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Columbia Diversified Fixed Income Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
51
Atria Wealth Solutions
New York
$410K -$262K -14,328 -38%
CFD
52
Creative Financial Designs
Indiana
$404K -$246K -13,440 -37%
CFGS
53
Concourse Financial Group Securities
Alabama
$399K +$7.35K +402 +2%
SFP
54
Sweet Financial Partners
Minnesota
$362K -$15.1M -824,431 -98%
SFWC
55
Strategic Family Wealth Counselors
New Jersey
$357K -$181K -9,873 -33%
MML Investors Services
56
MML Investors Services
Massachusetts
$317K -$354K -19,339 -52%
KAS
57
Kestra Advisory Services
Texas
$315K -$1.44M -78,759 -82%
WWM
58
Western Wealth Management
Colorado
$293K -$7.99K -437 -3%
TA
59
TruWealth Advisors
Louisiana
$292K -$208K -11,354 -41%
MIAN
60
Mariner Independent Advisor Network
Kansas
$287K -$549 -30 -0.2%
ASN
61
Advisory Services Network
Georgia
$239K +$248K +13,547 New
Stifel Financial
62
Stifel Financial
Missouri
$227K -$14.6K -797 -6%
MC
63
Moors & Cabot
Massachusetts
$200K -$29.7K -1,625 -13%
EFS
64
Essex Financial Services
Connecticut
$180K -$91 -5 -0%
PA
65
Parallel Advisors
California
$178K +$54.4K +2,974 +42%
HI
66
Harbour Investments
Wisconsin
$82K +$84.7K +4,630 New
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$57K +$311 +17 +0.5%
PTC
68
Private Trust Company
Ohio
$44K +$45.7K +2,500 New
SPIA
69
Steward Partners Investment Advisory
New York
$41K +$1.87K +102 +5%
Rockefeller Capital Management
70
Rockefeller Capital Management
New York
$21K
BA
71
Bivin & Associates
Oklahoma
$16K -$1.02M -55,733 -98%
US Bancorp
72
US Bancorp
Minnesota
$16K -$1.55K -85 -8%
BWL
73
Bogart Wealth LLC
Virginia
$16K -$110 -6 -0.7%
TCWM
74
Total Clarity Wealth Management
Illinois
$16K +$17K +927 New
AF
75
Allworth Financial
California
$10K