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Columbia Research Enhanced Core ETF

Name Holding Trade Value Shares
Change
Change in
Stake
P
101
&Partners
Tennessee
$757K +$83.1K +2,453 +14%
MQWP
102
Morey & Quinn Wealth Partners
Nebraska
$728K +$142K +4,200 +27%
DIA
103
Dana Investment Advisors
Wisconsin
$697K +$249K +7,364 +64%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$690K +$215K +6,359 +51%
PIAS
105
PCA Investment Advisory Services
Ohio
$643K +$117K +3,460 +25%
Citadel Advisors
106
Citadel Advisors
Florida
$631K +$83K +2,450 +17%
RWM
107
Riverbend Wealth Management
South Carolina
$545K +$140K +4,123 +39%
CWM
108
Cornerstone Wealth Management
Missouri
$540K +$53.7K +1,587 +12%
GVAG
109
Great Valley Advisor Group
Delaware
$526K -$4.96M -146,323 -91%
EH
110
Equitable Holdings
New York
$457K +$194K +5,730 +86%
PWM
111
Palumbo Wealth Management
New York
$438K +$404K +11,916 New
CMS
112
Capital Market Strategies
Florida
$388K +$358K +10,558 New
TSWM
113
Tyler-Stone Wealth Management
Ohio
$378K +$3.39K +100 +1%
SWA
114
Stratos Wealth Advisors
Ohio
$326K +$300K +8,856 New
Truist Financial
115
Truist Financial
North Carolina
$303K +$65.7K +1,939 +31%
HI
116
Harbour Investments
Wisconsin
$302K +$32.2K +951 +13%
RA
117
RiverTree Advisors
Florida
$301K -$17.4K -515 -6%
AFG
118
Atomi Financial Group
New York
$260K +$239K +7,061 New
PWM
119
Perigon Wealth Management
California
$255K +$22.6K +666 +11%
FA
120
Fiduciary Alliance
South Carolina
$253K -$29.7K -877 -11%
KFSN
121
Keystone Financial Services (Nebraska)
Nebraska
$246K +$227K +6,698 New
CFG
122
Copley Financial Group
California
$244K -$13.4K -395 -6%
MA
123
MONECO Advisors
Connecticut
$218K -$13.3K -394 -6%
IWC
124
Integrated Wealth Concepts
Massachusetts
$218K +$200K +5,912 New
GK
125
Graney & King
New York
$200K +$151K +4,447 +445%