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EQIN

Columbia U.S. Equity Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFN
26
Redwood Financial Network
Ohio
$550K -$441K -9,422 -45%
GSEP
27
Golden State Equity Partners
California
$542K +$243K +5,189 +83%
Jane Street
28
Jane Street
New York
$514K -$1.2M -25,674 -70%
WIM
29
Westside Investment Management
California
$424K +$59.4K +1,269 +17%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$423K +$59.6K +1,273 +17%
SP
31
Stablepoint Partners
Massachusetts
$422K +$18.6K +398 +5%
IF
32
Intrua Financial
Texas
$330K
KMWM
33
Keudell/Morrison Wealth Management
Oregon
$254K +$250K +5,339 New
CF
34
Collier Financial
Colorado
$234K -$23.9K -510 -9%
MML Investors Services
35
MML Investors Services
Massachusetts
$219K +$6.04K +129 +3%
US Bancorp
36
US Bancorp
Minnesota
$97.2K +$95.7K +2,046 New
AIC
37
Archer Investment Corporation
Indiana
$79.5K +$281 +6 +0.4%
GRP
38
Global Retirement Partners
California
$75K +$26.1K +558 +55%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$74K -$4.35K -93 -6%
WFA
40
Wells Financial Advisors
Massachusetts
$67K
LFG
41
Larson Financial Group
Missouri
$40.8K +$234 +5 +0.6%
MWA
42
Medallion Wealth Advisors
Connecticut
$34.4K
AAP
43
Arax Advisory Partners
Colorado
$23.8K +$23.4K +501 New
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$9K
UBS Group
45
UBS Group
Switzerland
$3.7K +$3.65K +78 New
Morgan Stanley
46
Morgan Stanley
New York
$52 +$47 +1 New
Wells Fargo
47
Wells Fargo
California
$16 -$94 -2 Closed
Citadel Advisors
48
Citadel Advisors
Florida
-$1.81M -38,843 Closed
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
-$610K -13,075 Closed
PS
50
Principal Securities
Iowa
-$583K -12,490 Closed