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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
$15.7M -$5.5M -86,327 -26%
FPF
2
First Pacific Financial
Washington
$15.6M +$881K +13,830 +6%
Financial Engines Advisors
3
Financial Engines Advisors
California
$7.09M +$582K +9,129 +9%
LAMNM
4
Longview Asset Management (New Mexico)
New Mexico
$6.47M +$61.8K +969 +1%
Citadel Advisors
5
Citadel Advisors
Florida
$2.75M +$2.73M +42,831 New
AIM
6
Archer Investment Management
Texas
$2.54M -$700K -10,987 -22%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$2.12M +$278K +4,355 +15%
JAA
8
Joel Adams & Associates
North Carolina
$1.6M +$132K +2,071 +9%
NI
9
Natural Investments
California
$1.43M +$1.42M +22,318 New
AIP
10
Ameritas Investment Partners
Nebraska
$1.43M +$81.7K +1,282 +6%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$1.26M +$64.6K +1,013 +5%
DAS
12
Dynamic Advisor Solutions
Arizona
$979K +$973K +15,273 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$894K +$209K +3,287 +31%
Creative Planning
14
Creative Planning
Kansas
$745K +$82.4K +1,293 +13%
MAC
15
Mason & Associates (California)
California
$714K +$709K +11,128 New
NBWM
16
North Berkeley Wealth Management
California
$632K +$628K +9,858 New
BP
17
BBR Partners
New York
$564K – – –
MBT
18
Montecito Bank & Trust
California
$471K +$468K +7,345 New
SFP
19
Sandbox Financial Partners
Maryland
$416K -$20.2K -317 -5%
PAG
20
Private Advisor Group
New Jersey
$404K +$2.68K +42 +0.7%
JSW
21
Journey Strategic Wealth
New Jersey
$372K +$17.8K +279 +5%
CCM
22
Colorado Capital Management
Colorado
$336K -$391K -6,142 -54%
Mariner
23
Mariner
Kansas
$316K +$25.7K +403 +9%
BWP
24
BSW Wealth Partners
Colorado
$300K -$4.4K -69 -1%
MCC
25
Money Concepts Capital
Florida
$297K +$12.3K +193 +4%
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