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Eaton Vance Total Return Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
76
Kestra Private Wealth Services
Texas
$500K +$97.8K +1,943 +25%
DADC
77
D.A. Davidson & Co
Montana
$492K +$487K +9,667 New
OFS
78
OneAscent Financial Services
Alabama
$479K +$43.8K +870 +10%
BFA
79
Beacon Financial Advisory
Ohio
$407K +$156K +3,092 +63%
KWM
80
Kingsview Wealth Management
Oregon
$402K -$15.1K -300 -4%
BCG
81
Breakwater Capital Group
New Jersey
$401K +$74.4K +1,479 +23%
GWSG
82
GPS Wealth Strategies Group
Colorado
$390K +$1.61K +32 +0.4%
Bank of New York Mellon
83
Bank of New York Mellon
New York
$355K +$351K +6,972 New
SWP
84
Stratos Wealth Partners
Ohio
$338K +$72K +1,430 +27%
Cerity Partners
85
Cerity Partners
New York
$286K
CAG
86
Centerpoint Advisory Group
Kansas
$285K +$70.5K +1,400 +33%
MFS
87
Miller Financial Services
Michigan
$273K +$2.52K +50 +0.9%
CIBC Private Wealth Group
88
CIBC Private Wealth Group
Georgia
$256K +$253K +5,025 New
BCM
89
Brookstone Capital Management
Illinois
$249K -$6.49K -129 -3%
AAS
90
Asset Allocation Strategies
Michigan
$239K +$236K +4,698 New
AWM
91
AE Wealth Management
Kansas
$233K +$231K +4,586 New
SIM
92
Studio Investment Management
Illinois
$218K +$215K +4,278 New
Goldman Sachs
93
Goldman Sachs
New York
$218K +$216K +4,283 New
PMWMG
94
Parr McKnight Wealth Management Group
Minnesota
$213K -$2.47K -49 -1%
CAM
95
Cozad Asset Management
Illinois
$210K
BAM
96
Belpointe Asset Management
Nevada
$203K -$4.18K -83 -2%
FFN
97
Focus Financial Network
Minnesota
$201K +$198K +3,939 New
SPIA
98
Steward Partners Investment Advisory
New York
$165K +$54K +1,072 +50%
JP Morgan Chase
99
JP Morgan Chase
New York
$116K +$56.5K +1,123 +96%
CFB
100
Cullen/Frost Bankers
Texas
$94.6K +$93.6K +1,860 New