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Columbia Research Enhanced Core ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TW
26
Trajan Wealth
Arizona
$21.5M -$394K -9,687 -2%
UBS Group
27
UBS Group
Switzerland
$21.1M +$490K +12,034 +2%
TWP
28
Tower Wealth Partners
Pennsylvania
$20.4M +$140K +3,440 +0.7%
KW
29
KWB Wealth
California
$20M +$6.52M +160,249 +49%
AAS
30
Ameritas Advisory Services
Nebraska
$18M +$6.1M +149,820 +52%
HCA
31
Heck Capital Advisors
Wisconsin
$17.7M -$141K -3,461 -0.8%
GIA
32
Gladstone Institutional Advisory
Florida
$17.2M -$1.97M -48,377 -10%
RMS
33
Retirement Management Systems
Maryland
$16.8M +$16.8M +411,589 New
CF
34
Centaurus Financial
California
$16.5M +$202K +4,975 +1%
KPWS
35
Kestra Private Wealth Services
Texas
$15.5M +$2.34M +57,514 +18%
EFS
36
Essex Financial Services
Connecticut
$14.6M +$2.49M +61,151 +21%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$14.2M -$22.5K -554 -0.2%
KAS
38
Kestra Advisory Services
Texas
$13.6M +$870K +21,377 +7%
Stifel Financial
39
Stifel Financial
Missouri
$13.1M +$966K +23,747 +8%
IWP
40
IAG Wealth Partners
Wisconsin
$12.8M +$324K +7,953 +3%
ACS
41
Archford Capital Strategies
Illinois
$12.4M -$1.61M -39,650 -12%
AWA
42
ARQ Wealth Advisors
Arizona
$11.6M +$1.43M +35,065 +14%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$10.9M +$207K +5,084 +2%
B
44
Bensler
Washington
$9.88M +$95.6K +2,349 +1%
PVI
45
Pine Valley Investments
New Jersey
$8.85M +$446K +10,953 +5%
BFF
46
Byrne Financial Freedom
Massachusetts
$8.14M +$2.12M +52,192 +35%
AI
47
Atria Investments
North Carolina
$7.98M -$557K -13,696 -7%
SFG
48
Snider Financial Group
Washington
$7.55M +$2.02M +49,523 +37%
WMWM
49
Whitaker-Myers Wealth Managers
Ohio
$7.45M +$1.71M +42,086 +30%
DC
50
Davenport & Co
Virginia
$7.22M +$583K +14,329 +9%