We are live on ! Find out more
EVSM icon

Eaton Vance Short Duration Municipal Income ETF
EVSM

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$179M +$1.54M +30,665 +0.9%
Ameriprise
2
Ameriprise
Minnesota
$45.2M +$3.13M +62,242 +7%
LPL Financial
3
LPL Financial
California
$37M +$9.67M +192,097 +35%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$15.7M +$1.29M +25,711 +9%
GWAG
5
Garrett Wealth Advisory Group
Texas
$14.1M +$1.17M +23,310 +9%
P
6
&Partners
Tennessee
$13.5M +$1.21M +24,013 +10%
FFA
7
Farther Finance Advisors
California
$10.5M +$2.47M +49,159 +31%
SB
8
Sunflower Bank
Texas
$9.9M -$133K -2,652 -1%
TFG
9
Tilson Financial Group
New Jersey
$9.08M +$59.4K +1,180 +0.7%
DPI
10
Diversified Portfolios Inc
Michigan
$7.56M +$3.48M +69,093 +85%
Osaic Holdings
11
Osaic Holdings
Arizona
$6.24M +$845K +16,794 +16%
SA
12
Sanctuary Advisors
Indiana
$5.32M -$302K -6,004 -5%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$4.9M +$4.9M +97,400 New
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$4.36M +$1.37M +27,170 +46%
MML Investors Services
15
MML Investors Services
Massachusetts
$3.57M +$954K +18,965 +36%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$3.44M +$1.22M +24,203 +55%
SF
17
Summit Financial
New Jersey
$3.42M -$379K -7,531 -10%
AWA
18
Arkadios Wealth Advisors
Georgia
$2.72M -$5.38K -107 -0.2%
PSCM
19
Per Stirling Capital Management
Texas
$2.71M +$2.71M +53,927 New
WP
20
Wealthspan Partners
Iowa
$2.69M -$247K -4,904 -8%
Raymond James Financial
21
Raymond James Financial
Florida
$2.53M +$2.13M +42,252 +521%
RF
22
Rossby Financial
Florida
$2.38M +$287K +5,711 +14%
SIM
23
Stratos Investment Management
Ohio
$2.3M +$2.3M +45,800 New
VA
24
Valmark Advisers
Ohio
$2.3M +$1.08M +21,480 +89%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$2.28M +$185K +3,680 +9%
1
2 3 4 5