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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
$461K +$62.7K +3,416 +15%
HSA
27
HBK Sorce Advisory
Pennsylvania
$432K
WCFA
28
Walkner Condon Financial Advisors
Wisconsin
$385K +$64.3K +3,500 +20%
NP
29
NorthRock Partners
Minnesota
$278K
WA
30
Waverly Advisors
Alabama
$267K -$19.3K -1,050 -7%
CIA
31
Concurrent Investment Advisors
Florida
$263K +$13.8K +750 +5%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$251K +$2.94K +160 +1%
OIA
33
OneDigital Investment Advisors
Kansas
$249K +$184 +10 +0.1%
WIM
34
WealthPlan Investment Management
Nebraska
$213K
JP Morgan Chase
35
JP Morgan Chase
New York
$204K +$14.5K +788 +7%
ASN
36
Advisory Services Network
Georgia
$202K +$19.9K +1,085 +11%
5W
37
5T Wealth
California
$198K -$624 -34 -0.3%
MDCM
38
Morgan Dempsey Capital Management
Wisconsin
$125K
WIM
39
Westside Investment Management
California
$72.3K
OCWP
40
Owl Creek Wealth Partners
Colorado
$64.4K +$65.4K +3,562 New
SC
41
SouthState Corp
Florida
$46.6K
SIM
42
Synergy Investment Management
Florida
$45.9K +$46.6K +2,538 New
BCM
43
Boreal Capital Management
Florida
$45.2K -$45.9K -2,500 Closed
SPIA
44
Steward Partners Investment Advisory
New York
$30.4K
SS
45
Sunbelt Securities
Texas
$21.1K +$92 +5 +0.4%
HI
46
Harbour Investments
Wisconsin
$19.2K
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$16.6K +$16.8K +916 New
GJIA
48
Glass Jacobson Investment Advisors
Maryland
$14K
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$10.4K
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$9.8K +$9.95K +542 New