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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
$299M +$115M +2,262,154 +61%
Wells Fargo
2
Wells Fargo
California
$129M +$131M +2,595,720 New
LPL Financial
3
LPL Financial
California
$54.7M +$34.2M +675,482 +160%
Osaic Holdings
4
Osaic Holdings
Arizona
$52.9M +$6.52M +128,896 +14%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$38.9M +$7.84M +154,823 +25%
Raymond James Financial
6
Raymond James Financial
Florida
$33.1M +$33.6M +664,679 New
HighTower Advisors
7
HighTower Advisors
Illinois
$18.7M +$20.1K +397 +0.1%
BIP
8
Bouvel Investment Partners
Pennsylvania
$11.8M -$257K -5,086 -2%
SL
9
Systelligence LLC
Minnesota
$11.3M +$11.5M +226,452 New
VFG
10
Victory Financial Group
Texas
$9.64M +$9.79M +193,362 New
WWM
11
Western Wealth Management
Colorado
$9.12M +$7.75M +153,129 +515%
MYIA
12
Mount Yale Investment Advisors
Colorado
$8.55M +$8.68M +171,546 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$7.83M +$7.78M +153,698 +4,634%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$7.59M +$2.33M +45,937 +43%
EH
15
Equitable Holdings
New York
$6.19M +$4.96M +97,998 +374%
VFG
16
Valley Financial Group
Pennsylvania
$5.18M +$220K +4,355 +4%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$4.49M +$4.24M +83,719 +1,325%
IAA
18
Independent Advisor Alliance
North Carolina
$4.12M +$4.18M +82,634 New
IA
19
Inspire Advisors
Idaho
$3.66M +$1.21M +23,809 +48%
Truist Financial
20
Truist Financial
North Carolina
$3.19M +$61.1K +1,207 +2%
MFG
21
Merit Financial Group
Georgia
$2.98M +$3.02M +59,732 New
ARG
22
Advisory Resource Group
Oklahoma
$2.96M +$41.2K +814 +1%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$2.77M +$730K +14,427 +35%
FTUS
24
Flow Traders U.S.
New York
$2.73M -$1.23M -24,231 -31%
PPG
25
Peak Planning Group
Colorado
$2.46M +$136K +2,679 +6%
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