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Columbia Research Enhanced Core ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCTWM
26
Three Cord True Wealth Management
Pennsylvania
$26M +$1.35M +33,376 +5%
SA
27
Scarborough Advisors
Maryland
$21M +$91K +2,243 +0.4%
TW
28
Trajan Wealth
Arizona
$20.7M +$153K +3,784 +0.7%
KW
29
KWB Wealth
California
$19.9M -$126K -3,110 -0.6%
TWP
30
Tower Wealth Partners
Pennsylvania
$19.7M +$294K +7,246 +1%
MML Investors Services
31
MML Investors Services
Massachusetts
$18.6M -$4.44M -109,599 -19%
CF
32
Centaurus Financial
California
$18.3M +$2.72M +67,189 +17%
RMS
33
Retirement Management Systems
Maryland
$18M +$2M +49,217 +12%
GIA
34
Gladstone Institutional Advisory
Florida
$17.8M +$1.36M +33,502 +8%
HCA
35
Heck Capital Advisors
Wisconsin
$16.8M -$141K -3,482 -0.8%
EFS
36
Essex Financial Services
Connecticut
$16.5M +$2.64M +65,086 +18%
KPWS
37
Kestra Private Wealth Services
Texas
$16.3M +$1.58M +38,871 +10%
KAS
38
Kestra Advisory Services
Texas
$14.5M +$1.66M +40,950 +12%
Stifel Financial
39
Stifel Financial
Missouri
$13.5M +$1.06M +26,204 +8%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$13.5M +$104K +2,575 +0.8%
IWP
41
IAG Wealth Partners
Wisconsin
$13.2M +$1.01M +24,947 +8%
AWA
42
ARQ Wealth Advisors
Arizona
$13.1M +$2.11M +51,982 +18%
IAA
43
Independent Advisor Alliance
North Carolina
$12.8M +$13.3M +327,452 New
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$11.9M +$1.65M +40,592 +15%
B
45
Bensler
Washington
$9.56M +$133K +3,275 +1%
PVI
46
Pine Valley Investments
New Jersey
$9.49M +$1.09M +26,797 +12%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$9.48M +$3.03M +74,729 +44%
WMWM
48
Whitaker-Myers Wealth Managers
Ohio
$8.2M +$1.14M +28,114 +15%
SFG
49
Snider Financial Group
Washington
$8.1M +$927K +22,868 +12%
AI
50
Atria Investments
North Carolina
$7.5M -$119K -2,922 -1%