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Columbia Diversified Fixed Income Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
51
Western Wealth Management
Colorado
$278K +$429 +24 +0.1%
GAA
52
Global Assets Advisory
Florida
$235K +$250K +13,975 New
WIM
53
WealthPlan Investment Management
Nebraska
$222K +$222K +12,433 New
MML Investors Services
54
MML Investors Services
Massachusetts
$220K -$85.8K -4,800 -27%
EH
55
Equitable Holdings
New York
$218K -$182K -10,200 -44%
ASN
56
Advisory Services Network
Georgia
$218K -$8.83K -494 -4%
CFGS
57
Concourse Financial Group Securities
Alabama
$124K -$271K -15,178 -67%
HI
58
Harbour Investments
Wisconsin
$82K
SSC
59
Syverson Strege & Co
Iowa
$80K -$5.72M -320,121 -99%
SPIA
60
Steward Partners Investment Advisory
New York
$39K
PA
61
Parallel Advisors
California
$30K -$148K -8,260 -82%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$20K
US Bancorp
63
US Bancorp
Minnesota
$15K
AF
64
Allworth Financial
California
$6K -$2.88K -161 -30%
PA
65
PSI Advisors
Florida
$1K
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$167
HSA
67
HBK Sorce Advisory
Pennsylvania
-$1.36M -77,200 Closed
SEA
68
Stegent Equity Advisors
Texas
-$1.16M -65,410 Closed
EP
69
Eudaimonia Partners
Tennessee
-$826K -46,761 Closed
WF
70
Wayfinding Financial
Washington
-$800K -45,322 Closed
IAIM
71
International Assets Investment Management
Florida
-$426K -24,141 Closed
SFP
72
Sweet Financial Partners
Minnesota
-$362K -20,475 Closed
TA
73
TruWealth Advisors
Louisiana
-$292K -16,550 Closed
MIAN
74
Mariner Independent Advisor Network
Kansas
-$287K -16,257 Closed
Stifel Financial
75
Stifel Financial
Missouri
-$227K -12,873 Closed