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Eaton Vance Floating-Rate ETF
EVLN

Name Holding Trade Value Shares
Change 		Change in
Stake
TPSF
1
Texas Permanent School Fund
Texas
$728M – – –
Morgan Stanley
2
Morgan Stanley
New York
$360M +$52M +1,065,927 +17%
Ameriprise
3
Ameriprise
Minnesota
$29.4M +$42.2K +866 +0.1%
LPL Financial
4
LPL Financial
California
$19.6M +$150K +3,086 +0.8%
SWASL
5
Spartan Wealth Advisory Services LLC
Michigan
$10.2M +$180K +3,695 +2%
EIA
6
Eldridge Investment Advisors
New Hampshire
$8.44M -$272K -5,582 -3%
Corient Private Wealth
7
Corient Private Wealth
Florida
$7.16M +$17.2K +352 +0.2%
CTC
8
Central Trust Company
Missouri
$5.62M +$746K +15,294 +15%
FFA
9
Founders Financial Alliance
North Carolina
$5.36M -$180K -3,700 -3%
OWP
10
Obermeyer Wealth Partners
Colorado
$5.02M -$746K -15,300 -13%
PA
11
Perennial Advisors
New York
$4.77M +$4.79M +98,238 New
MPWS
12
McCarter Private Wealth Services
Massachusetts
$4.64M +$4.67M +95,726 New
IPW
13
Impact Partnership Wealth
Georgia
$3.05M +$702K +14,392 +30%
CFD
14
Creative Financial Designs
Indiana
$2.29M +$2.3M +47,233 New
WWM
15
Western Wealth Management
Colorado
$2.17M +$125K +2,571 +6%
VWA
16
Visionary Wealth Advisors
Illinois
$1.7M +$36.1K +740 +2%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$1.66M +$1.67M +34,221 New
QFW
18
QTR Family Wealth
Florida
$1.55M -$326K -6,679 -17%
Wells Fargo
19
Wells Fargo
California
$1.46M +$690K +14,152 +89%
FFS
20
Founders Financial Securities
Maryland
$1.26M +$13.7K +281 +1%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.21M +$20K +411 +2%
SWP
22
Stratos Wealth Partners
Ohio
$1.16M +$4.88K +100 +0.4%
RCA
23
Riverview Capital Advisers
Massachusetts
$1.02M +$1.02M +21,013 New
Osaic Holdings
24
Osaic Holdings
Arizona
$982K -$96.6K -1,982 -9%
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$881K +$59.8K +1,226 +7%
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