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Calvert US Large-Cap Core Responsible Index ETF
CVLC

Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$612K +$571K +7,745 +1,291%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$605K -$714K -9,686 -54%
NI
28
Natural Investments
California
$594K +$598K +8,109 New
PWM
29
Perigon Wealth Management
California
$559K +$74.5K +1,010 +15%
Mariner
30
Mariner
Kansas
$533K +$536K +7,265 New
Goldman Sachs
31
Goldman Sachs
New York
$516K -$3.17M -43,044 -86%
PSCM
32
Per Stirling Capital Management
Texas
$450K +$738 +10 +0.2%
FPAS
33
Focus Partners Advisor Solutions
Missouri
$356K -$5.24K -71 -1%
OIA
34
OneDigital Investment Advisors
Kansas
$340K – – –
GAM
35
Gemmer Asset Management
California
$325K +$885 +12 +0.3%
CWM
36
Collaborative Wealth Management
Florida
$319K +$320K +4,344 New
Bank of America
37
Bank of America
North Carolina
$316K +$198K +2,687 +166%
AWA
38
Aaron Wealth Advisors
Illinois
$258K +$259K +3,517 New
Citadel Advisors
39
Citadel Advisors
Florida
$247K +$249K +3,373 New
JSW
40
Journey Strategic Wealth
New Jersey
$240K +$241K +3,273 New
Morgan Stanley
41
Morgan Stanley
New York
$205K +$6.42K +87 +3%
HI
42
Harbour Investments
Wisconsin
$198K +$138K +1,874 +229%
Osaic Holdings
43
Osaic Holdings
Arizona
$197K +$20.1K +273 +11%
TFM
44
TFC Financial Management
Massachusetts
$162K +$67.5K +915 +70%
EWM
45
Evermay Wealth Management
Virginia
$124K – – –
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$10K +$10.1K +137 New
FFA
47
Frazier Financial Advisors
Ohio
$7.38K – – –
AF
48
Allworth Financial
California
$3.05K +$2.95K +40 New
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
– -$756K -10,555 Closed
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
– -$229K -3,198 Closed
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