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Calvert US Mid-Cap Core Responsible Index ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSCM
26
Per Stirling Capital Management
Texas
$249K +$5.9K +89 +2%
MWM
27
Mission Wealth Management
California
$246K +$255K +3,843 New
CWM
28
Collaborative Wealth Management
Florida
$227K +$3.18K +48 +1%
GAM
29
Gemmer Asset Management
California
$206K +$214K +3,220 New
Osaic Holdings
30
Osaic Holdings
Arizona
$144K +$40.9K +616 +38%
Wells Fargo
31
Wells Fargo
California
$113K +$117K +1,761 New
VNA
32
Valley National Advisers
Pennsylvania
$111K +$1.19K +18 +1%
HI
33
Harbour Investments
Wisconsin
$68.3K +$31.4K +474 +80%
ME
34
McIlrath & Eck
Washington
$55.9K +$9.88K +149 +21%
TCM
35
Triumph Capital Management
Colorado
$52.8K – – –
MEG
36
Millstone Evans Group
Colorado
$33K – – –
CH
37
CDKV Holdings
Colorado
$30.5K – – –
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$23K +$24.3K +366 New
UBS Group
39
UBS Group
Switzerland
$17.9K +$18.5K +279 New
HWA
40
Heritage Wealth Advisors
Virginia
$15.9K -$1.06K -16 -6%
FFA
41
Founders Financial Alliance
North Carolina
$7.62K – – –
ACA
42
Aptus Capital Advisors
Alabama
$6.4K +$6.63K +100 New
RF
43
Rossby Financial
Florida
$5.01K +$66 +1 +1%
GWM
44
Geneos Wealth Management
Colorado
$1.28K – – –
Citadel Advisors
45
Citadel Advisors
Florida
– -$2.75M -42,831 Closed
BP
46
BBR Partners
New York
– -$564K -8,796 Closed
MBT
47
Montecito Bank & Trust
California
– -$471K -7,345 Closed
MWM
48
Modern Wealth Management
Kansas
– -$287K -4,483 Closed
LPL Financial
49
LPL Financial
California
– -$201K -3,136 Closed
KAS
50
Kestra Advisory Services
Texas
– -$60.6K -945 Closed