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EQIN

Columbia U.S. Equity Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
26
Keudell/Morrison Wealth Management
Oregon
$252K +$8.21K +175 +3%
RWA
27
Redhawk Wealth Advisors
Minnesota
$228K -$25.5K -544 -10%
FA
28
Fermata Advisors
California
$224K +$2.3K +49 +1%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$113K -$5.02K -107 -4%
NP
30
NorthRock Partners
Minnesota
$75.4K
AIC
31
Archer Investment Corporation
Indiana
$73.3K +$1.27K +27 +2%
GRP
32
Global Retirement Partners
California
$66.9K +$40.1K +855 +131%
WFA
33
Wells Financial Advisors
Massachusetts
$62.5K
LFG
34
Larson Financial Group
Missouri
$37.3K +$1.08K +23 +3%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$31K
CWA
36
Carolina Wealth Advisors
South Carolina
$24.9K -$9.34K -199 -26%
PS
37
Principal Securities
Iowa
$13.3K -$21.5K -459 -60%
AssetMark Inc
38
AssetMark Inc
California
$12.6K +$13.3K +284 New
SPIA
39
Steward Partners Investment Advisory
New York
$2.04K +$2.16K +46 New
Fidelity Investments
40
Fidelity Investments
Massachusetts
$44 +$47 +1 New
Wells Fargo
41
Wells Fargo
California
$6
AI
42
Atria Investments
North Carolina
-$341K -7,198 Closed
Truist Financial
43
Truist Financial
North Carolina
-$226K -4,781 Closed
UBS Group
44
UBS Group
Switzerland
-$2.37K -50 Closed
Morgan Stanley
45
Morgan Stanley
New York
-$80 -1 Closed