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Eaton Vance Total Return Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZF
126
Zhang Financial
Michigan
$296K +$297K +5,755 New
CIBC Private Wealth Group
127
CIBC Private Wealth Group
Georgia
$246K -$12.9K -249 -5%
IA
128
IFG Advisory
Georgia
$236K +$237K +4,584 New
JP Morgan Chase
129
JP Morgan Chase
New York
$231K +$141K +2,728 +156%
BAM
130
Belpointe Asset Management
Nevada
$215K +$3.31K +64 +2%
CWM
131
Centurion Wealth Management
Virginia
$207K +$3.15K +61 +2%
EAM
132
Empirical Asset Management
Massachusetts
$203K +$204K +3,941 New
PTC
133
Private Trust Company
Ohio
$180K +$2.33K +45 +1%
HI
134
Harbour Investments
Wisconsin
$167K +$36.7K +711 +28%
GWSG
135
GPS Wealth Strategies Group
Colorado
$140K -$250K -4,845 -64%
MCM
136
MAI Capital Management
Ohio
$139K +$108K +2,092 +348%
WAU
137
Wellington-Altus USA
Manitoba, Canada
$134K +$134K +2,600 New
BDPWM
138
Barnes Dennig Private Wealth Management
Ohio
$131K +$1.5K +29 +1%
Rockefeller Capital Management
139
Rockefeller Capital Management
New York
$110K +$110K +2,130 New
IA
140
IFP Advisors
Florida
$101K +$100K +1,940 +9,700%
IAIM
141
International Assets Investment Management
Florida
$78.4K +$78.6K +1,522 New
CFM
142
Cornerstone Financial Management
Massachusetts
$70.8K +$71K +1,375 New
MA
143
Montag & Associates
Georgia
$58.6K – – –
AA
144
Ancora Advisors
Ohio
$41.2K – – –
UBS Group
145
UBS Group
Switzerland
$32.9K -$21.4K -415 -39%
RG
146
RHL Group
Michigan
$29.3K +$29.4K +569 New
TF
147
Tompkins Financial
New York
$26.3K – – –
FHA
148
Flagship Harbor Advisors
Massachusetts
$24.4K +$24.4K +473 New
FFA
149
Farther Finance Advisors
California
$20.2K +$20.2K +392 New
AF
150
Allworth Financial
California
$19.4K +$19.5K +377 New