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Calvert US Mid-Cap Core Responsible Index ETF
CVMC

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$20.3M -$1.66M -27,770 -7%
FPF
2
First Pacific Financial
Washington
$10.7M +$754K +12,613 +7%
Financial Engines Advisors
3
Financial Engines Advisors
California
$5.92M +$207K +3,472 +3%
LAMNM
4
Longview Asset Management (New Mexico)
New Mexico
$3.99M +$454K +7,604 +12%
AIM
5
Archer Investment Management
Texas
$3.73M -$1.39M -23,188 -26%
CCM
6
Colorado Capital Management
Colorado
$1.24M -$28.6K -478 -2%
Citadel Advisors
7
Citadel Advisors
Florida
$909K +$958K +16,033 New
Goldman Sachs
8
Goldman Sachs
New York
$892K -$575K -9,623 -38%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$693K -$852K -14,258 -54%
Creative Planning
10
Creative Planning
Kansas
$586K – – –
MCM
11
Manchester Capital Management
Vermont
$499K – – –
PCIA
12
Prime Capital Investment Advisors
Kansas
$481K +$507K +8,480 New
HighTower Advisors
13
HighTower Advisors
Illinois
$480K +$239K +4,001 +90%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$387K +$74.9K +1,253 +23%
PAG
15
Private Advisor Group
New Jersey
$362K +$6.93K +116 +2%
SFP
16
Sandbox Financial Partners
Maryland
$358K +$1.02K +17 +0.3%
NI
17
Natural Investments
California
$345K -$31.6K -528 -8%
JSW
18
Journey Strategic Wealth
New Jersey
$298K -$11.4K -191 -4%
CWM
19
Collaborative Wealth Management
Florida
$287K +$302K +5,055 New
Mariner
20
Mariner
Kansas
$257K +$271K +4,532 New
UBS Group
21
UBS Group
Switzerland
$236K +$231K +3,866 +1,329%
MWP
22
Meriwether Wealth & Planning
Louisiana
$225K -$21.3K -357 -8%
MCC
23
Money Concepts Capital
Florida
$224K +$236K +3,948 New
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$200K -$10.3K -173 -5%
Osaic Holdings
25
Osaic Holdings
Arizona
$127K +$48.2K +807 +56%
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