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Calvert US Large-Cap Core Responsible Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VBFP
26
Valtinson Bruner Financial Planning
Minnesota
$628K +$580K +8,211 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$589K -$21.4K -303 -4%
FPF
28
First Pacific Financial
Washington
$585K +$103K +1,460 +24%
HI
29
Harbour Investments
Wisconsin
$560K +$234K +3,306 +82%
RZH
30
Relyea Zuckerberg Hanson
Connecticut
$511K +$471K +6,671 New
PSCM
31
Per Stirling Capital Management
Texas
$480K +$8.97K +127 +2%
FPAS
32
Focus Partners Advisor Solutions
Missouri
$405K +$33.2K +470 +10%
HWA
33
Heritage Wealth Advisors
Virginia
$404K +$104K +1,472 +39%
NI
34
Natural Investments
California
$362K -$49.7K -704 -13%
JSW
35
Journey Strategic Wealth
New Jersey
$354K +$23.2K +328 +8%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$347K
Bank of America
37
Bank of America
North Carolina
$342K +$9.4K +133 +3%
GAM
38
Gemmer Asset Management
California
$341K +$777 +11 +0.2%
Citadel Advisors
39
Citadel Advisors
Florida
$318K -$2.34M -33,140 -89%
CWM
40
Collaborative Wealth Management
Florida
$275K -$33.4K -473 -12%
AWA
41
Aaron Wealth Advisors
Illinois
$269K
HighTower Advisors
42
HighTower Advisors
Illinois
$236K -$758K -10,731 -78%
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
$209K +$193K +2,731 New
Morgan Stanley
44
Morgan Stanley
New York
$209K -$3.82K -54 -2%
TFM
45
TFC Financial Management
Massachusetts
$207K +$8.2K +116 +4%
BAM
46
Belpointe Asset Management
Nevada
$202K +$187K +2,643 New
EWM
47
Evermay Wealth Management
Virginia
$161K +$29.2K +413 +24%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$33.8K +$31.2K +441 +44,100%
FFA
49
Frazier Financial Advisors
Ohio
$7.65K
AF
50
Allworth Financial
California
$3.06K