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Columbia Diversified Fixed Income Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$405K +$17.7K +997 +5%
PWM
27
Prentice Wealth Management
New York
$352K -$9.34M -526,495 -96%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$293K +$288K +16,236 +10,824%
CIA
29
Concurrent Investment Advisors
Florida
$292K -$6.65K -375 -2%
AWS
30
Atria Wealth Solutions
New York
$283K -$3.35K -189 -1%
NP
31
NorthRock Partners
Minnesota
$275K
WCFA
32
Walkner Condon Financial Advisors
Wisconsin
$275K -$3.9K -220 -1%
OMC
33
Old Mission Capital
Illinois
$257K +$255K +14,385 New
Stifel Financial
34
Stifel Financial
Missouri
$247K +$8.27K +466 +3%
WA
35
Waverly Advisors
Alabama
$238K +$236K +13,312 New
JP Morgan Chase
36
JP Morgan Chase
New York
$235K -$3.77M -212,765 -94%
AIP
37
Alexis Investment Partners
Texas
$234K +$232K +13,100 New
WIM
38
WealthPlan Investment Management
Nebraska
$210K +$35 +2 +0%
HF
39
HRT Financial
New York
$208K +$206K +11,638 New
5W
40
5T Wealth
California
$189K +$188K +10,586 New
SC
41
SouthState Corp
Florida
$116K +$115K +6,493 New
MDCM
42
Morgan Dempsey Capital Management
Wisconsin
$108K +$57.1K +3,217 +114%
WIM
43
Westside Investment Management
California
$71.5K +$70.9K +4,000 New
GJIA
44
Glass Jacobson Investment Advisors
Maryland
$44.4K
SPIA
45
Steward Partners Investment Advisory
New York
$31.9K
HI
46
Harbour Investments
Wisconsin
$19K
Comerica Bank
47
Comerica Bank
Texas
$16.4K
TSMHT
48
Thurston Springer Miller Herd & Titak
Indiana
$15.5K +$3.44K +194 +29%
PS
49
Principal Securities
Iowa
$13.6K
PA
50
Parallel Advisors
California
$10.7K