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Columbia Research Enhanced Core ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WMWM
51
Whitaker-Myers Wealth Managers
Ohio
$5.66M +$5.41M +140,254 New
SFG
52
Snider Financial Group
Washington
$5.46M +$442K +11,480 +9%
PAG
53
Private Advisor Group
New Jersey
$5.38M +$798K +20,707 +18%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$5.1M +$622K +16,128 +15%
WWM
55
Western Wealth Management
Colorado
$4.89M +$423K +10,968 +10%
BFA
56
Brown Financial Advisors
Ohio
$4.72M +$63.5K +1,647 +1%
RPGNY
57
Retirement Planning Group (New York)
New York
$4.21M +$549K +14,250 +16%
RFN
58
RDA Financial Network
Iowa
$4.13M -$124K -3,210 -3%
SA
59
Sovran Advisors
California
$4.13M +$322K +8,352 +9%
SPIA
60
Steward Partners Investment Advisory
New York
$3.98M +$330K +8,555 +9%
FA
61
Fermata Advisors
California
$3.79M -$293K -7,608 -7%
DI
62
DAGCO Inc
Ohio
$3.62M +$335K +8,688 +11%
Mariner
63
Mariner
Kansas
$3.34M -$1.69M -43,832 -35%
SOS
64
Silver Oak Securities
Tennessee
$3.33M +$75.4K +1,956 +2%
Citigroup
65
Citigroup
New York
$3.33M +$671K +17,407 +27%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$3.19M +$512K +13,293 +20%
SPC
67
Spirepoint Private Client
Florida
$2.65M +$41.7K +1,082 +2%
PW
68
Paladin Wealth
Minnesota
$2.65M +$204K +5,292 +9%
RIS
69
Richmond Investment Services
Wisconsin
$2.64M -$105K -2,732 -4%
MFS
70
Mattson Financial Services
Michigan
$2.57M -$34.7K -901 -1%
PPWM
71
Paragon Private Wealth Management
Kentucky
$2.49M +$157K +4,063 +7%
ASN
72
Advisory Services Network
Georgia
$2.44M -$113K -2,945 -5%
FCP
73
Fidelis Capital Partners
Florida
$2.06M +$43K +1,116 +2%
Jane Street
74
Jane Street
New York
$2.05M -$640M -16,607,546 -100%
LA
75
LM Advisors
California
$2.05M +$390K +10,130 +25%