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Eaton Vance Total Return Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
101
Studio Investment Management
Illinois
$278K +$56.4K +1,104 +26%
CIBC Private Wealth Group
102
CIBC Private Wealth Group
Georgia
$258K -$358 -7 -0.1%
BCM
103
Brookstone Capital Management
Illinois
$253K +$1.38K +27 +0.6%
MFG
104
Mosaic Financial Group
Illinois
$248K +$247K +4,827 New
MSA
105
Marino Stram & Associates
Massachusetts
$220K +$219K +4,276 New
VWA
106
Visionary Wealth Advisors
Illinois
$212K +$211K +4,123 New
BAM
107
Belpointe Asset Management
Nevada
$212K +$6.85K +134 +3%
CWM
108
Centurion Wealth Management
Virginia
$203K +$202K +3,952 New
PTC
109
Private Trust Company
Ohio
$177K +$176K +3,443 New
SPIA
110
Steward Partners Investment Advisory
New York
$168K +$1.89K +37 +1%
HI
111
Harbour Investments
Wisconsin
$130K +$86.9K +1,699 +204%
BDPWM
112
Barnes Dennig Private Wealth Management
Ohio
$130K +$81.6K +1,596 +172%
JP Morgan Chase
113
JP Morgan Chase
New York
$90.2K -$27.3K -534 -23%
MA
114
Montag & Associates
Georgia
$58.7K
UBS Group
115
UBS Group
Switzerland
$54.2K +$45K +881 +512%
AA
116
Ancora Advisors
Ohio
$41.2K
TCM
117
TruNorth Capital Management
Michigan
$35.9K +$35.7K +698 New
EB
118
Eastern Bank
Massachusetts
$33.4K
MCM
119
MAI Capital Management
Ohio
$31K
TF
120
Tompkins Financial
New York
$26.2K
T2I
121
Turim 21 Investimentos
Brazil
$20.1K +$20K +391 New
AFWM
122
Abich Financial Wealth Management
Virginia
$15.6K +$15.5K +304 New
GRP
123
Global Retirement Partners
California
$9.3K +$9.25K +181 New
PGAM
124
Princeton Global Asset Management
New Jersey
$9K +$8.95K +175 New
HPC
125
HM Payson & Co
Maine
$8.34K +$8.28K +162 New