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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
$235M -$871K -17,137 -0.4%
LPL Financial
2
LPL Financial
California
$109M +$12M +236,410 +12%
B
3
Bensler
Washington
$42.6M +$7.1M +139,676 +20%
KPWS
4
Kestra Private Wealth Services
Texas
$36.7M +$753K +14,823 +2%
Raymond James Financial
5
Raymond James Financial
Florida
$26.4M +$7.93M +156,014 +42%
UBS Group
6
UBS Group
Switzerland
$20.8M +$6.82M +134,129 +48%
Wells Fargo
7
Wells Fargo
California
$18.7M +$13.1M +257,262 +227%
BI
8
Berkeley Inc
Idaho
$10.2M -$5.63M -110,803 -35%
HWAM
9
Hennion & Walsh Asset Management
New Jersey
$9.9M +$288K +5,670 +3%
KDA
10
Kraft Davis & Associates
Missouri
$8.97M -$113K -2,219 -1%
BFG
11
Bleakley Financial Group
New Jersey
$8.74M -$723K -14,226 -8%
NPAN
12
Northeast Planning Associates NH
New Hampshire
$8.42M +$8.5M +167,258 New
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$6.63M +$104K +2,055 +2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$6.62M +$592K +11,644 +10%
USCWA
15
U.S. Capital Wealth Advisors
Texas
$5.93M +$647K +12,740 +12%
BIG
16
Brookwood Investment Group
Arizona
$5.8M -$6.05M -119,031 -51%
MOS
17
MGO One Seven
Ohio
$5.71M +$5.32M +104,662 +1,200%
ANBOT
18
American National Bank of Texas
Texas
$5.39M -$155K -3,053 -3%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$5.35M +$382K +7,510 +8%
TGAM
20
TBH Global Asset Management
Tennessee
$5.34M +$78.2K +1,538 +1%
Osaic Holdings
21
Osaic Holdings
Arizona
$5.11M +$181K +3,560 +4%
GWP
22
Gateway Wealth Partners
Wisconsin
$4.81M +$2.3M +45,240 +90%
HAS
23
HBW Advisory Services
California
$4.39M -$62.4K -1,228 -1%
IA
24
IFP Advisors
Florida
$4.28M +$4.32M +85,091 New
Citadel Advisors
25
Citadel Advisors
Florida
$3.77M +$3.81M +74,966 New