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Calvert US Large-Cap Core Responsible Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$636K +$676K +9,229 New
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$575K
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$552K -$18.5K -252 -3%
PWM
29
Perigon Wealth Management
California
$519K
FPF
30
First Pacific Financial
Washington
$427K -$251K -3,428 -36%
PSCM
31
Per Stirling Capital Management
Texas
$424K +$659 +9 +0.1%
NI
32
Natural Investments
California
$374K -$196K -2,675 -33%
FPAS
33
Focus Partners Advisor Solutions
Missouri
$332K -$2.2K -30 -0.6%
Osaic Holdings
34
Osaic Holdings
Arizona
$328K +$151K +2,067 +77%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$313K +$332K +4,536 New
GAM
36
Gemmer Asset Management
California
$307K +$879 +12 +0.3%
Bank of America
37
Bank of America
North Carolina
$299K +$1.98K +27 +0.6%
JSW
38
Journey Strategic Wealth
New Jersey
$297K +$75.3K +1,028 +31%
CWM
39
Collaborative Wealth Management
Florida
$280K -$20.7K -282 -6%
HI
40
Harbour Investments
Wisconsin
$277K +$96.5K +1,318 +49%
HWA
41
Heritage Wealth Advisors
Virginia
$262K +$279K +3,804 New
AWA
42
Aaron Wealth Advisors
Illinois
$242K
Jane Street
43
Jane Street
New York
$222K +$236K +3,220 New
Morgan Stanley
44
Morgan Stanley
New York
$192K -$1.02K -14 -0.5%
TFM
45
TFC Financial Management
Massachusetts
$178K +$27.5K +375 +17%
EWM
46
Evermay Wealth Management
Virginia
$116K
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$9K
FFA
48
Frazier Financial Advisors
Ohio
$6.89K
AF
49
Allworth Financial
California
$2.7K
Fidelity Investments
50
Fidelity Investments
Massachusetts
$69 +$73 +1 New