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Calvert US Large-Cap Core Responsible Index ETF
CVLC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
SIF
1
State Insurance Fund
New York
USD 255 M – – –
Wealthspire Advisors (New York)
2
Wealthspire Advisors (New York)
New York
USD 74 M +USD 1.22 M +13,501 +2%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
USD 52.8 M +USD 728 k +8,050 +1%
Ameriprise
4
Ameriprise
Minnesota
USD 27.5 M -USD 755 k -8,348 -3%
RF
5
Rossby Financial
Florida
USD 23 M +USD 2.15 M +23,762 +11%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
USD 20.5 M +USD 156 k +1,729 +0.8%
Focus Partners Wealth
7
Focus Partners Wealth
Massachusetts
USD 15.8 M +USD 4.99 M +55,138 +49%
OAJ
8
Ogorek Anthony Joseph
New York
USD 14.1 M -USD 4.03 M -44,594 -23%
EP Wealth Advisors
9
EP Wealth Advisors
California
USD 12.1 M +USD 313 k +3,466 +3%
JAA
10
Joel Adams & Associates
North Carolina
USD 12 M +USD 2.61 M +28,914 +30%
Raymond James Financial
11
Raymond James Financial
Florida
USD 11.3 M +USD 974 k +10,769 +10%
NBWM
12
North Berkeley Wealth Management
California
USD 9.7 M +USD 1.59 M +17,588 +21%
Modern Wealth Management
13
Modern Wealth Management
Kansas
USD 8.62 M +USD 2.64 M +29,246 +47%
Global Endowment Management
14
Global Endowment Management
North Carolina
USD 7.22 M +USD 1.33 M +14,700 +24%
RP
15
Riverwater Partners
Wisconsin
USD 5.9 M +USD 378 k +4,179 +7%
Fiduciary Trust
16
Fiduciary Trust
Massachusetts
USD 4.79 M -USD 29.4 k -325 -0.6%
WA
17
Westfuller Advisors
New York
USD 4.74 M +USD 3.87 M +42,770 +574%
Creative Planning
18
Creative Planning
Kansas
USD 4.71 M – – –
Atria Investments
19
Atria Investments
North Carolina
USD 4.25 M -USD 6.69 k -74 -0.2%
Goldman Sachs
20
Goldman Sachs
New York
USD 3.83 M +USD 1.8 M +19,879 +96%
Trillium Asset Management
21
Trillium Asset Management
Massachusetts
USD 3.46 M +USD 285 k +3,156 +9%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
USD 3.43 M -USD 101 k -1,117 -3%
HighTower Advisors
23
HighTower Advisors
Illinois
USD 3.39 M +USD 460 k +5,083 +16%
Beacon Pointe Advisors
24
Beacon Pointe Advisors
California
USD 3.01 M +USD 91.1 k +1,007 +3%
FC
25
Fulcrum Capital
Washington
USD 2.55 M -USD 31.4 k -347 -1%
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