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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
$198M – – –
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$37.4M +$1.66M +22,549 +5%
OBWP
3
O'Brien Wealth Partners
Massachusetts
$20.5M +$1.32M +17,954 +7%
OAJ
4
Ogorek Anthony Joseph
New York
$20.2M +$20.2M +273,833 +22,209%
Ameriprise
5
Ameriprise
Minnesota
$18.6M -$416K -5,635 -2%
GEM
6
Global Endowment Management
North Carolina
$12.5M +$12.5M +169,980 New
Raymond James Financial
7
Raymond James Financial
Florida
$8.22M +$8.27M +112,142 New
RF
8
Rossby Financial
Florida
$7.23M +$7.27M +98,536 New
WWA
9
WCG Wealth Advisors
Nevada
$3.71M +$32K +434 +0.9%
Creative Planning
10
Creative Planning
Kansas
$3M +$3.01M +40,880 New
SFP
11
Sandbox Financial Partners
Maryland
$2.93M +$4.06K +55 +0.1%
KWA
12
Kondo Wealth Advisors
California
$2.3M +$2.31M +31,377 New
LAMNM
13
Longview Asset Management (New Mexico)
New Mexico
$2.23M +$2.24M +30,386 New
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$1.97M +$1.98M +26,870 New
TAM
15
Trillium Asset Management
Massachusetts
$1.6M +$1.61M +21,848 New
RIM
16
RW Investment Management
Idaho
$1.52M -$332K -4,495 -18%
SA
17
Sanctuary Advisors
Indiana
$1.47M – – –
BCI
18
Brinker Capital Investments
Pennsylvania
$1.33M -$66.8K -906 -5%
OPS
19
Orion Portfolio Solutions
Nebraska
$1.33M -$66.8K -906 -5%
FC
20
Fulcrum Capital
Washington
$1.15M +$17.3K +235 +2%
SA
21
Skyline Advisors
Washington
$1.14M +$1.15M +15,599 New
RP
22
Riverwater Partners
Wisconsin
$903K +$908K +12,311 New
PFA
23
Pathway Financial Advisors
Vermont
$879K -$133K -1,807 -13%
FPF
24
First Pacific Financial
Washington
$705K +$62.8K +852 +10%
HighTower Advisors
25
HighTower Advisors
Illinois
$629K +$632K +8,576 New
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