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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
$21.6M -$58.2K -1,016 -0.3%
FPF
2
First Pacific Financial
Washington
$13.1M +$1.54M +26,920 +14%
Financial Engines Advisors
3
Financial Engines Advisors
California
$5.92M -$393K -6,849 -7%
LAMNM
4
Longview Asset Management (New Mexico)
New Mexico
$4.89M +$588K +10,257 +15%
AIM
5
Archer Investment Management
Texas
$3.09M -$856K -14,941 -23%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$1.64M +$1.54M +26,949 New
AIP
7
Ameritas Investment Partners
Nebraska
$1.27M +$1.2M +20,895 New
CCM
8
Colorado Capital Management
Colorado
$1.09M -$226K -3,949 -18%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$997K +$739K +12,901 +366%
Goldman Sachs
10
Goldman Sachs
New York
$627K -$309K -5,397 -34%
Creative Planning
11
Creative Planning
Kansas
$627K – – –
BP
12
BBR Partners
New York
$534K +$504K +8,796 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$472K +$55K +959 +14%
SFP
14
Sandbox Financial Partners
Maryland
$384K +$974 +17 +0.3%
NI
15
Natural Investments
California
$370K +$802 +14 +0.2%
PAG
16
Private Advisor Group
New Jersey
$358K -$28.1K -490 -8%
LPL Financial
17
LPL Financial
California
$322K +$304K +5,304 New
JSW
18
Journey Strategic Wealth
New Jersey
$311K -$7.22K -126 -2%
MWM
19
Modern Wealth Management
Kansas
$305K +$288K +5,022 New
Mariner
20
Mariner
Kansas
$275K -$115 -2 -0%
MCC
21
Money Concepts Capital
Florida
$270K +$28.2K +492 +12%
CWM
22
Collaborative Wealth Management
Florida
$267K -$37.3K -651 -13%
RWM
23
RMG Wealth Management
Wisconsin
$204K +$190K +3,318 New
UBS Group
24
UBS Group
Switzerland
$177K -$70.7K -1,234 -30%
GWSG
25
GPS Wealth Strategies Group
Colorado
$119K +$24.4K +426 +28%
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