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Eaton Vance Total Return Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TPW
151
Tiller Private Wealth
Pennsylvania
$325K +$326K +6,401 New
CAG
152
Centerpoint Advisory Group
Kansas
$320K
ERIC
153
Eagle Rock Investment Company
Georgia
$320K
NB
154
Nicolet Bankshares
Wisconsin
$319K +$319K +6,280 New
MAM
155
MMA Asset Management
Pennsylvania
$302K +$8.29K +163 +3%
JP Morgan Chase
156
JP Morgan Chase
New York
$298K -$39.8K -782 -12%
FFA
157
Farther Finance Advisors
California
$293K +$2.75K +54 +0.9%
ZF
158
Zhang Financial
Michigan
$292K
TIA
159
TCFG Investment Advisors
California
$266K +$267K +5,240 New
CBU
160
CIBC Bancorp USA
Illinois
$241K -$509 -10 -0.2%
AWA
161
Arkadios Wealth Advisors
Georgia
$240K +$241K +4,736 New
Mercer Global Advisors
162
Mercer Global Advisors
Colorado
$236K -$10.2K -201 -4%
RWS
163
RASP Wealth Solutions
Indiana
$210K +$210K +4,132 New
EAM
164
Empirical Asset Management
Massachusetts
$204K +$2.44K +48 +1%
BDPWM
165
Barnes Dennig Private Wealth Management
Ohio
$191K +$25.2K +496 +15%
IAIM
166
International Assets Investment Management
Florida
$87.4K +$10.4K +204 +13%
MFP
167
Meramec Financial Planners
Missouri
$86.7K +$87.8K +1,727 New
NEWAS
168
N.E.W. Advisory Services
Wisconsin
$73.3K -$16.4K -322 -18%
RG
169
RHL Group
Michigan
$72.7K +$19.9K +391 +38%
AF
170
Allworth Financial
California
$72.5K +$41.8K +821 +135%
CFM
171
Cornerstone Financial Management
Massachusetts
$69.7K
PTC
172
Private Trust Company
Ohio
$62.3K -$16.1K -317 -21%
MA
173
Montag & Associates
Georgia
$57.9K
CIA
174
Cape Investment Advisory
Georgia
$55.8K +$55.9K +1,100 New
MSFP
175
Mark Sheptoff Financial Planning
Connecticut
$53.2K -$684K -13,454 -93%