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Calvert International Responsible Index ETF
CVIE

Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$39M +$3.3M +57,041 +10%
Jane Street
2
Jane Street
New York
$9.13M +$7.37M +127,251 +505%
Morgan Stanley
3
Morgan Stanley
New York
$8.68M -$4.93M -85,144 -37%
OBWP
4
O'Brien Wealth Partners
Massachusetts
$7.51M +$226K +3,909 +3%
DJSG
5
D.J. St. Germain
Massachusetts
$5.3M -$6.66K -115 -0.1%
EWA
6
EP Wealth Advisors
California
$4.75M -$809K -13,979 -15%
Ameriprise
7
Ameriprise
Minnesota
$2.5M +$2.42M +41,731 New
SA
8
Sanctuary Advisors
Indiana
$1.47M +$1.5M +25,885 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.27M +$88.2K +1,523 +8%
CSPIA
10
Cary Street Partners Investment Advisory
Virginia
$737K +$712K +12,300 New
WFS
11
WealthGarden F.S.
California
$717K +$113K +1,950 +19%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$655K +$690K +11,909 New
Financial Engines Advisors
13
Financial Engines Advisors
California
$484K -$29.8K -515 -6%
RIM
14
RW Investment Management
Idaho
$336K +$325K +5,612 New
RJA
15
Raymond James & Associates
Florida
$329K – – –
PSCM
16
Per Stirling Capital Management
Texas
$287K -$69.4K -1,199 -20%
IIC
17
Ironwood Investment Counsel
Arizona
$240K – – –
SFP
18
Sandbox Financial Partners
Maryland
$218K +$211K +3,647 New
Osaic Holdings
19
Osaic Holdings
Arizona
$193K +$43.8K +757 +31%
HI
20
Harbour Investments
Wisconsin
$137K +$45.9K +792 +53%
EWM
21
Evermay Wealth Management
Virginia
$80.3K +$77.6K +1,340 New
OC
22
Oarsman Capital
Wisconsin
$49.1K +$47.5K +820 New
TFM
23
TFC Financial Management
Massachusetts
$37.9K – – –
Fidelity Investments
24
Fidelity Investments
Massachusetts
$60 +$58 +1 New
FTUS
25
Flow Traders U.S.
New York
– -$3.13M -55,504 Closed
1
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