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Eaton Vance Total Return Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
Cornerstone Wealth Management
Missouri
$2.34M +$107K +2,070 +5%
Comerica Bank
77
Comerica Bank
Texas
$2.28M +$681K +13,175 +42%
NA
78
NewEdge Advisors
Louisiana
$2.22M +$218K +4,211 +11%
TNBTD
79
Trustmark National Bank Trust Department
Mississippi
$2.12M +$737K +14,275 +53%
MFG
80
Merit Financial Group
Georgia
$2.06M -$189K -3,655 -8%
P
81
&Partners
Tennessee
$1.89M -$48.7K -943 -3%
WAP
82
Wealthcare Advisory Partners
Pennsylvania
$1.86M +$106K +2,052 +6%
AOWM
83
Asset One Wealth Management
Washington
$1.46M +$1.46M +28,320 New
SWM
84
SeaCrest Wealth Management
New York
$1.39M +$86.9K +1,682 +7%
Envestnet Portfolio Solutions
85
Envestnet Portfolio Solutions
Illinois
$1.38M +$360K +6,974 +35%
MCM
86
MidAtlantic Capital Management
Virginia
$1.37M +$56.1K +1,087 +4%
EWP
87
Evergreen Wealth Partners
Montana
$1.36M +$1.37M +26,478 New
Cambridge Investment Research Advisors
88
Cambridge Investment Research Advisors
Iowa
$1.36M +$96.5K +1,868 +8%
AI
89
Atria Investments
North Carolina
$1.32M +$1.32M +25,586 New
GHI
90
Gross & Hartman Investments
Pennsylvania
$1.26M +$1.27M +24,509 New
IPAM
91
Investment Partners Asset Management
New Jersey
$1.07M +$1.07M +20,765 New
HP
92
Holistic Planning
Texas
$1.02M +$1.03M +19,888 New
OWA
93
Opal Wealth Advisors
New York
$995K
KAS
94
KPP Advisory Services
Kentucky
$877K +$156K +3,020 +22%
BTWM
95
Baker Tilly Wealth Management
Wisconsin
$842K +$845K +16,355 New
CFD
96
Creative Financial Designs
Indiana
$831K -$48.7K -942 -6%
BFA
97
Beacon Financial Advisory
Ohio
$777K +$292K +5,646 +60%
RA
98
RFG Advisory
Alabama
$773K
LWL
99
Leo Wealth LLC
Texas
$758K +$760K +14,715 New
FFN
100
Focus Financial Network
Minnesota
$753K +$756K +14,628 New