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Columbia Research Enhanced Core ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
126
Integrated Wealth Concepts
Massachusetts
$256K +$17K +442 +7%
CFG
127
Copley Financial Group
California
$256K -$11.3K -292 -4%
CCAL
128
City Center Advisors LLC
Michigan
$244K +$234K +6,059 New
FEM
129
Fulcrum Equity Management
Texas
$244K +$234K +6,059 New
IWM
130
Iams Wealth Management
Nebraska
$240K +$229K +5,937 New
Comerica Bank
131
Comerica Bank
Texas
$234K +$41.2K +1,068 +23%
MA
132
MONECO Advisors
Connecticut
$228K -$10.1K -262 -4%
GK
133
Graney & King
New York
$220K
Bank of New York Mellon
134
Bank of New York Mellon
New York
$202K +$193K +5,002 New
Focus Partners Wealth
135
Focus Partners Wealth
Massachusetts
$202K +$193K +5,001 New
PTC
136
Private Trust Company
Ohio
$140K
TWM
137
Tripletail Wealth Management
Florida
$126K +$120K +3,116 New
GRP
138
Global Retirement Partners
California
$119K +$8.29K +215 +8%
AAP
139
Arax Advisory Partners
Colorado
$111K +$11.5K +299 +13%
LFG
140
Larson Financial Group
Missouri
$91.9K
Fidelity Investments
141
Fidelity Investments
Massachusetts
$82.7K -$5.13K -133 -6%
TCOV
142
Trust Company of Vermont
Vermont
$60.1K +$57.4K +1,489 New
AF
143
Allworth Financial
California
$57.2K -$21K -544 -28%
CFP
144
Comprehensive Financial Planning
Pennsylvania
$40.6K
RFP
145
Root Financial Partners
California
$38.7K +$36.9K +958 New
MCM
146
MAI Capital Management
Ohio
$38.1K +$36.4K +945 New
AIC
147
Archer Investment Corporation
Indiana
$26.2K +$25K +649 New
RCM
148
Richardson Capital Management
Wisconsin
$24.2K +$23.1K +600 New
MSFP
149
Mark Sheptoff Financial Planning
Connecticut
$15.5K
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$8.76K +$8.36K +217 New