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EQIN

Columbia U.S. Equity Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
26
IHT Wealth Management
Illinois
$721K +$150K +2,964 +27%
SP
27
Stablepoint Partners
Massachusetts
$601K +$109K +2,164 +23%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$408K +$6.67K +132 +2%
IF
29
Intrua Financial
Texas
$380K +$22.8K +450 +6%
Citadel Advisors
30
Citadel Advisors
Florida
$365K +$360K +7,120 New
AAS
31
Ameritas Advisory Services
Nebraska
$294K +$290K +5,732 New
RFN
32
Redwood Financial Network
Ohio
$248K -$207K -4,086 -46%
CF
33
Collier Financial
Colorado
$240K +$404 +8 +0.2%
NWA
34
Northwest Wealth Advisors
Washington
$232K -$4.25K -84 -2%
MML Investors Services
35
MML Investors Services
Massachusetts
$220K -$15.3K -302 -7%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$218K -$56.6K -1,119 -21%
KMWM
37
Keudell/Morrison Wealth Management
Oregon
$217K -$1.26K -25 -0.6%
GRP
38
Global Retirement Partners
California
$180K +$178K +3,512 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$163K +$151K +2,982 +1,491%
US Bancorp
40
US Bancorp
Minnesota
$105K
AIC
41
Archer Investment Corporation
Indiana
$86.4K +$253 +5 +0.3%
LFG
42
Larson Financial Group
Missouri
$44.6K +$253 +5 +0.6%
Wells Fargo
43
Wells Fargo
California
$43.7K +$33.2K +656 +333%
MWA
44
Medallion Wealth Advisors
Connecticut
$37.1K
HI
45
Harbour Investments
Wisconsin
$34.2K
Fidelity Investments
46
Fidelity Investments
Massachusetts
$25.7K +$25.2K +499 +49,900%
APFP
47
Action Point Financial Planning
Michigan
$15.4K +$15.2K +300 New
AAP
48
Arax Advisory Partners
Colorado
$10.8K -$14.8K -293 -58%
Morgan Stanley
49
Morgan Stanley
New York
$3.13K +$3.03K +60 +6,000%
Jane Street
50
Jane Street
New York
-$1.69M -34,360 Closed