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Eaton Vance Total Return Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TNBTD
101
Trustmark National Bank Trust Department
Mississippi
$2.17M -$7.02K -138 -0.3%
HP
102
Holistic Planning
Texas
$2.08M +$122K +2,395 +6%
Envestnet Portfolio Solutions
103
Envestnet Portfolio Solutions
Illinois
$1.86M +$136K +2,683 +8%
TFM
104
Trademark Financial Management
Minnesota
$1.69M -$1.73M -34,010 -51%
SWM
105
SeaCrest Wealth Management
New York
$1.67M +$269K +5,297 +19%
KAS
106
Kestra Advisory Services
Texas
$1.58M +$614K +12,078 +63%
P
107
&Partners
Tennessee
$1.51M -$532K -10,456 -26%
IPAM
108
Investment Partners Asset Management
New Jersey
$1.5M +$60.1K +1,181 +4%
GHI
109
Gross & Hartman Investments
Pennsylvania
$1.34M +$74.5K +1,464 +6%
MCM
110
MidAtlantic Capital Management
Virginia
$1.32M -$6.41K -126 -0.5%
HA
111
Helium Advisors
Washington
$1.25M +$715K +14,059 +133%
AOWM
112
Asset One Wealth Management
Washington
$1.23M -$80K -1,572 -6%
Wealth Enhancement Advisory Services
113
Wealth Enhancement Advisory Services
Minnesota
$1.19M +$1.2M +23,659 New
SPIA
114
Steward Partners Investment Advisory
New York
$1.12M +$85.3K +1,678 +8%
IFG
115
Independent Financial Group
California
$1.11M -$343K -6,750 -23%
IWC
116
Integrated Wealth Concepts
Massachusetts
$1.1M +$563K +11,062 +103%
KAS
117
KPP Advisory Services
Kentucky
$996K +$121K +2,371 +14%
KW
118
KWB Wealth
California
$995K +$998K +19,616 New
OWA
119
Opal Wealth Advisors
New York
$980K
WWM
120
Western Wealth Management
Colorado
$955K -$11.5M -225,353 -92%
SWP
121
Stratos Wealth Partners
Ohio
$949K +$36.3K +713 +4%
PFS
122
Prospera Financial Services
Texas
$879K +$882K +17,334 New
RA
123
RFG Advisory
Alabama
$859K +$138K +2,705 +19%
HWM
124
Horizon Wealth Management
Illinois
$838K -$11.4M -224,162 -93%
Renaissance Technologies
125
Renaissance Technologies
New York
$837K -$651K -12,800 -44%