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Columbia Diversified Fixed Income Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
51
Rehmann Capital Advisory Group
Michigan
$908K +$23K +1,143 +2%
ACS
52
Archford Capital Strategies
Illinois
$763K +$89.3K +4,432 +13%
AWS
53
Atria Wealth Solutions
New York
$731K +$756K +37,538 New
MML Investors Services
54
MML Investors Services
Massachusetts
$727K +$51K +2,531 +7%
CA
55
CGN Advisors
Kansas
$713K -$23.4K -1,161 -3%
CFD
56
Creative Financial Designs
Indiana
$708K +$62.4K +3,095 +9%
SFS
57
Sowell Financial Services
Arkansas
$702K -$249K -12,362 -26%
Truist Financial
58
Truist Financial
North Carolina
$631K +$396K +19,665 +154%
TFA
59
Tranquilli Financial Advisor
New Jersey
$625K +$646K +32,080 New
SFWC
60
Strategic Family Wealth Counselors
New Jersey
$586K -$949K -47,100 -61%
TA
61
TruWealth Advisors
Louisiana
$544K -$66.7M -3,308,264 -99%
IA
62
IFP Advisors
Florida
$478K +$48.3K +2,396 +11%
BAM
63
Belpointe Asset Management
Nevada
$469K +$77.3K +3,837 +19%
IAIM
64
International Assets Investment Management
Florida
$468K +$14.9K +738 +3%
CFGS
65
Concourse Financial Group Securities
Alabama
$433K -$181K -8,972 -29%
WPC
66
Wedmont Private Capital
Pennsylvania
$422K +$1.87K +93 +0.4%
AFM
67
Andesa Financial Management
Pennsylvania
$397K -$2.13M -105,518 -84%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$395K -$59.6K -2,956 -13%
WWM
69
Western Wealth Management
Colorado
$332K +$343K +17,002 New
MIAN
70
Mariner Independent Advisor Network
Kansas
$317K -$41.5K -2,059 -11%
WP
71
WealthPLAN Partners
Nebraska
$303K -$698K -34,639 -68%
WIM
72
WealthPlan Investment Management
Nebraska
$303K +$334K +16,557 New
DC
73
Davenport & Co
Virginia
$280K +$41.1K +2,038 +17%
FFS
74
Founders Financial Securities
Maryland
$267K +$276K +13,714 New
Stifel Financial
75
Stifel Financial
Missouri
$266K -$598K -29,655 -68%