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Eaton Vance Total Return Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
126
Dynamic Advisor Solutions
Arizona
$557K +$77.6K +1,507 +16%
IWC
127
Integrated Wealth Concepts
Massachusetts
$543K +$22.9K +445 +4%
BFA
128
Beacon Financial Advisory
Ohio
$541K -$228K -4,416 -29%
HA
129
Helium Advisors
Washington
$538K -$70.7K -1,373 -11%
CFP
130
Catalyst Financial Partners
Massachusetts
$508K
SPG
131
Strategic Planning Group
Utah
$498K -$21.3M -412,997 -98%
PB
132
Prosperity Bancshares
Texas
$496K +$504K +9,779 New
MA
133
MONECO Advisors
Connecticut
$452K +$459K +8,905 New
BCG
134
Breakwater Capital Group
New Jersey
$434K +$41.5K +806 +10%
SIM
135
Studio Investment Management
Illinois
$416K +$95.3K +1,850 +29%
IAA
136
Independent Advisor Alliance
North Carolina
$412K +$418K +8,110 New
MSA
137
Marino Stram & Associates
Massachusetts
$337K +$30.1K +585 +10%
JP Morgan Chase
138
JP Morgan Chase
New York
$336K +$110K +2,132 +48%
FHA
139
Flagship Harbor Advisors
Massachusetts
$329K +$309K +6,003 +1,269%
CAG
140
Centerpoint Advisory Group
Kansas
$321K +$26.3K +510 +9%
ERIC
141
Eagle Rock Investment Company
Georgia
$320K
MAM
142
MMA Asset Management
Pennsylvania
$294K -$1.24K -24 -0.4%
ZF
143
Zhang Financial
Michigan
$292K
FFA
144
Farther Finance Advisors
California
$290K +$274K +5,324 +1,358%
MOS
145
MGO One Seven
Ohio
$260K -$6.54M -126,919 -96%
TA
146
TruWealth Advisors
Louisiana
$258K +$262K +5,090 New
Mercer Global Advisors
147
Mercer Global Advisors
Colorado
$246K +$250K +4,851 New
CBU
148
CIBC Bancorp USA
Illinois
$242K +$246K +4,769 New
WFS
149
Widmann Financial Services
Maryland
$241K +$245K +4,750 New
Brown Advisory
150
Brown Advisory
Maryland
$223K +$226K +4,395 New