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Columbia Research Enhanced Core ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DJFS
151
Dean Jacobson Financial Services
Texas
$284K
GRP
152
Global Retirement Partners
California
$278K +$272K +6,417 New
Bank of New York Mellon
153
Bank of New York Mellon
New York
$271K +$265K +6,251 New
HI
154
Harbour Investments
Wisconsin
$261K +$34.3K +809 +15%
PWM
155
Perigon Wealth Management
California
$258K -$57.3K -1,351 -18%
BW
156
BostonPremier Wealth
Massachusetts
$249K -$10.6K -250 -4%
BPFA
157
Barnes Pettey Financial Advisors
Mississippi
$228K
CWM
158
Concentrum Wealth Management
California
$216K +$212K +5,000 New
CFG
159
Copley Financial Group
California
$215K -$45.5K -1,073 -18%
FIA
160
Foundations Investment Advisors
Arizona
$213K +$208K +4,916 New
SAG
161
SageView Advisory Group
California
$213K +$208K +4,911 New
CCM
162
Coldstream Capital Management
Washington
$212K -$80.3K -1,894 -28%
TIA
163
TCFG Investment Advisors
California
$202K +$198K +4,665 New
GK
164
Graney & King
New York
$163K -$72.9K -1,720 -31%
MSFP
165
Mark Sheptoff Financial Planning
Connecticut
$107K
UBS AM
166
UBS AM
Illinois
$98.7K
AAP
167
Arax Advisory Partners
Colorado
$83.7K +$43K +1,015 +110%
PTC
168
Private Trust Company
Ohio
$74.4K +$9.96K +235 +16%
CFSG
169
Community Financial Services Group
Vermont
$62.7K +$61.1K +1,443 New
LFG
170
Larson Financial Group
Missouri
$61.8K
AF
171
Allworth Financial
California
$61.3K
CIAS
172
Capital Investment Advisory Services
North Carolina
$48.7K +$47.7K +1,125 New
CFP
173
Comprehensive Financial Planning
Pennsylvania
$44K +$42 +1 +0.1%
TCOV
174
Trust Company of Vermont
Vermont
$38.6K +$37.8K +893 New
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
$32.8K