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Eaton Vance Total Return Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IPAM
101
Investment Partners Asset Management
New Jersey
$1.44M +$394K +7,640 +37%
SWM
102
SeaCrest Wealth Management
New York
$1.4M +$37.1K +720 +3%
AOWM
103
Asset One Wealth Management
Washington
$1.33M -$125K -2,425 -9%
MCM
104
MidAtlantic Capital Management
Virginia
$1.32M -$29.5K -573 -2%
GHI
105
Gross & Hartman Investments
Pennsylvania
$1.26M +$21.1K +409 +2%
SPIA
106
Steward Partners Investment Advisory
New York
$1.04M +$754K +14,643 +252%
OWA
107
Opal Wealth Advisors
New York
$981K – – –
KAS
108
Kestra Advisory Services
Texas
$973K +$465K +9,027 +89%
TWA
109
Tulsa Wealth Advisors
Oklahoma
$965K +$980K +19,017 New
SWP
110
Stratos Wealth Partners
Ohio
$913K +$390K +7,572 +73%
KAS
111
KPP Advisory Services
Kentucky
$876K +$12K +232 +1%
CFD
112
Creative Financial Designs
Indiana
$814K -$4.33K -84 -0.5%
MFG
113
Mosaic Financial Group
Illinois
$798K +$258K +5,009 +47%
LWL
114
Leo Wealth LLC
Texas
$776K +$29.9K +580 +4%
SRPTWM
115
Split Rock Private Trading & Wealth Management
Minnesota
$775K +$787K +15,271 New
MFS
116
Miller Financial Services
Michigan
$762K +$90.5K +1,756 +13%
Cerity Partners
117
Cerity Partners
New York
$737K +$184K +3,580 +33%
Jones Financial Companies
118
Jones Financial Companies
Missouri
$736K +$751K +14,571 New
MSFP
119
Mark Sheptoff Financial Planning
Connecticut
$736K +$36.2K +702 +5%
RA
120
RFG Advisory
Alabama
$722K -$40.4K -785 -5%
DPI
121
Diversified Portfolios Inc
Michigan
$700K +$711K +13,800 New
HF
122
HRT Financial
New York
$677K +$688K +13,350 New
OC
123
Oppenheimer & Co
New York
$669K -$25.6K -496 -4%
SFC
124
Strategic Financial Concepts
Texas
$668K +$678K +13,168 New
OFS
125
OneAscent Financial Services
Alabama
$612K +$22.8K +443 +4%