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Eaton Vance Floating-Rate ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Raymond James Financial
26
Raymond James Financial
Florida
$465K +$462K +9,330 New
QFW
27
QTR Family Wealth
Florida
$415K +$75.5K +1,524 +22%
Creative Planning
28
Creative Planning
Kansas
$392K -$58.2K -1,175 -13%
Atria Wealth Solutions
29
Atria Wealth Solutions
New York
$293K -$791K -15,957 -73%
PIA
30
Panoramic Investment Advisors
Colorado
$276K -$12.8K -259 -4%
Fiduciary Trust
31
Fiduciary Trust
Massachusetts
$273K – – –
Comerica Bank
32
Comerica Bank
Texas
$130K +$6.89K +139 +6%
Brown Brothers Harriman & Co
33
Brown Brothers Harriman & Co
New York
$39.4K +$39.2K +791 New
Steward Partners Investment Advisory
34
Steward Partners Investment Advisory
New York
$13K – – –
Fidelity Investments
35
Fidelity Investments
Massachusetts
$6.18K +$6.14K +124 New
Bank of America
36
Bank of America
North Carolina
– -$758K -15,337 Closed
Flow Traders U.S.
37
Flow Traders U.S.
New York
– -$301K -6,095 Closed
Private Advisor Group
38
Private Advisor Group
New Jersey
– -$231K -4,667 Closed