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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
$146M +$10.8M +214,295 +8%
Ameriprise
2
Ameriprise
Minnesota
$21.6M +$21.6M +429,036 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12.4M +$3.59M +71,280 +41%
GWAG
4
Garrett Wealth Advisory Group
Texas
$10.9M +$10.9M +217,098 New
P
5
&Partners
Tennessee
$9.5M +$1.95M +38,711 +26%
LPL Financial
6
LPL Financial
California
$8.78M +$5.28M +104,920 +152%
TFG
7
Tilson Financial Group
New Jersey
$8.59M +$8.57M +170,344 New
AI
8
Atria Investments
North Carolina
$6.11M +$1.59M +31,625 +35%
FFA
9
Farther Finance Advisors
California
$5.22M +$2.92M +58,099 +128%
SA
10
Sanctuary Advisors
Indiana
$5.2M +$616K +12,234 +13%
Osaic Holdings
11
Osaic Holdings
Arizona
$3.44M +$590K +11,733 +21%
MML Investors Services
12
MML Investors Services
Massachusetts
$3.21M +$1.7M +33,728 +113%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.01M +$534K +10,606 +22%
WP
14
Wealthspan Partners
Iowa
$2.8M +$670K +13,315 +32%
AWA
15
Arkadios Wealth Advisors
Georgia
$2.78M +$2.78M +55,201 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$2.68M +$1.48M +29,427 +124%
SF
17
Summit Financial
New Jersey
$2.61M +$2.61M +51,830 New
USCWA
18
U.S. Capital Wealth Advisors
Texas
$2.26M +$1.98M +39,331 +715%
BCI
19
Brinker Capital Investments
Pennsylvania
$1.8M +$841K +16,714 +88%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.48M -$31.6K -627 -2%
GPW
21
Genesis Private Wealth
Virginia
$1.4M +$1.4M +27,857 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.35M +$569K +11,316 +74%
DPI
23
Diversified Portfolios Inc
Michigan
$1.22M +$957K +19,017 +368%
RWA
24
Redhawk Wealth Advisors
Minnesota
$1.12M +$1.12M +22,235 New
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$1.07M +$1.07M +21,309 New
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