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Calvert US Mid-Cap Core Responsible Index ETF
CVMC

Name Holding Trade Value Shares
Change 		Change in
Stake
PSCM
26
Per Stirling Capital Management
Texas
$297K +$568 +8 +0.2%
CCM
27
Colorado Capital Management
Colorado
$284K -$92.6K -1,303 -26%
SGI
28
Summit Global Investments
Utah
$275K +$256K +3,610 New
HighTower Advisors
29
HighTower Advisors
Illinois
$272K +$254K +3,568 New
CWM
30
Collaborative Wealth Management
Florida
$270K – – –
GAM
31
Gemmer Asset Management
California
$245K -$497 -7 -0.2%
LPL Financial
32
LPL Financial
California
$221K +$206K +2,905 New
PS
33
Principal Securities
Iowa
$204K +$191K +2,682 New
Osaic Holdings
34
Osaic Holdings
Arizona
$190K +$18K +253 +11%
VNA
35
Valley National Advisers
Pennsylvania
$118K -$13K -183 -11%
AWM
36
AE Wealth Management
Kansas
$87.5K +$81.7K +1,150 New
APFP
37
Action Point Financial Planning
Michigan
$76.1K +$71.1K +1,000 New
HI
38
Harbour Investments
Wisconsin
$63.4K -$16.6K -233 -22%
TCM
39
Triumph Capital Management
Colorado
$62.8K – – –
Wells Fargo
40
Wells Fargo
California
$47.3K -$81K -1,140 -65%
MEG
41
Millstone Evans Group
Colorado
$39.3K – – –
CH
42
CDKV Holdings
Colorado
$36.2K – – –
MIA
43
Milestone Investment Advisors
Wisconsin
$25K +$23.3K +328 New
HWA
44
Heritage Wealth Advisors
Virginia
$16.7K -$1.99K -28 -11%
GFA
45
Godfrey Financial Associates
New York
$12.6K +$11.8K +166 New
FFA
46
Founders Financial Alliance
North Carolina
$9.06K – – –
ACA
47
Aptus Capital Advisors
Alabama
$7.61K – – –
IWC
48
Integrated Wealth Concepts
Massachusetts
$6.03K +$5.61K +79 New
RF
49
Rossby Financial
Florida
$5.92K – – –
AAS
50
Ameritas Advisory Services
Nebraska
$4.33K +$4.05K +57 New
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