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EQIN

Columbia U.S. Equity Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
26
Westside Investment Management
California
$125K +$124K +2,730 New
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$116K -$684 -15 -0.6%
NP
28
NorthRock Partners
Minnesota
$77.8K
AIC
29
Archer Investment Corporation
Indiana
$75.9K +$274 +6 +0.4%
WFA
30
Wells Financial Advisors
Massachusetts
$64.5K
AssetMark Inc
31
AssetMark Inc
California
$53.9K +$40.7K +893 +314%
LFG
32
Larson Financial Group
Missouri
$38.7K +$228 +5 +0.6%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$32K
AAP
34
Arax Advisory Partners
Colorado
$14.7K +$14.6K +321 New
PS
35
Principal Securities
Iowa
$13.3K
SPIA
36
Steward Partners Investment Advisory
New York
$2.1K
Wells Fargo
37
Wells Fargo
California
$44 +$46 +1 New
Citadel Advisors
38
Citadel Advisors
Florida
-$1.89M -42,706 Closed
NG
39
Novem Group
New York
-$389K -8,775 Closed
MWM
40
Maripau Wealth Management
Indiana
-$317K -7,146 Closed
SAW
41
Signal Advisors Wealth
Michigan
-$317K -7,146 Closed
RWA
42
Redhawk Wealth Advisors
Minnesota
-$228K -5,145 Closed
FA
43
Fermata Advisors
California
-$224K -5,054 Closed
CWA
44
Carolina Wealth Advisors
South Carolina
-$24.9K -561 Closed
Fidelity Investments
45
Fidelity Investments
Massachusetts
-$44 -1 Closed