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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
$21M -$1.56M -24,905 -7%
FPF
2
First Pacific Financial
Washington
$14.5M +$837K +13,400 +6%
Financial Engines Advisors
3
Financial Engines Advisors
California
$6.44M +$244K +3,910 +4%
LAMNM
4
Longview Asset Management (New Mexico)
New Mexico
$6.34M +$1.21M +19,330 +24%
AIM
5
Archer Investment Management
Texas
$3.21M -$18.4K -294 -0.6%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$1.82M +$106K +1,693 +6%
JAA
7
Joel Adams & Associates
North Carolina
$1.45M +$1.43M +22,869 New
AIP
8
Ameritas Investment Partners
Nebraska
$1.34M +$8.31K +133 +0.6%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$1.18M +$137K +2,195 +13%
CCM
10
Colorado Capital Management
Colorado
$723K -$411K -6,585 -37%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$676K +$180K +2,875 +37%
Creative Planning
12
Creative Planning
Kansas
$656K – – –
BP
13
BBR Partners
New York
$558K – – –
SFP
14
Sandbox Financial Partners
Maryland
$432K +$29.5K +472 +7%
PAG
15
Private Advisor Group
New Jersey
$397K +$22.2K +356 +6%
JSW
16
Journey Strategic Wealth
New Jersey
$351K +$25.1K +402 +8%
LPL Financial
17
LPL Financial
California
$334K -$2.62K -42 -0.8%
BWP
18
BSW Wealth Partners
Colorado
$301K +$297K +4,747 New
Mariner
19
Mariner
Kansas
$288K +$62 +1 +0%
MWM
20
Modern Wealth Management
Kansas
$285K -$33.7K -539 -11%
MCC
21
Money Concepts Capital
Florida
$282K – – –
CWM
22
Collaborative Wealth Management
Florida
$222K -$56.6K -906 -21%
RWM
23
RMG Wealth Management
Wisconsin
$190K -$21.8K -349 -11%
GWSG
24
GPS Wealth Strategies Group
Colorado
$124K – – –
VNA
25
Valley National Advisers
Pennsylvania
$101K +$51.5K +825 +107%
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