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ícone de CVSB

Calvert Ultra-Short Investment Grade ETF
CVSB

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Kestra Advisory Services
26
Kestra Advisory Services
Texas
US$ 403 mil +US$ 404 mil +7.968 Nova
Secure Asset Management
27
Secure Asset Management
Michigan
US$ 369 mil -US$ 5,83 mil -115 -2%
Global Retirement Partners
28
Global Retirement Partners
California
US$ 364 mil +US$ 364 mil +7.179 Nova
Gemmer Asset Management
29
Gemmer Asset Management
California
US$ 356 mil +US$ 3,65 mil +72 +1%
Goldman Sachs
30
Goldman Sachs
New York
US$ 355 mil -US$ 6,77 mi -133.614 -95%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
US$ 351 mil +US$ 29,2 mil +577 +9%
Apollon Wealth Management
32
Apollon Wealth Management
South Carolina
US$ 329 mil +US$ 2,03 mil +40 +0,6%
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
US$ 285 mil -US$ 10 mil -198 -3%
Citadel Advisors
34
Citadel Advisors
Florida
US$ 275 mil +US$ 275 mil +5.424 Nova
Brookwood Investment Group
35
Brookwood Investment Group
Arizona
US$ 235 mil – – –
RP
36
Riverwater Partners
Wisconsin
US$ 233 mil -US$ 12,9 mil -255 -5%
PFS
37
Professional Financial Solutions
Virginia
US$ 224 mil +US$ 225 mil +4.430 Nova
Ethos Financial Group
38
Ethos Financial Group
Pennsylvania
US$ 223 mil +US$ 223 mil +4.398 Nova
Gladstone Institutional Advisory
39
Gladstone Institutional Advisory
Florida
US$ 219 mil – – –
Tectonic Advisors
40
Tectonic Advisors
Texas
US$ 207 mil +US$ 207 mil +4.078 Nova
Harbour Investments
41
Harbour Investments
Wisconsin
US$ 151 mil +US$ 7,55 mil +149 +5%
NewEdge Advisors
42
NewEdge Advisors
Louisiana
US$ 104 mil +US$ 104 mil +2.052 Nova
APFP
43
Action Point Financial Planning
Michigan
US$ 99,4 mil +US$ 99,5 mil +1.962 Nova
TFC Financial Management
44
TFC Financial Management
Massachusetts
US$ 39,6 mil -US$ 6,59 mil -130 -14%
Smartleaf Asset Management
45
Smartleaf Asset Management
Massachusetts
US$ 15,5 mil – – –
Ameritas Advisory Services
46
Ameritas Advisory Services
Nebraska
US$ 14 mil +US$ 14 mil +276 Nova
Aptus Capital Advisors
47
Aptus Capital Advisors
Alabama
US$ 10,1 mil – – –
GFA
48
Godfrey Financial Associates
New York
US$ 7,65 mil – – –
UBS Group
49
UBS Group
Switzerland
US$ 5,98 mil +US$ 5,98 mil +118 Nova
SFP
50
Strategic Financial Planning
Texas
– -US$ 1,35 mi -50.704 Encerrada
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