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Columbia Multi-Sector Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Harbour Investments
76
Harbour Investments
Wisconsin
$87.6K – – –
Farther Finance Advisors
77
Farther Finance Advisors
California
$82K +$3.47K +172 +5%
Fidelity Investments
78
Fidelity Investments
Massachusetts
$58.3K +$43.4K +2,155 +316%
JGCM
79
Joseph Group Capital Management
Ohio
$54.6K +$7.09K +352 +15%
MAI Capital Management
80
MAI Capital Management
Ohio
$44.4K – – –
Principal Securities
81
Principal Securities
Iowa
$42.4K +$17.1K +846 +69%
NFSG
82
Newbridge Financial Services Group
Florida
$36.2K – – –
Geneos Wealth Management
83
Geneos Wealth Management
Colorado
$35.9K – – –
Larson Financial Group
84
Larson Financial Group
Missouri
$23.5K -$11.3K -563 -33%
AFWM
85
Abich Financial Wealth Management
Virginia
$8.21K +$8.06K +400 New
NS
86
NBC Securities
Alabama
$923 +$907 +45 New
AWA
87
ARQ Wealth Advisors
Arizona
– -$2.93M -145,368 Closed
CLA (CliftonLarsonAllen) Wealth Advisors
88
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$2.19M -109,039 Closed
GM
89
GeoWealth Management
Illinois
– -$1.61M -80,031 Closed
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
– -$1.23M -61,054 Closed
Atria Investments
91
Atria Investments
North Carolina
– -$449K -22,292 Closed
TSS
92
Two Sigma Securities
New York
– -$269K -13,357 Closed
Cambridge Investment Research Advisors
93
Cambridge Investment Research Advisors
Iowa
– -$238K -11,804 Closed
CWM
94
Collaborative Wealth Management
Florida
– -$224K -11,134 Closed
RWM
95
Raffa Wealth Management
District of Columbia
– -$99.2K -4,930 Closed
Wilmington Savings Fund Society
96
Wilmington Savings Fund Society
Delaware
– -$1.51K -75 Closed