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Eaton Vance Total Return Bond ETF
EVTR

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$70.2M -$294K -5,965 -0.4%
Osaic Holdings
2
Osaic Holdings
Arizona
$41.8M +$39.7M +804,140 +2,163%
BIP
3
Bouvel Investment Partners
Pennsylvania
$11.8M +$11.7M +237,453 New
LPL Financial
4
LPL Financial
California
$4.83M -$2.28M -46,163 -32%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$3.98M +$327K +6,620 +9%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$3.94M +$1.37M +27,729 +54%
Ameriprise
7
Ameriprise
Minnesota
$3.69M -$2.55M -51,637 -41%
Truist Financial
8
Truist Financial
North Carolina
$3.17M -$66.5K -1,348 -2%
ARG
9
Advisory Resource Group
Oklahoma
$2.84M +$142K +2,874 +5%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$1.38M +$1.37M +27,857 New
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$1.33M -$25.3K -512 -2%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$958K -$39.8K -807 -4%
Citadel Advisors
13
Citadel Advisors
Florida
$816K +$811K +16,426 New
MML Investors Services
14
MML Investors Services
Massachusetts
$664K +$333K +6,758 +102%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$594K -$4.27M -86,451 -88%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$578K -$37.5K -759 -6%
RJA
17
Raymond James & Associates
Florida
$560K -$59.5K -1,206 -10%
WWM
18
Western Wealth Management
Colorado
$540K – – –
AI
19
Atria Investments
North Carolina
$513K +$510K +10,334 New
UBS Group
20
UBS Group
Switzerland
$449K -$671K -13,602 -60%
KWM
21
Kingsview Wealth Management
Oregon
$302K -$1.88K -38 -0.6%
OC
22
Oppenheimer & Co
New York
$278K +$276K +5,598 New
CAC
23
Certified Advisory Corp
Florida
$277K +$276K +5,588 New
Cerity Partners
24
Cerity Partners
New York
$202K +$201K +4,076 New
Wells Fargo
25
Wells Fargo
California
$123K -$544K -11,034 -82%
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