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Columbia Research Enhanced Core ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$203M +$66.5M +2,029,508 +51%
Bank of America
2
Bank of America
North Carolina
$104M +$19.3M +590,055 +24%
Ameriprise
3
Ameriprise
Minnesota
$60.8M -$29M -885,991 -33%
AWA
4
Amplius Wealth Advisors
Pennsylvania
$41.3M +$6.42M +196,022 +19%
Morgan Stanley
5
Morgan Stanley
New York
$39.8M +$22.7M +691,888 +143%
SWP
6
Stratos Wealth Partners
Ohio
$38.4M +$17.7M +539,425 +91%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$32.6M +$21.1M +644,066 +204%
SIM
8
Stratos Investment Management
Ohio
$32.5M +$31.4M +958,405 New
SWAG
9
Spectrum Wealth Advisory Group
California
$27.6M +$26.7M +814,229 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$19.7M +$5.53M +168,826 +41%
GIA
11
Gladstone Institutional Advisory
Florida
$15.8M +$3.01M +91,850 +25%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$14.3M +$1.12M +34,322 +9%
NA
13
NewEdge Advisors
Louisiana
$10.3M +$1.28M +39,198 +15%
RJA
14
Raymond James & Associates
Florida
$9.32M +$986K +30,105 +12%
Two Sigma Investments
15
Two Sigma Investments
New York
$8.87M +$6.56M +200,500 +328%
B
16
Bensler
Washington
$7.15M +$359K +10,960 +5%
AWA
17
ARQ Wealth Advisors
Arizona
$6.02M +$5.26M +160,701 +835%
FA
18
Fermata Advisors
California
$5.76M -$152K -4,646 -3%
MML Investors Services
19
MML Investors Services
Massachusetts
$5.59M +$5.05M +154,264 +1,451%
WIA
20
World Investment Advisors
California
$3.89M +$2.52M +77,066 +204%
BWL
21
Bogart Wealth LLC
Virginia
$3.64M +$3.52M +107,359 New
Osaic Holdings
22
Osaic Holdings
Arizona
$3.39M -$11.2M -340,702 -77%
KWM
23
Kingsview Wealth Management
Oregon
$3.22M +$3.11M +94,888 New
PAG
24
Private Advisor Group
New Jersey
$3.06M +$1.78M +54,373 +151%
Mariner
25
Mariner
Kansas
$2.98M +$2.88M +88,020 New