -1,182 -7%
GCM
39
Gallacher Capital Management
Colorado
$270K +$225 +13 +0.1%
OMC
40
Old Mission Capital
Illinois
$242K -$616K -35,535 -71%
GRP
41
Global Retirement Partners
California
$233K -$75.8K -4,375 -24%
WCFA
42
Walkner Condon Financial Advisors
Wisconsin
$229K +$236K +13,620 New
PCIA
43
Prime Capital Investment Advisors
Kansas
$202K
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$200K -$29.5K -1,701 -13%
PCMC
45
Private Capital Management (Colorado)
Colorado
$195K +$16K +923 +9%
WP
46
WealthPLAN Partners
Nebraska
$192K +$3.9K +225 +2%
PAWA
47
Palo Alto Wealth Advisors
California
$191K
NA
48
NewEdge Advisors
Louisiana
$138K -$15.8K -910 -10%
PA
49
Parallel Advisors
California
$98.8K +$74.1K +4,277 +269%
CFGS
50
Concourse Financial Group Securities
Alabama
$89.7K +$50.2K +2,897 +119%