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Eaton Vance Intermediate Municipal Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$426K +$424K +8,000 New
CWM
27
Cornerstone Wealth Management
Missouri
$406K – – –
Miller Financial Services
28
Miller Financial Services
Michigan
$365K +$85.8K +1,620 +31%
Regal Investment Advisors
29
Regal Investment Advisors
Michigan
$286K – – –
APFP
30
Action Point Financial Planning
Michigan
$277K +$276K +5,200 New
Private Advisor Group
31
Private Advisor Group
New Jersey
$254K -$197K -3,715 -44%
Mercer Global Advisors
32
Mercer Global Advisors
Colorado
$248K -$96.8K -1,826 -28%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$215K +$11.6K +218 +6%
Steward Partners Investment Advisory
34
Steward Partners Investment Advisory
New York
$213K +$212K +4,000 New
Creative Financial Designs
35
Creative Financial Designs
Indiana
$203K -$95.4K -1,800 -32%
IFP Advisors
36
IFP Advisors
Florida
$193K +$57.1K +1,077 +42%
Aptus Capital Advisors
37
Aptus Capital Advisors
Alabama
$127K +$5.67K +107 +5%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$119K +$47.7K +900 +67%
IFG Advisory
39
IFG Advisory
Georgia
$104K +$103K +1,951 New
UBS Group
40
UBS Group
Switzerland
$14.4K +$14.4K +271 New
Private Trust Company
41
Private Trust Company
Ohio
$13.3K – – –
Global Retirement Partners
42
Global Retirement Partners
California
$2.76K +$2.76K +52 New
Flow Traders U.S.
43
Flow Traders U.S.
New York
– -$974K -18,527 Closed
NewEdge Advisors
44
NewEdge Advisors
Louisiana
– -$263K -5,011 Closed
TCFG Investment Advisors
45
TCFG Investment Advisors
California
– -$231K -4,400 Closed
Clear Investment Research
46
Clear Investment Research
Georgia
– -$138K -2,626 Closed
Rossby Financial
47
Rossby Financial
Florida
– -$44.5K -845 Closed
Clarity Asset Management
48
Clarity Asset Management
Iowa
– -$25.8K -491 Closed
Advisory Services Network
49
Advisory Services Network
Georgia
– -$17.9K -340 Closed