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Columbia Multi-Sector Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$389K +$17K +838 +5%
MTWM
27
Masso Torrence Wealth Management
New Jersey
$387K -$259K -12,773 -40%
HGWM
28
Horst & Graben Wealth Management
Oregon
$344K -$21K -1,034 -6%
LSPW
29
Lake Street Private Wealth
Illinois
$301K +$303K +14,911 New
GSAM
30
Grant Street Asset Management
Pennsylvania
$256K +$873 +43 +0.3%
MSFS
31
Main Street Financial Solutions
Pennsylvania
$246K
SOS
32
Silver Oak Securities
Tennessee
$227K -$13.7K -676 -6%
AWS
33
Atria Wealth Solutions
New York
$223K +$25.4K +1,250 +13%
CMBA
34
C.M. Bidwell & Associates
Hawaii
$202K +$204K +10,025 New
Osaic Holdings
35
Osaic Holdings
Arizona
$160K -$21.3K -1,049 -12%
IA
36
IFP Advisors
Florida
$143K
HI
37
Harbour Investments
Wisconsin
$101K +$102K +5,015 New
CWA
38
Clearview Wealth Advisors
Oregon
$36K
WWP
39
WR Wealth Planners
Missouri
$32.8K -$154K -7,577 -82%
APA
40
American Portfolios Advisors
New York
$22.2K
IWP
41
IAG Wealth Partners
Wisconsin
$22K
FSWA
42
Financial Synergies Wealth Advisors
Texas
$14K +$14.1K +695 New
CIA
43
Compass Ion Advisors
Pennsylvania
-$276K -13,175 Closed
EH
44
Equitable Holdings
New York
-$239K -11,414 Closed
MML Investors Services
45
MML Investors Services
Massachusetts
-$220K -10,479 Closed
UBS Group
46
UBS Group
Switzerland
-$96K -4,592 Closed