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Eaton Vance Short Duration Municipal Income ETF
EVSM

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
76
Howard Wealth Management
Connecticut
$267K +$15.8K +313 +6%
TAM
77
Titleist Asset Management
Texas
$254K +$256K +5,065 New
NF
78
Nvest Financial
New Hampshire
$252K +$1.16K +23 +0.5%
NFG
79
Nations Financial Group
Iowa
$250K +$252K +4,975 New
WMWM
80
Whitaker-Myers Wealth Managers
Ohio
$248K +$250K +4,945 New
CQWA
81
Chokshi & Queen Wealth Advisors
California
$240K +$242K +4,786 New
SIM
82
Synergy Investment Management
Florida
$202K +$204K +4,028 New
SPIA
83
Steward Partners Investment Advisory
New York
$196K – – –
HI
84
Harbour Investments
Wisconsin
$187K +$188K +3,726 New
AWM
85
AE Wealth Management
Kansas
$160K +$161K +3,187 New
Jones Financial Companies
86
Jones Financial Companies
Missouri
$156K +$157K +3,104 New
AF
87
Advisornet Financial
Minnesota
$135K -$7.59K -150 -5%
TRCT
88
Tower Research Capital (TRC)
New York
$129K – – –
ACA
89
Aptus Capital Advisors
Alabama
$75.5K +$76.1K +1,504 New
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$71K +$28.9K +571 +68%
IA
91
IFP Advisors
Florida
$35.1K +$35.4K +700 New
PGAM
92
Princeton Global Asset Management
New Jersey
$31.6K +$152 +3 +0.5%
UBS Group
93
UBS Group
Switzerland
$2.51K +$2.53K +50 New
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
– -$327K -6,489 Closed
MF
95
Montis Financial
Massachusetts
– -$286K -5,687 Closed
EWP
96
Evergreen Wealth Partners
Montana
– -$203K -4,040 Closed
US Bancorp
97
US Bancorp
Minnesota
– -$95.1K -1,889 Closed
AF
98
Allworth Financial
California
– -$5.79K -115 Closed
JP Morgan Chase
99
JP Morgan Chase
New York
– -$5.79K -115 Closed
Fidelity Investments
100
Fidelity Investments
Massachusetts
– -$50 -1 Closed
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