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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
$186M – – –
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$36.5M +$1.43M +19,459 +4%
Ameriprise
3
Ameriprise
Minnesota
$23.2M +$6.08M +82,967 +33%
OAJ
4
Ogorek Anthony Joseph
New York
$19.2M +$227K +3,098 +1%
OBWP
5
O'Brien Wealth Partners
Massachusetts
$19.1M -$170K -2,325 -0.8%
GEM
6
Global Endowment Management
North Carolina
$12.2M +$540K +7,369 +4%
RF
7
Rossby Financial
Florida
$9.21M +$2.7M +36,832 +37%
Raymond James Financial
8
Raymond James Financial
Florida
$7.48M -$266K -3,634 -3%
WWA
9
WCG Wealth Advisors
Nevada
$3.26M -$241K -3,287 -7%
LAMNM
10
Longview Asset Management (New Mexico)
New Mexico
$2.85M +$805K +10,993 +36%
Creative Planning
11
Creative Planning
Kansas
$2.82M – – –
SFP
12
Sandbox Financial Partners
Maryland
$2.73M -$22.3K -304 -0.8%
Citadel Advisors
13
Citadel Advisors
Florida
$2.57M +$2.48M +33,918 +1,006%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$1.87M +$21.8K +298 +1%
KWA
15
Kondo Wealth Advisors
California
$1.7M -$492K -6,716 -21%
TAM
16
Trillium Asset Management
Massachusetts
$1.6M +$103K +1,401 +6%
FC
17
Fulcrum Capital
Washington
$1.55M +$500K +6,830 +43%
RIM
18
RW Investment Management
Idaho
$1.43M – – –
SA
19
Skyline Advisors
Washington
$1.24M +$172K +2,345 +15%
RP
20
Riverwater Partners
Wisconsin
$1.07M +$238K +3,250 +26%
BCI
21
Brinker Capital Investments
Pennsylvania
$1.07M -$190K -2,599 -14%
OPS
22
Orion Portfolio Solutions
Nebraska
$1.07M -$190K -2,599 -14%
HighTower Advisors
23
HighTower Advisors
Illinois
$952K +$384K +5,240 +61%
PFA
24
Pathway Financial Advisors
Vermont
$826K – – –
Mariner
25
Mariner
Kansas
$680K +$190K +2,594 +36%
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