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Eaton Vance Total Return Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
101
Mark Sheptoff Financial Planning
Connecticut
$711K +$713K +13,802 New
OC
102
Oppenheimer & Co
New York
$705K +$1.45K +28 +0.2%
MFS
103
Miller Financial Services
Michigan
$683K +$346K +6,697 +102%
HA
104
Helium Advisors
Washington
$616K +$618K +11,968 New
OFS
105
OneAscent Financial Services
Alabama
$598K +$166K +3,219 +38%
WWA
106
WCG Wealth Advisors
Nevada
$590K +$62K +1,201 +12%
Cerity Partners
107
Cerity Partners
New York
$564K -$79.9K -1,546 -12%
MFG
108
Mosaic Financial Group
Illinois
$552K +$304K +5,886 +122%
SWP
109
Stratos Wealth Partners
Ohio
$537K +$72.5K +1,404 +16%
IWC
110
Integrated Wealth Concepts
Massachusetts
$528K +$3.51K +68 +0.7%
KAS
111
Kestra Advisory Services
Texas
$522K -$2.69K -52 -0.5%
CFP
112
Catalyst Financial Partners
Massachusetts
$515K
DAS
113
Dynamic Advisor Solutions
Arizona
$487K +$489K +9,460 New
Members Trust
114
Members Trust
Florida
$470K +$471K +9,117 New
OMC
115
Old Mission Capital
Illinois
$463K +$464K +8,990 New
Citadel Advisors
116
Citadel Advisors
Florida
$426K -$739K -14,297 -63%
BCG
117
Breakwater Capital Group
New Jersey
$399K +$14.3K +276 +4%
TWA
118
TCI Wealth Advisors
Arizona
$385K +$387K +7,484 New
ERIC
119
Eagle Rock Investment Company
Georgia
$325K +$326K +6,313 New
SIM
120
Studio Investment Management
Illinois
$325K +$47.9K +927 +17%
MSA
121
Marino Stram & Associates
Massachusetts
$312K +$92.4K +1,788 +42%
SPIA
122
Steward Partners Investment Advisory
New York
$300K +$132K +2,547 +78%
MAM
123
MMA Asset Management
Pennsylvania
$299K -$117K -2,263 -28%
CAG
124
Centerpoint Advisory Group
Kansas
$299K +$10.3K +200 +4%
SAM
125
Silvercrest Asset Management
New York
$299K +$299K +5,797 New