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Columbia Diversified Fixed Income Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NA
51
NewEdge Advisors
Louisiana
$228K -$365K -20,659 -62%
Truist Financial
52
Truist Financial
North Carolina
$209K -$363K -20,526 -64%
PCMC
53
Private Capital Management (Colorado)
Colorado
$208K +$205K +11,612 New
Stifel Financial
54
Stifel Financial
Missouri
$196K -$565 -32 -0.3%
WP
55
WealthPLAN Partners
Nebraska
$190K -$36.4K -2,061 -16%
ASN
56
Advisory Services Network
Georgia
$139K -$142K -8,026 -51%
HI
57
Harbour Investments
Wisconsin
$59K -$2.3K -130 -4%
FHA
58
First Horizon Advisors
Tennessee
$50.2K
CFGS
59
Concourse Financial Group Securities
Alabama
$43.5K -$8.35K -473 -16%
WIM
60
WealthPlan Investment Management
Nebraska
$43.4K -$181K -10,266 -81%
SPIA
61
Steward Partners Investment Advisory
New York
$41.3K
PA
62
Parallel Advisors
California
$28.4K
JP Morgan Chase
63
JP Morgan Chase
New York
$22K +$21.8K +1,235 New
US Bancorp
64
US Bancorp
Minnesota
$16.5K
BAM
65
Belpointe Asset Management
Nevada
$11.3K -$21.3K -1,205 -66%
AF
66
Allworth Financial
California
$5.92K -$883 -50 -13%
SSC
67
Syverson Strege & Co
Iowa
$1.57K -$20.9K -1,184 -93%
PA
68
PSI Advisors
Florida
$751
BWL
69
Bogart Wealth LLC
Virginia
$228 -$53 -3 -19%
Citigroup
70
Citigroup
New York
$71 +$71 +4 New
WF
71
Wayfinding Financial
Washington
-$1.11M -53,928 Closed
IA
72
IFP Advisors
Florida
-$245K -12,526 Closed
PCIA
73
Prime Capital Investment Advisors
Kansas
-$214K -12,384 Closed
CFD
74
Creative Financial Designs
Indiana
-$203K -11,752 Closed
MML Investors Services
75
MML Investors Services
Massachusetts
-$177K -10,228 Closed