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Columbia Research Enhanced Core ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWP
101
Equity Wealth Partners
Missouri
$837K +$799K +20,745 New
PWM
102
Palumbo Wealth Management
New York
$801K +$306K +7,941 +67%
Truist Financial
103
Truist Financial
North Carolina
$798K +$445K +11,539 +140%
MQWP
104
Morey & Quinn Wealth Partners
Nebraska
$795K -$2.74K -71 -0.4%
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$792K +$33.5K +868 +5%
YIH
106
Y-Intercept (HK)
Hong Kong
$790K -$126K -3,279 -14%
SF
107
Summit Financial
New Jersey
$747K +$713K +18,508 New
PIAS
108
PCA Investment Advisory Services
Ohio
$705K
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$701K +$670K +17,385 New
GFG
110
Goldstone Financial Group
Illinois
$666K +$636K +16,494 New
RWM
111
Riverbend Wealth Management
South Carolina
$655K +$54.7K +1,419 +10%
RA
112
RiverTree Advisors
Florida
$580K +$239K +6,195 +76%
CWM
113
Cornerstone Wealth Management
Missouri
$574K -$17.7K -460 -3%
GVAG
114
Great Valley Advisor Group
Delaware
$553K -$23.1K -600 -4%
Citadel Advisors
115
Citadel Advisors
Florida
$486K -$197K -5,113 -30%
FIA
116
Foundations Investment Advisors
Arizona
$453K +$433K +11,231 New
HI
117
Harbour Investments
Wisconsin
$383K +$50.1K +1,299 +16%
NA
118
NewEdge Advisors
Louisiana
$372K -$13.4M -348,542 -97%
SWA
119
Stratos Wealth Advisors
Ohio
$340K -$16.1K -418 -5%
D.E. Shaw & Co
120
D.E. Shaw & Co
New York
$299K +$285K +7,400 New
JWBC
121
John W. Brooker & Co
California
$296K +$283K +7,331 New
PWM
122
Perigon Wealth Management
California
$283K +$3.7K +96 +1%
KFSN
123
Keystone Financial Services (Nebraska)
Nebraska
$275K +$4.28K +111 +2%
FA
124
Fiduciary Alliance
South Carolina
$271K -$6.78K -176 -3%
DJFS
125
Dean Jacobson Financial Services
Texas
$265K +$253K +6,559 New