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Calvert US Large-Cap Core Responsible Index ETF
CVLC

Name Holding Trade Value Shares
Change 		Change in
Stake
SIF
1
State Insurance Fund
New York
$183M – – –
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$28.6M +$1.14M +17,484 +4%
OBWP
3
O'Brien Wealth Partners
Massachusetts
$18.6M +$467K +7,151 +3%
Morgan Stanley
4
Morgan Stanley
New York
$13.8M -$13M -199,297 -50%
Ameriprise
5
Ameriprise
Minnesota
$10.8M +$10.2M +155,495 +4,528%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$5.89M +$150K +2,297 +3%
WWA
7
WCG Wealth Advisors
Nevada
$3.38M +$3.26M +49,849 New
SFP
8
Sandbox Financial Partners
Maryland
$2.66M +$88.3K +1,352 +4%
Goldman Sachs
9
Goldman Sachs
New York
$2.38M +$1.19M +18,200 +108%
GFS
10
GYL Financial Synergies
Connecticut
$1.86M +$1.79M +27,384 New
BCI
11
Brinker Capital Investments
Pennsylvania
$1.4M -$269K -4,122 -17%
OPS
12
Orion Portfolio Solutions
Nebraska
$1.4M -$269K -4,122 -17%
RJA
13
Raymond James & Associates
Florida
$1.19M +$452K +6,927 +66%
FC
14
Fulcrum Capital
Washington
$1.04M +$720K +11,016 +253%
RIM
15
RW Investment Management
Idaho
$648K +$624K +9,551 New
PSCM
16
Per Stirling Capital Management
Texas
$517K +$264K +4,042 +113%
FPF
17
First Pacific Financial
Washington
$502K +$11.2K +171 +2%
FPAS
18
Focus Partners Advisor Solutions
Missouri
$376K +$362K +5,537 New
OIA
19
OneDigital Investment Advisors
Kansas
$315K +$35.5K +543 +13%
GAM
20
Gemmer Asset Management
California
$299K +$784 +12 +0.3%
NA
21
NewEdge Advisors
Louisiana
$234K +$225K +3,443 New
Bank of America
22
Bank of America
North Carolina
$106K +$64.6K +989 +172%
TFM
23
TFC Financial Management
Massachusetts
$88.2K +$84.8K +1,299 New
Osaic Holdings
24
Osaic Holdings
Arizona
$76.7K +$73.8K +1,130 New
HI
25
Harbour Investments
Wisconsin
$47.3K +$28.6K +438 +169%
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