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Eaton Vance Total Return Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
51
SeaCrest Wealth Management
New York
$425K +$117K +2,311 +37%
AAS
52
Avantax Advisory Services
Texas
$405K +$412K +8,131 New
KPWS
53
Kestra Private Wealth Services
Texas
$368K +$374K +7,390 New
OFS
54
OneAscent Financial Services
Alabama
$335K +$340K +6,723 New
Envestnet Portfolio Solutions
55
Envestnet Portfolio Solutions
Illinois
$287K +$292K +5,759 New
CA
56
Crewe Advisors
Utah
$279K
PMWMG
57
Parr McKnight Wealth Management Group
Minnesota
$258K +$262K +5,177 New
PPP
58
Private Portfolio Partners
New Jersey
$244K -$12.1K -240 -5%
MFS
59
Miller Financial Services
Michigan
$242K +$246K +4,855 New
OC
60
Oppenheimer & Co
New York
$229K -$50.6K -1,000 -18%
Corient Private Wealth
61
Corient Private Wealth
Florida
$228K +$231K +4,569 New
QWM
62
Quadcap Wealth Management
Texas
$224K +$227K +4,493 New
KAS
63
KPP Advisory Services
Kentucky
$212K +$215K +4,250 New
AWA
64
Acorn Wealth Advisors
Michigan
$212K +$215K +4,250 New
CAM
65
Cozad Asset Management
Illinois
$206K +$209K +4,130 New
Cerity Partners
66
Cerity Partners
New York
$203K
BBHC
67
Brown Brothers Harriman & Co
New York
$196K +$198K +3,921 New
SAM
68
Synergy Asset Management
Washington
$184K +$180K +3,549 New
GWSG
69
GPS Wealth Strategies Group
Colorado
$167K +$170K +3,358 New
PS
70
Principal Securities
Iowa
$150K +$147K +2,912 +3,309%
WI
71
Wintrust Investments
Illinois
$78K +$79.2K +1,564 New
EB
72
Eastern Bank
Massachusetts
$72.5K +$73.6K +1,455 New
RFG
73
REAP Financial Group
Texas
$47.4K +$48.1K +951 New
HI
74
Harbour Investments
Wisconsin
$45.8K +$28.8K +569 +163%
AA
75
Ancora Advisors
Ohio
$39.9K +$40.5K +800 New