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Columbia Diversified Fixed Income Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$882K +$517K +29,120 +142%
MFA
27
Millington Financial Advisors
Illinois
$840K +$26.6K +1,500 +3%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$781K -$30.8K -1,738 -4%
GFS
29
GYL Financial Synergies
Connecticut
$635K -$773K -43,549 -55%
Focus Partners Wealth
30
Focus Partners Wealth
Massachusetts
$562K -$217K -12,207 -28%
AWS
31
Atria Wealth Solutions
New York
$518K -$64.2K -3,620 -11%
KAS
32
Kestra Advisory Services
Texas
$456K +$48.7K +2,747 +12%
AAS
33
Ameritas Advisory Services
Nebraska
$399K +$139K +7,820 +54%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$317K -$16.7K -941 -5%
IW
35
Imprint Wealth
South Carolina
$294K -$33.1K -1,865 -10%
KWM
36
Kaydan Wealth Management
Michigan
$283K +$282K +15,911 New
NP
37
NorthRock Partners
Minnesota
$274K
PAG
38
Private Advisor Group
New Jersey
$272K -$909K -51,219 -77%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$271K -$5.64K -318 -2%
WCFA
40
Walkner Condon Financial Advisors
Wisconsin
$266K -$1.77K -100 -0.7%
FI
41
Financial Insights
Washington
$254K -$33K -1,858 -11%
OMC
42
Old Mission Capital
Illinois
$253K -$779K -43,921 -76%
Stifel Financial
43
Stifel Financial
Missouri
$236K +$2.25K +127 +1%
PCIA
44
Prime Capital Investment Advisors
Kansas
$215K +$887 +50 +0.4%
PCMC
45
Private Capital Management (Colorado)
Colorado
$208K +$7.75K +437 +4%
WP
46
WealthPLAN Partners
Nebraska
$204K +$124 +7 +0.1%
IWM
47
IHT Wealth Management
Illinois
$201K -$57.8K -3,260 -22%
GRP
48
Global Retirement Partners
California
$177K -$55.6K -3,134 -24%
JP Morgan Chase
49
JP Morgan Chase
New York
$149K +$148K +8,357 +92,856%
CFGS
50
Concourse Financial Group Securities
Alabama
$94.8K