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EQIN

Columbia U.S. Equity Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$552K -$280K -6,139 -34%
IWM
27
IHT Wealth Management
Illinois
$513K +$501K +10,984 New
SP
28
Stablepoint Partners
Massachusetts
$396K +$387K +8,478 New
WIM
29
Westside Investment Management
California
$358K
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$356K +$93K +2,037 +36%
Jones Financial Companies
31
Jones Financial Companies
Missouri
$325K +$317K +6,938 New
IF
32
Intrua Financial
Texas
$324K
MP
33
McDonald Partners
Ohio
$305K +$298K +6,526 New
GSEP
34
Golden State Equity Partners
California
$289K +$13.8K +302 +5%
CF
35
Collier Financial
Colorado
$254K +$248K +5,439 New
MML Investors Services
36
MML Investors Services
Massachusetts
$209K +$205K +4,483 New
AAS
37
Ameritas Advisory Services
Nebraska
$141K +$138K +3,027 New
AIC
38
Archer Investment Corporation
Indiana
$77.9K +$228 +5 +0.3%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$77K -$274 -6 -0.4%
WFA
40
Wells Financial Advisors
Massachusetts
$65.8K
GRP
41
Global Retirement Partners
California
$47.7K
LFG
42
Larson Financial Group
Missouri
$39.9K +$183 +4 +0.5%
MWA
43
Medallion Wealth Advisors
Connecticut
$33.8K +$33K +724 New
TWM
44
Tripletail Wealth Management
Florida
$9.34K +$9.13K +200 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$9K -$22.8K -500 -71%
SPIA
46
Steward Partners Investment Advisory
New York
$2.15K
Wells Fargo
47
Wells Fargo
California
$76
SMC
48
Smith, Moore & Co
Missouri
-$235K -5,214 Closed
RWA
49
Redhawk Wealth Advisors
Minnesota
-$222K -4,927 Closed
AAP
50
Arax Advisory Partners
Colorado
-$4.78K -106 Closed