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Columbia Research Enhanced Core ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
101
Tyler-Stone Wealth Management
Ohio
$338K +$55.6K +1,600 +19%
RA
102
RiverTree Advisors
Florida
$289K -$1.31M -37,547 -81%
FA
103
Fiduciary Alliance
South Carolina
$258K +$270K +7,760 New
HI
104
Harbour Investments
Wisconsin
$241K +$178K +5,116 +240%
CFG
105
Copley Financial Group
California
$234K +$245K +7,038 New
EH
106
Equitable Holdings
New York
$223K +$233K +6,700 New
Comerica Bank
107
Comerica Bank
Texas
$214K +$171K +4,928 +327%
MA
108
MONECO Advisors
Connecticut
$210K -$49.6K -1,427 -18%
Truist Financial
109
Truist Financial
North Carolina
$209K -$49.7K -1,429 -19%
PWM
110
Perigon Wealth Management
California
$208K +$6.09K +175 +3%
Citigroup
111
Citigroup
New York
$134K +$140K +4,022 New
LFG
112
Larson Financial Group
Missouri
$126K +$132K +3,790 New
AAP
113
Arax Advisory Partners
Colorado
$103K +$108K +3,113 New
AF
114
Allworth Financial
California
$45.8K
CFP
115
Comprehensive Financial Planning
Pennsylvania
$35.7K -$35 -1 -0.1%
Fidelity Investments
116
Fidelity Investments
Massachusetts
$33.8K +$7.58K +218 +27%
GK
117
Graney & King
New York
$33.2K
RMP
118
Richards, Merrill & Peterson
Washington
$23.2K
MSFP
119
Mark Sheptoff Financial Planning
Connecticut
$12.8K +$974 +28 +8%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$7K
CA
121
CoreCap Advisors
Michigan
$3.52K -$10.5K -302 -74%
DFA
122
DHJJ Financial Advisors
Illinois
$167
IAA
123
Independent Advisor Alliance
North Carolina
-$6.13M -176,981 Closed
Goldman Sachs
124
Goldman Sachs
New York
-$773K -22,340 Closed
FEM
125
Fulcrum Equity Management
Texas
-$714K -20,638 Closed