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Calvert US Mid-Cap Core Responsible Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Modern Wealth Management
Kansas
$287K
PSCM
27
Per Stirling Capital Management
Texas
$244K +$243K +3,807 New
CWM
28
Collaborative Wealth Management
Florida
$224K -$127 -2 -0.1%
LPL Financial
29
LPL Financial
California
$201K -$135K -2,126 -40%
VNA
30
Valley National Advisers
Pennsylvania
$110K +$7.71K +121 +8%
Osaic Holdings
31
Osaic Holdings
Arizona
$105K +$14K +219 +16%
KAS
32
Kestra Advisory Services
Texas
$60.6K +$60.2K +945 New
TCM
33
Triumph Capital Management
Colorado
$52.9K +$52.6K +825 New
ME
34
McIlrath & Eck
Washington
$46.4K
HI
35
Harbour Investments
Wisconsin
$38K -$16K -251 -30%
MEG
36
Millstone Evans Group
Colorado
$33.1K +$32.9K +516 New
CH
37
CDKV Holdings
Colorado
$30.5K +$30.3K +476 New
HWA
38
Heritage Wealth Advisors
Virginia
$16.9K -$2.23K -35 -12%
US Bancorp
39
US Bancorp
Minnesota
$9.62K
FFA
40
Founders Financial Alliance
North Carolina
$7.63K
RF
41
Rossby Financial
Florida
$4.96K +$4.91K +77 New
EW
42
Elyxium Wealth
California
$2.19K +$2.17K +34 New
GWM
43
Geneos Wealth Management
Colorado
$1.28K
RWM
44
RMG Wealth Management
Wisconsin
-$190K -2,969 Closed
GWSG
45
GPS Wealth Strategies Group
Colorado
-$124K -1,953 Closed
PS
46
Principal Securities
Iowa
-$25.8K -407 Closed
AAS
47
Ameritas Advisory Services
Nebraska
-$3.58K -56 Closed