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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 -$38.1K -2,068 -9%
WCFA
27
Walkner Condon Financial Advisors
Wisconsin
$326K +$18.3K +995 +6%
MML Investors Services
28
MML Investors Services
Massachusetts
$298K +$299K +16,236 New
WA
29
Waverly Advisors
Alabama
$290K +$99.3K +5,392 +52%
NP
30
NorthRock Partners
Minnesota
$283K
CIA
31
Concurrent Investment Advisors
Florida
$253K -$15.9K -863 -6%
OIA
32
OneDigital Investment Advisors
Kansas
$253K -$8.12K -441 -3%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$251K -$3.68K -200 -1%
WIM
34
WealthPlan Investment Management
Nebraska
$216K
5W
35
5T Wealth
California
$202K +$202K +10,986 New
JP Morgan Chase
36
JP Morgan Chase
New York
$194K +$110 +6 +0.1%
ASN
37
Advisory Services Network
Georgia
$185K +$41.2K +2,236 +29%
CPG
38
Cornerstone Planning Group
New Jersey
$159K +$159K +8,633 New
KAS
39
Kestra Advisory Services
Texas
$152K +$153K +8,300 New
MDCM
40
Morgan Dempsey Capital Management
Wisconsin
$126K
GRP
41
Global Retirement Partners
California
$106K
WIM
42
Westside Investment Management
California
$73.4K
SC
43
SouthState Corp
Florida
$47.3K -$13.2K -715 -22%
BCM
44
Boreal Capital Management
Florida
$45.9K
SPIA
45
Steward Partners Investment Advisory
New York
$30.9K -$1.88K -102 -6%
SS
46
Sunbelt Securities
Texas
$21.4K -$4.24K -230 -16%
HI
47
Harbour Investments
Wisconsin
$19.5K
Comerica Bank
48
Comerica Bank
Texas
$16.8K
GJIA
49
Glass Jacobson Investment Advisors
Maryland
$14.2K -$20.4K -1,110 -59%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$11K