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Eaton Vance Short Duration Municipal Income ETF
EVSM

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$134M +$10.5M +211,835 +9%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$8.77M +$2.21M +44,470 +34%
P
3
&Partners
Tennessee
$7.44M +$2.14M +42,953 +41%
SA
4
Sanctuary Advisors
Indiana
$4.54M +$4.52M +90,878 New
AI
5
Atria Investments
North Carolina
$4.48M +$4.46M +89,525 New
LPL Financial
6
LPL Financial
California
$3.46M +$3.44M +69,120 New
Osaic Holdings
7
Osaic Holdings
Arizona
$2.82M +$519K +10,424 +23%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.45M +$1.42M +28,513 +139%
FFA
9
Farther Finance Advisors
California
$2.27M +$1.51M +30,432 +203%
WP
10
Wealthspan Partners
Iowa
$2.11M +$2.1M +42,255 New
Neuberger Berman Group
11
Neuberger Berman Group
New York
$2M +$828K +16,640 +71%
MML Investors Services
12
MML Investors Services
Massachusetts
$1.5M +$247K +4,970 +20%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.5M +$283K +5,695 +24%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.19M +$95.8K +1,924 +9%
QWM
15
Quadcap Wealth Management
Texas
$1.08M -$74.9K -1,505 -7%
BCI
16
Brinker Capital Investments
Pennsylvania
$954K +$208K +4,170 +28%
PIA
17
Panoramic Investment Advisors
Colorado
$871K +$126K +2,529 +17%
EFS
18
Essex Financial Services
Connecticut
$860K +$322K +6,460 +60%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$769K +$240K +4,821 +46%
AWA
20
Arete Wealth Advisors
Illinois
$750K +$747K +15,000 New
FTUS
21
Flow Traders U.S.
New York
$660K +$194K +3,900 +42%
MPIA
22
Milestones Private Investment Advisors
New York
$650K +$647K +12,993 New
MA
23
MBA Advisors
Pennsylvania
$640K +$84.1K +1,690 +15%
HighTower Advisors
24
HighTower Advisors
Illinois
$598K +$104K +2,094 +21%
AAS
25
Avantax Advisory Services
Texas
$540K +$103K +2,076 +24%
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