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Columbia Research Enhanced Core ETF
RECS

Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$710M +$149M +3,650,956 +27%
Ameriprise
2
Ameriprise
Minnesota
$540M +$577K +14,184 +0.1%
Bank of America
3
Bank of America
North Carolina
$247M +$8.06M +198,051 +3%
Morgan Stanley
4
Morgan Stanley
New York
$213M +$51.5M +1,265,928 +32%
Raymond James Financial
5
Raymond James Financial
Florida
$201M +$35.5M +871,865 +22%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$134M +$21.8M +535,497 +19%
Osaic Holdings
7
Osaic Holdings
Arizona
$113M +$75.5M +1,855,582 +202%
BWL
8
Bogart Wealth LLC
Virginia
$91.5M +$685K +16,820 +0.8%
GI
9
Gradient Investments
Minnesota
$89.9M +$2.6M +63,805 +3%
Wells Fargo
10
Wells Fargo
California
$85.6M +$9.78M +240,313 +13%
SIM
11
Stratos Investment Management
Ohio
$84.7M +$2.57M +63,047 +3%
SWP
12
Stratos Wealth Partners
Ohio
$66.7M +$3.43M +84,225 +5%
AWA
13
Amplius Wealth Advisors
Pennsylvania
$66.3M +$1.01M +24,915 +2%
BWP
14
BlueStem Wealth Partners
Minnesota
$55M +$25.7M +631,523 +88%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$53.8M +$6.17M +151,667 +13%
MAC
16
Mason & Associates (California)
California
$42.3M -$337K -8,270 -0.8%
DA
17
Drake & Associates
Wisconsin
$41.1M +$3.27M +80,366 +9%
DWP
18
Daymark Wealth Partners
Ohio
$36.3M +$5.11M +125,673 +16%
JP Morgan Chase
19
JP Morgan Chase
New York
$33.6M +$3.86M +94,860 +13%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$33.5M +$8.95M +219,907 +37%
SWAG
21
Spectrum Wealth Advisory Group
California
$33.3M -$60.1K -1,477 -0.2%
TCTWM
22
Three Cord True Wealth Management
Pennsylvania
$25.8M +$3.91M +96,135 +18%
Jones Financial Companies
23
Jones Financial Companies
Missouri
$24.6M +$9.68M +237,779 +65%
MML Investors Services
24
MML Investors Services
Massachusetts
$24M +$7.44M +182,856 +45%
SA
25
Scarborough Advisors
Maryland
$21.9M +$341K +8,369 +2%
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