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EQIN

Columbia U.S. Equity Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$27.3M +$3.02M +66,350 +13%
LPL Financial
2
LPL Financial
California
$11.6M +$4.93M +108,470 +80%
SFS
3
Sowell Financial Services
Arkansas
$5.7M -$177K -3,891 -3%
NA
4
NewEdge Advisors
Louisiana
$4.42M -$21.6K -476 -0.5%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$2.58M +$186K +4,086 +8%
PA
6
Prism Advisors
California
$1.59M +$206K +4,526 +16%
Jane Street
7
Jane Street
New York
$1.27M -$596K -13,123 -33%
RFN
8
Redwood Financial Network
Ohio
$1.1M +$247K +5,444 +31%
GM
9
GeoWealth Management
Illinois
$1.09M +$5.32K +117 +0.5%
Goldman Sachs
10
Goldman Sachs
New York
$850K +$816K +17,957 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$751K +$406K +8,936 +129%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$598K +$574K +12,630 New
AF
13
Allworth Financial
California
$549K
PAG
14
Private Advisor Group
New Jersey
$532K -$37.9K -833 -7%
JP Morgan Chase
15
JP Morgan Chase
New York
$496K -$55K -1,209 -10%
PPW
16
Parcion Private Wealth
Washington
$436K +$29.4K +647 +8%
SAW
17
Signal Advisors Wealth
Michigan
$341K +$328K +7,215 New
AI
18
Atria Investments
North Carolina
$341K -$17K -375 -5%
RWA
19
Redhawk Wealth Advisors
Minnesota
$269K -$10.9K -239 -4%
KMWM
20
Keudell/Morrison Wealth Management
Oregon
$261K +$251K +5,515 New
FA
21
Fermata Advisors
California
$237K +$636 +14 +0.3%
Truist Financial
22
Truist Financial
North Carolina
$226K +$217K +4,781 New
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$126K +$121K +2,654 New
NP
24
NorthRock Partners
Minnesota
$80.5K
AIC
25
Archer Investment Corporation
Indiana
$76.9K +$227 +5 +0.3%