We are live on ! Find out more
EVTR icon

Eaton Vance Total Return Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Brown Advisory
151
Brown Advisory
Maryland
$223K +$226K +4,395 New
MCM
152
MAI Capital Management
Ohio
$208K +$72.1K +1,399 +52%
CWM
153
Centurion Wealth Management
Virginia
$205K +$1.6K +31 +0.8%
EAM
154
Empirical Asset Management
Massachusetts
$202K +$1.55K +30 +0.8%
BDPWM
155
Barnes Dennig Private Wealth Management
Ohio
$166K +$36.6K +710 +28%
CAM
156
Clarity Asset Management
Iowa
$151K +$154K +2,980 New
WAU
157
Wellington-Altus USA
Manitoba, Canada
$132K – – –
NEWAS
158
N.E.W. Advisory Services
Wisconsin
$89.7K -$6.59M -127,914 -99%
PTC
159
Private Trust Company
Ohio
$78.4K -$100K -1,943 -56%
IAIM
160
International Assets Investment Management
Florida
$77.3K – – –
CFM
161
Cornerstone Financial Management
Massachusetts
$69.8K – – –
MA
162
Montag & Associates
Georgia
$57.9K – – –
RG
163
RHL Group
Michigan
$52.5K +$24K +466 +82%
LWMI
164
Legacy Wealth Management (Idaho)
Idaho
$46.8K +$47.6K +923 New
AA
165
Ancora Advisors
Ohio
$40.6K – – –
AF
166
Allworth Financial
California
$30.9K +$12K +232 +62%
TF
167
Tompkins Financial
New York
$25.9K – – –
RWM
168
Raffa Wealth Management
District of Columbia
$20.9K +$21.2K +411 New
ASN
169
Advisory Services Network
Georgia
$19.6K +$19.9K +387 New
YP
170
YANKCOM Partnership
South Dakota
$15.4K +$15.7K +304 New
TCM
171
Triumph Capital Management
Colorado
$10.2K – – –
SAM
172
Smartleaf Asset Management
Massachusetts
$9.35K – – –
PGAM
173
Princeton Global Asset Management
New Jersey
$8.88K – – –
AWM
174
AE Wealth Management
Kansas
$8.74K +$8.86K +172 New
AssetMark Inc
175
AssetMark Inc
California
$3.35K +$3.4K +66 New