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Columbia Research Enhanced Core ETF
RECS

Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$352M +$309M +8,885,095 +519%
LPL Financial
2
LPL Financial
California
$298M +$31.1M +893,397 +11%
Bank of America
3
Bank of America
North Carolina
$163M +$48M +1,378,900 +39%
Raymond James Financial
4
Raymond James Financial
Florida
$91.3M +$40.5M +1,164,853 +74%
Morgan Stanley
5
Morgan Stanley
New York
$79.6M +$24.5M +705,023 +42%
GI
6
Gradient Investments
Minnesota
$66.7M +$69.8M +2,008,135 New
SIM
7
Stratos Investment Management
Ohio
$62.9M +$16.8M +484,154 +34%
BWP
8
BlueStem Wealth Partners
Minnesota
$52.5M +$13.3M +382,928 +32%
SWP
9
Stratos Wealth Partners
Ohio
$50.8M +$13M +375,240 +33%
AWA
10
Amplius Wealth Advisors
Pennsylvania
$50.2M +$5.61M +161,292 +12%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$47.2M +$18.1M +519,368 +58%
SWAG
12
Spectrum Wealth Advisory Group
California
$33.3M +$850K +24,453 +2%
Wells Fargo
13
Wells Fargo
California
$30.2M +$31.4M +901,745 +13,528%
DA
14
Drake & Associates
Wisconsin
$26.7M +$575K +16,521 +2%
DWP
15
Daymark Wealth Partners
Ohio
$21M +$22M +631,493 New
JP Morgan Chase
16
JP Morgan Chase
New York
$20.9M +$20.5M +589,537 +1,447%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$19M +$2.37M +68,079 +13%
TW
18
Trajan Wealth
Arizona
$18.4M +$573K +16,466 +3%
TCTWM
19
Three Cord True Wealth Management
Pennsylvania
$16.1M +$1.59M +45,799 +10%
TWP
20
Tower Wealth Partners
Pennsylvania
$15.7M +$211K +6,077 +1%
SA
21
Scarborough Advisors
Maryland
$14.5M +$463K +13,303 +3%
GIA
22
Gladstone Institutional Advisory
Florida
$13.3M +$504K +14,499 +4%
CF
23
Centaurus Financial
California
$12.5M +$657K +18,882 +5%
NA
24
NewEdge Advisors
Louisiana
$12M +$1.54M +44,286 +14%
MML Investors Services
25
MML Investors Services
Massachusetts
$11.7M +$5.55M +159,717 +83%
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