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EVMO

Eaton Vance Mortgage Opportunities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$238M +$20.9M +411,225 +10%
LPL Financial
2
LPL Financial
California
$98.2M +$13.2M +259,730 +16%
KPWS
3
Kestra Private Wealth Services
Texas
$36.3M +$546K +10,767 +2%
B
4
Bensler
Washington
$35.9M +$3.83M +75,532 +12%
Raymond James Financial
5
Raymond James Financial
Florida
$18.7M +$2.08M +40,968 +13%
BI
6
Berkeley Inc
Idaho
$15.9M +$57.5K +1,132 +0.4%
UBS Group
7
UBS Group
Switzerland
$14.2M -$610K -12,016 -4%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$13.8M -$6.77M -133,350 -33%
BIG
9
Brookwood Investment Group
Arizona
$11.9M +$316K +6,222 +3%
HWAM
10
Hennion & Walsh Asset Management
New Jersey
$9.7M +$521K +10,271 +6%
BFG
11
Bleakley Financial Group
New Jersey
$9.53M +$9.54M +187,911 New
KDA
12
Kraft Davis & Associates
Missouri
$9.17M -$77K -1,518 -0.8%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$6.58M +$6.58M +129,599 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$6.08M +$575K +11,334 +10%
Wells Fargo
15
Wells Fargo
California
$5.76M +$5.03M +99,120 +687%
ANBOT
16
American National Bank of Texas
Texas
$5.59M +$5.59M +110,169 New
USCWA
17
U.S. Capital Wealth Advisors
Texas
$5.33M +$3.87M +76,333 +266%
TGAM
18
TBH Global Asset Management
Tennessee
$5.33M +$671K +13,211 +14%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$5.02M -$170K -3,359 -3%
Osaic Holdings
20
Osaic Holdings
Arizona
$4.97M +$2.46M +48,501 +98%
HAS
21
HBW Advisory Services
California
$4.49M +$419K +8,258 +10%
AI
22
Atria Investments
North Carolina
$3.33M +$85.8K +1,690 +3%
EBA
23
Eagle Bay Advisors
New York
$3.33M +$99.6K +1,962 +3%
GWP
24
Gateway Wealth Partners
Wisconsin
$2.55M +$2.55M +50,252 New
ISFAN
25
Investor's Fiduciary Advisor Network
Washington
$2.42M +$1.43M +28,170 +144%