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icono de CVIE

Calvert International Responsible Index ETF
CVIE

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
USD 67.8 M +USD 595 k +7,344 +0.9%
Wealthspire Advisors (New York)
2
Wealthspire Advisors (New York)
New York
USD 39.5 M +USD 1.12 M +13,774 +3%
RF
3
Rossby Financial
Florida
USD 33.6 M +USD 2.79 M +34,505 +10%
Ameriprise
4
Ameriprise
Minnesota
USD 31.4 M +USD 79.2 k +978 +0.3%
World Investment Advisors
5
World Investment Advisors
California
USD 17.5 M – – –
EP Wealth Advisors
6
EP Wealth Advisors
California
USD 14.6 M +USD 16.5 k +204 +0.1%
Morgan Stanley
7
Morgan Stanley
New York
USD 12.5 M +USD 4.12 M +50,889 +53%
NBWM
8
North Berkeley Wealth Management
California
USD 9.9 M +USD 1.99 M +24,543 +27%
D.J. St. Germain
9
D.J. St. Germain
Massachusetts
USD 9.01 M +USD 18.6 k +230 +0.2%
Raymond James Financial
10
Raymond James Financial
Florida
USD 8.06 M +USD 798 k +9,860 +12%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
USD 7.48 M -USD 67.5 k -833 -0.9%
Modern Wealth Management
12
Modern Wealth Management
Kansas
USD 6.85 M +USD 1.61 M +19,911 +33%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
USD 6.64 M +USD 6.33 M +78,162 Nuevas
Tompkins Financial
14
Tompkins Financial
New York
USD 5.92 M +USD 5.64 M +69,588 Nuevas
Gateway Wealth Partners
15
Gateway Wealth Partners
Wisconsin
USD 5.8 M -USD 4.75 M -58,659 -46%
MGO One Seven
16
MGO One Seven
Ohio
USD 5.16 M -USD 131 k -1,618 -3%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
USD 4.72 M +USD 329 k +4,062 +8%
Focus Partners Wealth
18
Focus Partners Wealth
Massachusetts
USD 4.3 M +USD 1.9 M +23,442 +86%
Seeds Investor
19
Seeds Investor
New York
USD 3.85 M +USD 1.03 M +12,776 +39%
FI
20
Financial Insights
Washington
USD 2.72 M -USD 18.9 k -233 -0.7%
Beacon Pointe Advisors
21
Beacon Pointe Advisors
California
USD 2.6 M +USD 49.3 k +609 +2%
PFG Investments
22
PFG Investments
New York
USD 2.26 M +USD 1.71 M +21,088 +381%
Evolve Private Wealth
23
Evolve Private Wealth
California
USD 2.15 M -USD 33.4 k -412 -2%
Mountain Capital Investment Advisors
24
Mountain Capital Investment Advisors
Colorado
USD 1.9 M +USD 1.81 M +22,323 Nuevas
WFS
25
WealthGarden F.S.
California
USD 1.89 M +USD 44.3 k +547 +3%
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