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Columbia Diversified Fixed Income Allocation ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DC
76
Davenport & Co
Virginia
$263K +$262K +12,341 New
CWA
77
Capital Wealth Alliance
Arizona
$258K +$64 +3 +0%
WI
78
WBI Investments
New Jersey
$230K +$230K +10,808 New
BWM
79
Boyd Wealth Management
California
$221K +$220K +10,356 New
AWM
80
Avior Wealth Management
Nebraska
$216K +$216K +10,164 New
LWAC
81
Laurel Wealth Advisors (California)
California
$213K -$1.53K -72 -0.7%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$134K -$261K -12,297 -66%
HFS
83
Hantz Financial Services
Michigan
$102K +$102K +4,800 New
TCWM
84
Total Clarity Wealth Management
Illinois
$95K -$4.25K -200 -4%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$50K +$276 +13 +0.6%
US Bancorp
86
US Bancorp
Minnesota
$43K
SPIA
87
Steward Partners Investment Advisory
New York
$42K +$9.5K +447 +30%
RG
88
Retirement Group
California
$35K +$213 +10 +0.6%
TSWM
89
Tyler-Stone Wealth Management
Ohio
$21K +$21.3K +1,000 New
CWS
90
Confluence Wealth Services
Pennsylvania
$14K +$14.2K +670 New
AF
91
Allworth Financial
California
$12K
IWP
92
IAG Wealth Partners
Wisconsin
$9K +$9.04K +425 New
HI
93
Harbour Investments
Wisconsin
$3K +$2.68K +126 New
PA
94
PSI Advisors
Florida
$1K +$893 +42 New
GRP
95
Global Retirement Partners
California
-$1.33M -62,262 Closed
Qube Research & Technologies (QRT)
96
Qube Research & Technologies (QRT)
United Kingdom
-$570K -26,706 Closed
Barclays
97
Barclays
United Kingdom
-$519K -24,289 Closed
HA
98
Herold Advisors
New York
-$98K -4,600 Closed
PFGIA
99
Patriot Financial Group Insurance Agency
Massachusetts
-$11K -508 Closed