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Eaton Vance Total Return Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
176
Mark Sheptoff Financial Planning
Connecticut
$53.2K -$684K -13,454 -93%
GRP
177
Global Retirement Partners
California
$42.8K +$42.9K +844 New
AA
178
Ancora Advisors
Ohio
$40.6K – – –
CA
179
Continuum Advisory
Idaho
$33.4K +$33.5K +658 New
UBS Group
180
UBS Group
Switzerland
$30.2K +$30.3K +595 New
TF
181
Tompkins Financial
New York
$25.9K – – –
RWM
182
Raffa Wealth Management
District of Columbia
$20.4K -$458 -9 -2%
NB
183
NBH Bank
Colorado
$19.3K +$19.3K +380 New
TCM
184
Triumph Capital Management
Colorado
$10.1K – – –
SAM
185
Smartleaf Asset Management
Massachusetts
$9.41K – – –
AWM
186
AE Wealth Management
Kansas
$8.84K +$102 +2 +1%
IRAG
187
Investment Research & Advisory Group
Georgia
$54 – – –
PSCM
188
Per Stirling Capital Management
Texas
– -$8.53M -168,121 Closed
DPI
189
Diversified Portfolios Inc
Michigan
– -$700K -13,800 Closed
HF
190
HRT Financial
New York
– -$677K -13,350 Closed
MA
191
MONECO Advisors
Connecticut
– -$452K -8,905 Closed
IAA
192
Independent Advisor Alliance
North Carolina
– -$412K -8,110 Closed
MOS
193
MGO One Seven
Ohio
– -$260K -5,122 Closed
WFS
194
Widmann Financial Services
Maryland
– -$241K -4,750 Closed
Brown Advisory
195
Brown Advisory
Maryland
– -$223K -4,395 Closed
MCM
196
MAI Capital Management
Ohio
– -$208K -4,093 Closed
CWM
197
Centurion Wealth Management
Virginia
– -$205K -4,044 Closed
CAM
198
Clarity Asset Management
Iowa
– -$151K -2,980 Closed
LWMI
199
Legacy Wealth Management (Idaho)
Idaho
– -$46.8K -923 Closed
ASN
200
Advisory Services Network
Georgia
– -$19.6K -387 Closed