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Columbia Research Enhanced Core ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AI
26
Atria Investments
North Carolina
$6.39M +$6.47M +184,511 New
IAA
27
Independent Advisor Alliance
North Carolina
$6.13M +$6.21M +176,981 New
BWL
28
Bogart Wealth LLC
Virginia
$5.92M +$2.23M +63,689 +59%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$5.74M +$5.19M +147,794 +822%
GVAG
30
Great Valley Advisor Group
Delaware
$5.64M +$5.37M +153,011 +1,528%
UWM
31
USAdvisors Wealth Management
Minnesota
$5.58M +$5.66M +161,339 New
WIA
32
World Investment Advisors
California
$5.11M +$1.15M +32,858 +29%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$5.11M +$2.9M +82,705 +127%
Osaic Holdings
34
Osaic Holdings
Arizona
$4.91M +$1.47M +41,962 +42%
EFS
35
Essex Financial Services
Connecticut
$4.67M +$3.32M +94,476 +234%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$4.33M +$3.35M +95,611 +323%
FA
37
Fermata Advisors
California
$3.47M -$2.44M -69,528 -41%
PAG
38
Private Advisor Group
New Jersey
$3.47M +$352K +10,020 +11%
RFN
39
RDA Financial Network
Iowa
$3.43M +$3.47M +98,957 New
WWM
40
Western Wealth Management
Colorado
$3.38M +$1.23M +34,987 +56%
Jones Financial Companies
41
Jones Financial Companies
Missouri
$3.16M +$1.75M +49,849 +120%
IWP
42
IAG Wealth Partners
Wisconsin
$3.05M +$1.1M +31,476 +56%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$3.01M +$702K +20,008 +30%
Mariner
44
Mariner
Kansas
$2.98M -$69.4K -1,979 -2%
SOS
45
Silver Oak Securities
Tennessee
$2.87M +$2.9M +82,611 New
ACS
46
Archford Capital Strategies
Illinois
$2.81M +$2.85M +81,254 New
KPWS
47
Kestra Private Wealth Services
Texas
$2.58M +$2.61M +74,413 New
EAM
48
Empirical Asset Management
Massachusetts
$2.3M -$97.8K -2,786 -4%
DC
49
Davenport & Co
Virginia
$1.74M +$1.25M +35,636 +246%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$1.62M +$1.65M +46,908 New