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Eaton Vance Total Return Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
101
SeaCrest Wealth Management
New York
$1.4M +$37.1K +720 +3%
AOWM
102
Asset One Wealth Management
Washington
$1.33M -$125K -2,425 -9%
MCM
103
MidAtlantic Capital Management
Virginia
$1.32M -$29.5K -573 -2%
GHI
104
Gross & Hartman Investments
Pennsylvania
$1.26M +$21.1K +409 +2%
SPIA
105
Steward Partners Investment Advisory
New York
$1.04M +$754K +14,643 +252%
OWA
106
Opal Wealth Advisors
New York
$981K
KAS
107
Kestra Advisory Services
Texas
$973K +$465K +9,027 +89%
TWA
108
Tulsa Wealth Advisors
Oklahoma
$965K +$980K +19,017 New
SWP
109
Stratos Wealth Partners
Ohio
$913K +$390K +7,572 +73%
KAS
110
KPP Advisory Services
Kentucky
$876K +$12K +232 +1%
CFD
111
Creative Financial Designs
Indiana
$814K -$4.33K -84 -0.5%
MFG
112
Mosaic Financial Group
Illinois
$798K +$258K +5,009 +47%
LWL
113
Leo Wealth LLC
Texas
$776K +$29.9K +580 +4%
SRPTWM
114
Split Rock Private Trading & Wealth Management
Minnesota
$775K +$787K +15,271 New
MFS
115
Miller Financial Services
Michigan
$762K +$90.5K +1,756 +13%
Cerity Partners
116
Cerity Partners
New York
$737K +$184K +3,580 +33%
Jones Financial Companies
117
Jones Financial Companies
Missouri
$736K +$751K +14,571 New
MSFP
118
Mark Sheptoff Financial Planning
Connecticut
$736K +$36.2K +702 +5%
RA
119
RFG Advisory
Alabama
$722K -$40.4K -785 -5%
DPI
120
Diversified Portfolios Inc
Michigan
$700K +$711K +13,800 New
HF
121
HRT Financial
New York
$677K +$688K +13,350 New
OC
122
Oppenheimer & Co
New York
$669K -$25.6K -496 -4%
SFC
123
Strategic Financial Concepts
Texas
$668K +$678K +13,168 New
OFS
124
OneAscent Financial Services
Alabama
$612K +$22.8K +443 +4%
WWA
125
WCG Wealth Advisors
Nevada
$590K +$8.65K +168 +1%