We are live on ! Find out more
DIAL icon

Columbia Diversified Fixed Income Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$637K -$138K -7,839 -18%
GFS
27
GYL Financial Synergies
Connecticut
$623K -$6.98K -398 -1%
Focus Partners Wealth
28
Focus Partners Wealth
Massachusetts
$505K -$52K -2,966 -9%
JP Morgan Chase
29
JP Morgan Chase
New York
$485K +$335K +19,115 +228%
KAS
30
Kestra Advisory Services
Texas
$456K +$3.72K +212 +0.8%
AWS
31
Atria Wealth Solutions
New York
$449K -$65.3K -3,725 -13%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$434K +$431K +24,580 New
AAS
33
Ameritas Advisory Services
Nebraska
$321K -$74K -4,220 -19%
PAG
34
Private Advisor Group
New Jersey
$301K +$31.4K +1,790 +12%
CIA
35
Concurrent Investment Advisors
Florida
$295K +$293K +16,701 New
KWM
36
Kaydan Wealth Management
Michigan
$287K +$6.25K +356 +2%
WCFA
37
Walkner Condon Financial Advisors
Wisconsin
$280K +$15.8K +900 +6%
NP
38
NorthRock Partners
Minnesota
$272K
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$266K -$48.3K -2,755 -15%
Stifel Financial
40
Stifel Financial
Missouri
$234K +$439 +25 +0.2%
FI
41
Financial Insights
Washington
$219K -$32.7K -1,863 -13%
PCIA
42
Prime Capital Investment Advisors
Kansas
$212K -$544 -31 -0.3%
WP
43
WealthPLAN Partners
Nebraska
$206K +$3.42K +195 +2%
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$180K -$88.7K -5,057 -33%
ASN
45
Advisory Services Network
Georgia
$178K +$177K +10,085 New
GRP
46
Global Retirement Partners
California
$176K
CFGS
47
Concourse Financial Group Securities
Alabama
$94K
HI
48
Harbour Investments
Wisconsin
$58.3K
NA
49
NewEdge Advisors
Louisiana
$51.3K +$53 +3 +0.1%
SPIA
50
Steward Partners Investment Advisory
New York
$38.5K