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Calvert Ultra-Short Investment Grade ETF
CVSB

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$115M +$2.78M +54,905 +2%
LPL Financial
2
LPL Financial
California
$13.9M +$560K +11,041 +4%
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$6.39M – – –
MWM
4
Moran Wealth Management
Florida
$5.41M +$5.41M +106,784 New
PAG
5
Private Advisor Group
New Jersey
$3.81M -$4.33M -85,498 -53%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.32M +$80.9K +1,596 +2%
VFG
7
Valley Financial Group
Pennsylvania
$2.79M -$114K -2,242 -4%
PWM
8
Perigon Wealth Management
California
$1.78M +$1.78M +35,131 New
Betterment LLC
9
Betterment LLC
New York
$1.7M +$43.5K +859 +3%
RF
10
Rossby Financial
Florida
$1.58M +$411K +8,103 +35%
PI
11
PFG Investments
New York
$1.42M +$784K +15,470 +124%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.29M +$144K +2,833 +13%
DAS
13
Dynamic Advisor Solutions
Arizona
$1.28M +$70.8K +1,397 +6%
MAC
14
Mason & Associates (California)
California
$985K -$257K -5,077 -21%
PA
15
Prism Advisors
California
$894K +$16.3K +322 +2%
DC
16
DeDora Capital
California
$654K +$19.8K +390 +3%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$621K +$89.1K +1,758 +17%
NI
18
Natural Investments
California
$569K +$59.1K +1,165 +12%
KWM
19
Kingsview Wealth Management
Oregon
$553K -$18.4K -362 -3%
RSWA
20
Robinson Smith Wealth Advisors
Maine
$512K -$10.5K -207 -2%
SFS
21
Sunrise Financial Services
Washington
$512K -$23.4K -462 -4%
AIP
22
Ameritas Investment Partners
Nebraska
$483K +$33.6K +663 +7%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$455K -$431K -8,499 -49%
AWA
24
Arkadios Wealth Advisors
Georgia
$424K +$2.69K +53 +0.6%
RIM
25
RW Investment Management
Idaho
$412K -$271K -5,348 -40%
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