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Calvert US Large-Cap Core Responsible Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SA
51
Skyline Advisors
Washington
$420K -$1.2M -14,243 -73%
GAM
52
Gemmer Asset Management
California
$360K +$839 +10 +0.2%
HWA
53
Heritage Wealth Advisors
Virginia
$357K -$34.7K -413 -8%
FPAS
54
Focus Partners Advisor Solutions
Missouri
$338K -$4.45K -53 -1%
NI
55
Natural Investments
California
$310K -$61.4K -732 -16%
Bank of America
56
Bank of America
North Carolina
$304K -$41K -488 -11%
JWCA
57
J.W. Cole Advisors
Florida
$288K +$252 +3 +0.1%
AWA
58
Aaron Wealth Advisors
Illinois
$282K
Jane Street
59
Jane Street
New York
$279K +$293K +3,489 New
CWM
60
Collaborative Wealth Management
Florida
$277K -$671 -8 -0.2%
TFM
61
TFC Financial Management
Massachusetts
$276K
VBFP
62
Valtinson Bruner Financial Planning
Minnesota
$254K
SWM
63
Silverlake Wealth Management
Vermont
$242K +$254K +3,028 New
Morgan Stanley
64
Morgan Stanley
New York
$217K -$2.18K -26 -0.9%
BAM
65
Belpointe Asset Management
Nevada
$216K +$2.27K +27 +1%
CH
66
CDKV Holdings
Colorado
$177K
EWM
67
Evermay Wealth Management
Virginia
$161K
TCM
68
Triumph Capital Management
Colorado
$97.7K
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$33K +$5.87K +70 +20%
Fidelity Investments
70
Fidelity Investments
Massachusetts
$28.6K
AWM
71
AE Wealth Management
Kansas
$26.4K +$27.7K +330 New
FFA
72
Farther Finance Advisors
California
$20.2K -$52.4K -624 -71%
FFA
73
Frazier Financial Advisors
Ohio
$8.01K
JP Morgan Chase
74
JP Morgan Chase
New York
$7.92K -$290K -3,451 -97%
GWM
75
Geneos Wealth Management
Colorado
$4.8K