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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
$916K +$39.3K +2,294 +5%
MFA
27
Millington Financial Advisors
Illinois
$826K -$53.7K -3,133 -6%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$824K -$303K -17,697 -28%
Focus Partners Wealth
29
Focus Partners Wealth
Massachusetts
$791K +$750K +43,795 New
AWA
30
Acorn Wealth Advisors
Michigan
$700K +$664K +38,795 New
AWS
31
Atria Wealth Solutions
New York
$592K -$17.1K -1,000 -3%
KAS
32
Kestra Advisory Services
Texas
$414K +$89.9K +5,249 +30%
Citadel Advisors
33
Citadel Advisors
Florida
$370K -$1.27M -73,967 -78%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$339K -$19.7K -1,150 -6%
IW
35
Imprint Wealth
South Carolina
$335K +$10.7K +622 +3%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$307K +$291K +17,015 New
FI
37
Financial Insights
Washington
$292K -$37.1K -2,165 -12%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$281K -$14.7K -857 -5%
NP
39
NorthRock Partners
Minnesota
$278K +$264K +15,400 New
FFA
40
Fragasso Financial Advisors
Pennsylvania
$277K +$263K +15,354 New
WCFA
41
Walkner Condon Financial Advisors
Wisconsin
$272K +$25K +1,460 +11%
AAS
42
Ameritas Advisory Services
Nebraska
$264K -$2.54M -148,476 -91%
IWM
43
IHT Wealth Management
Illinois
$263K -$25.4K -1,486 -9%
Stifel Financial
44
Stifel Financial
Missouri
$237K +$225K +13,131 New
GRP
45
Global Retirement Partners
California
$233K -$16.9K -989 -7%
PCIA
46
Prime Capital Investment Advisors
Kansas
$217K
WP
47
WealthPLAN Partners
Nebraska
$207K +$1.34K +78 +0.7%
PCMC
48
Private Capital Management (Colorado)
Colorado
$203K -$5.89K -344 -3%
ASN
49
Advisory Services Network
Georgia
$171K +$162K +9,477 New
NA
50
NewEdge Advisors
Louisiana
$131K -$15.6K -908 -11%