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icono de CVSB

Calvert Ultra-Short Investment Grade ETF
CVSB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 115 M +USD 2.78 M +54,905 +2%
LPL Financial
2
LPL Financial
California
USD 13.9 M +USD 560 k +11,041 +4%
Pathstone Holdings
3
Pathstone Holdings
New Jersey
USD 6.39 M – – –
Moran Wealth Management
4
Moran Wealth Management
Florida
USD 5.41 M +USD 5.41 M +106,784 Nuevas
Private Advisor Group
5
Private Advisor Group
New Jersey
USD 3.81 M -USD 4.33 M -85,498 -53%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
USD 3.32 M +USD 80.9 k +1,596 +2%
VFG
7
Valley Financial Group
Pennsylvania
USD 2.79 M -USD 114 k -2,242 -4%
Perigon Wealth Management
8
Perigon Wealth Management
California
USD 1.78 M +USD 1.78 M +35,131 Nuevas
Betterment LLC
9
Betterment LLC
New York
USD 1.7 M +USD 43.5 k +859 +3%
RF
10
Rossby Financial
Florida
USD 1.58 M +USD 411 k +8,103 +35%
PFG Investments
11
PFG Investments
New York
USD 1.42 M +USD 784 k +15,470 +124%
Osaic Holdings
12
Osaic Holdings
Arizona
USD 1.29 M +USD 144 k +2,833 +13%
Dynamic Advisor Solutions
13
Dynamic Advisor Solutions
Arizona
USD 1.28 M +USD 70.8 k +1,397 +6%
Mason & Associates (California)
14
Mason & Associates (California)
California
USD 985 k -USD 257 k -5,077 -21%
PA
15
Prism Advisors
California
USD 894 k +USD 16.3 k +322 +2%
DC
16
DeDora Capital
California
USD 654 k +USD 19.8 k +390 +3%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
USD 621 k +USD 89.1 k +1,758 +17%
NI
18
Natural Investments
California
USD 569 k +USD 59.1 k +1,165 +12%
Kingsview Wealth Management
19
Kingsview Wealth Management
Oregon
USD 553 k -USD 18.4 k -362 -3%
RSWA
20
Robinson Smith Wealth Advisors
Maine
USD 512 k -USD 10.5 k -207 -2%
SFS
21
Sunrise Financial Services
Washington
USD 512 k -USD 23.4 k -462 -4%
Ameritas Investment Partners
22
Ameritas Investment Partners
Nebraska
USD 483 k +USD 33.6 k +663 +7%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
USD 455 k -USD 431 k -8,499 -49%
Arkadios Wealth Advisors
24
Arkadios Wealth Advisors
Georgia
USD 424 k +USD 2.69 k +53 +0.6%
RW Investment Management
25
RW Investment Management
Idaho
USD 412 k -USD 271 k -5,348 -40%
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