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Columbia Diversified Fixed Income Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NIWA
26
New Insight Wealth Advisors
California
$527K -$164K -9,203 -24%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$436K +$23.2K +1,300 +6%
WCFA
28
Walkner Condon Financial Advisors
Wisconsin
$289K +$8.74K +490 +3%
NP
29
NorthRock Partners
Minnesota
$280K
CIA
30
Concurrent Investment Advisors
Florida
$277K -$20.3K -1,140 -7%
AWS
31
Atria Wealth Solutions
New York
$276K -$11.7K -655 -4%
Stifel Financial
32
Stifel Financial
Missouri
$252K +$500 +28 +0.2%
WA
33
Waverly Advisors
Alabama
$215K -$26.8K -1,500 -11%
WIM
34
WealthPlan Investment Management
Nebraska
$214K +$18 +1 +0%
AIP
35
Alexis Investment Partners
Texas
$211K -$26.8K -1,500 -11%
JP Morgan Chase
36
JP Morgan Chase
New York
$196K -$42.6K -2,389 -18%
MDCM
37
Morgan Dempsey Capital Management
Wisconsin
$125K +$15K +842 +14%
GRP
38
Global Retirement Partners
California
$105K +$103K +5,748 New
SC
39
SouthState Corp
Florida
$83.3K -$34.3K -1,921 -30%
WIM
40
Westside Investment Management
California
$72.8K
AAS
41
Ameritas Advisory Services
Nebraska
$63.5K +$62.3K +3,489 New
BCM
42
Boreal Capital Management
Florida
$45.5K +$44.6K +2,500 New
SPIA
43
Steward Partners Investment Advisory
New York
$32.5K
GJIA
44
Glass Jacobson Investment Advisors
Maryland
$32.4K -$13.4K -752 -30%
ZBNA
45
Zions Bancorporation, National Association
Utah
$27.7K +$27.1K +1,521 New
HI
46
Harbour Investments
Wisconsin
$19.4K
Comerica Bank
47
Comerica Bank
Texas
$16.7K
TSMHT
48
Thurston Springer Miller Herd & Titak
Indiana
$15.7K
PS
49
Principal Securities
Iowa
$14.2K
PA
50
Parallel Advisors
California
$10.9K