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EVMO

Eaton Vance Mortgage Opportunities ETF
EVMO

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$216M +$215M +4,274,774 New
LPL Financial
2
LPL Financial
California
$84.7M +$84.2M +1,675,285 New
KPWS
3
Kestra Private Wealth Services
Texas
$35.6M +$35.4M +703,736 New
B
4
Bensler
Washington
$31.9M +$31.8M +631,521 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$20.5M +$20.4M +405,955 New
Raymond James Financial
6
Raymond James Financial
Florida
$16.5M +$16.5M +327,368 New
BI
7
Berkeley Inc
Idaho
$15.8M +$15.7M +313,076 New
UBS Group
8
UBS Group
Switzerland
$14.7M +$14.6M +290,982 New
BIG
9
Brookwood Investment Group
Arizona
$11.5M +$11.5M +228,128 New
KDA
10
Kraft Davis & Associates
Missouri
$9.2M +$9.15M +182,046 New
HWAM
11
Hennion & Walsh Asset Management
New Jersey
$9.14M +$9.09M +180,822 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$5.49M +$5.46M +108,611 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$5.17M +$5.14M +102,265 New
TGAM
14
TBH Global Asset Management
Tennessee
$4.64M +$4.61M +91,772 New
HAS
15
HBW Advisory Services
California
$4.05M +$4.03M +80,154 New
Corient Private Wealth
16
Corient Private Wealth
Florida
$3.79M +$3.77M +75,066 New
AI
17
Atria Investments
North Carolina
$3.23M +$3.22M +63,938 New
EBA
18
Eagle Bay Advisors
New York
$3.23M +$3.2M +63,666 New
RW
19
Rede Wealth
Virginia
$3.23M +$3.2M +63,666 New
Osaic Holdings
20
Osaic Holdings
Arizona
$2.48M +$2.49M +49,507 New
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$2.18M +$2.17M +43,074 New
Goldman Sachs
22
Goldman Sachs
New York
$1.95M +$1.94M +38,654 New
JP Morgan Chase
23
JP Morgan Chase
New York
$1.63M +$1.62M +32,208 New
AW
24
Atlas Wealth
Ohio
$1.47M +$1.47M +29,146 New
USCWA
25
U.S. Capital Wealth Advisors
Texas
$1.45M +$1.45M +28,750 New
1
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