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Columbia Research Enhanced Core ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
26
BlueStem Wealth Partners
Minnesota
$33.1M -$4.09M -96,522 -11%
TCTWM
27
Three Cord True Wealth Management
Pennsylvania
$30.6M +$1.77M +41,753 +6%
KW
28
KWB Wealth
California
$27.5M +$6.3M +148,675 +31%
MML Investors Services
29
MML Investors Services
Massachusetts
$25.8M +$4.98M +117,445 +25%
TW
30
Trajan Wealth
Arizona
$23.1M +$120K +2,843 +0.5%
GIA
31
Gladstone Institutional Advisory
Florida
$23M +$3.25M +76,664 +17%
TWP
32
Tower Wealth Partners
Pennsylvania
$22.1M +$221K +5,226 +1%
RMS
33
Retirement Management Systems
Maryland
$21.3M +$1.38M +32,456 +7%
AWA
34
ARQ Wealth Advisors
Arizona
$20.8M +$5.57M +131,469 +39%
SLF
35
Sun Life Financial
Ontario, Canada
$20.7M +$20.3M +478,020 New
CF
36
Centaurus Financial
California
$20.2M -$114K -2,687 -0.6%
HCA
37
Heck Capital Advisors
Wisconsin
$18.9M +$266K +6,273 +1%
KPWS
38
Kestra Private Wealth Services
Texas
$18.7M +$631K +14,880 +4%
EFS
39
Essex Financial Services
Connecticut
$17M -$1.29M -30,425 -7%
KAS
40
Kestra Advisory Services
Texas
$16.5M +$316K +7,462 +2%
Stifel Financial
41
Stifel Financial
Missouri
$15.3M +$287K +6,776 +2%
IWP
42
IAG Wealth Partners
Wisconsin
$15M +$401K +9,455 +3%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$14.7M +$1.44M +33,981 +11%
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$11.8M +$1.22M +28,811 +12%
PVI
45
Pine Valley Investments
New Jersey
$11.2M +$655K +15,450 +6%
B
46
Bensler
Washington
$10.8M +$131K +3,084 +1%
Citigroup
47
Citigroup
New York
$10.3M +$1.99M +47,035 +25%
WMWM
48
Whitaker-Myers Wealth Managers
Ohio
$10.2M +$1.1M +26,002 +12%
SFG
49
Snider Financial Group
Washington
$9.77M +$763K +18,008 +9%
DC
50
Davenport & Co
Virginia
$9.69M +$1.76M +41,638 +23%