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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
$206M – – –
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$40.9M +$340K +4,812 +0.9%
Ameriprise
3
Ameriprise
Minnesota
$25.7M -$78.5K -1,111 -0.3%
OBWP
4
O'Brien Wealth Partners
Massachusetts
$21.5M +$292K +4,136 +1%
WANY
5
Wealthspire Advisors (New York)
New York
$15.1M +$13.9M +197,213 New
OAJ
6
Ogorek Anthony Joseph
New York
$14.7M -$6.07M -85,833 -31%
RF
7
Rossby Financial
Florida
$11.1M +$724K +10,240 +8%
Raymond James Financial
8
Raymond James Financial
Florida
$6.48M -$1.68M -23,807 -22%
LAMNM
9
Longview Asset Management (New Mexico)
New Mexico
$5.51M +$2.17M +30,662 +74%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$3.72M +$3.42M +48,441 +35,358%
Creative Planning
11
Creative Planning
Kansas
$3.13M – – –
SFP
12
Sandbox Financial Partners
Maryland
$3M -$27.6K -390 -1%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$2.81M +$2M +28,370 +340%
RP
14
Riverwater Partners
Wisconsin
$2.3M +$1.02M +14,477 +93%
Focus Partners Wealth
15
Focus Partners Wealth
Massachusetts
$2.1M +$18.7K +264 +1%
TAM
16
Trillium Asset Management
Massachusetts
$1.9M +$110K +1,559 +7%
FC
17
Fulcrum Capital
Washington
$1.9M +$159K +2,244 +10%
MWM
18
Modern Wealth Management
Kansas
$1.65M +$1.52M +21,526 New
RIM
19
RW Investment Management
Idaho
$1.59M +$6.78K +96 +0.5%
SA
20
Skyline Advisors
Washington
$1.47M +$90.1K +1,275 +7%
KWA
21
Kondo Wealth Advisors
California
$1.41M -$440K -6,222 -25%
BCI
22
Brinker Capital Investments
Pennsylvania
$1.02M -$156K -2,203 -14%
PFA
23
Pathway Financial Advisors
Vermont
$917K – – –
Osaic Holdings
24
Osaic Holdings
Arizona
$773K +$377K +5,340 +112%
Mariner
25
Mariner
Kansas
$752K -$2.4K -34 -0.3%
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