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icono de CVMC

Calvert US Mid-Cap Core Responsible Index ETF
CVMC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
First Pacific Financial
1
First Pacific Financial
Washington
USD 19.5 M +USD 413 k +5,810 +2%
EP Wealth Advisors
2
EP Wealth Advisors
California
USD 8.84 M +USD 438 k +6,171 +6%
Financial Engines Advisors
3
Financial Engines Advisors
California
USD 8.39 M -USD 282 k -3,964 -3%
Goldman Sachs
4
Goldman Sachs
New York
USD 5.69 M +USD 5.31 M +74,767 Nuevas
TFC Financial Management
5
TFC Financial Management
Massachusetts
USD 4.66 M +USD 4.34 M +61,148 Nuevas
NBWM
6
North Berkeley Wealth Management
California
USD 4.02 M +USD 1.03 M +14,558 +38%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
USD 2.88 M +USD 308 k +4,339 +13%
NI
8
Natural Investments
California
USD 2.55 M +USD 151 k +2,124 +7%
JAA
9
Joel Adams & Associates
North Carolina
USD 2.28 M +USD 298 k +4,198 +16%
Ameritas Investment Partners
10
Ameritas Investment Partners
Nebraska
USD 1.71 M +USD 22.3 k +314 +1%
Dynamic Advisor Solutions
11
Dynamic Advisor Solutions
Arizona
USD 1.25 M +USD 62.4 k +878 +6%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
USD 1.14 M +USD 177 k +2,497 +20%
Creative Planning
13
Creative Planning
Kansas
USD 900 k – – –
Mason & Associates (California)
14
Mason & Associates (California)
California
USD 898 k +USD 23.5 k +331 +3%
AIM
15
Archer Investment Management
Texas
USD 714 k -USD 54.3 k -764 -8%
Private Advisor Group
16
Private Advisor Group
New Jersey
USD 692 k +USD 219 k +3,077 +51%
Morgan Stanley
17
Morgan Stanley
New York
USD 514 k -USD 12.3 M -173,679 -96%
LCC
18
Lincoln Capital Corp
Rhode Island
USD 408 k +USD 380 k +5,355 Nuevas
BSW Wealth Partners
19
BSW Wealth Partners
Colorado
USD 362 k -USD 6.11 k -86 -2%
Horizon Investments
20
Horizon Investments
North Carolina
USD 358 k -USD 453 k -6,379 -58%
Founders Financial Securities
21
Founders Financial Securities
Maryland
USD 358 k -USD 60.7 k -855 -15%
Mariner
22
Mariner
Kansas
USD 356 k +USD 5.26 k +74 +2%
RPGK
23
Retirement Planning Group (Kansas)
Kansas
USD 338 k +USD 315 k +4,436 Nuevas
MCC
24
Money Concepts Capital
Florida
USD 334 k -USD 17.8 k -250 -5%
Mission Wealth Management
25
Mission Wealth Management
California
USD 325 k +USD 29.8 k +420 +11%
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