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Calvert Ultra-Short Investment Grade ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$403K +$404K +7,968 New
SAM
27
Secure Asset Management
Michigan
$369K -$5.83K -115 -2%
GRP
28
Global Retirement Partners
California
$364K +$364K +7,179 New
GAM
29
Gemmer Asset Management
California
$356K +$3.65K +72 +1%
Goldman Sachs
30
Goldman Sachs
New York
$355K -$6.77M -133,614 -95%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$351K +$29.3K +577 +9%
AWM
32
Apollon Wealth Management
South Carolina
$329K +$2.03K +40 +0.6%
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
$285K -$10K -198 -3%
Citadel Advisors
34
Citadel Advisors
Florida
$275K +$275K +5,424 New
BIG
35
Brookwood Investment Group
Arizona
$235K
RP
36
Riverwater Partners
Wisconsin
$233K -$12.9K -255 -5%
PFS
37
Professional Financial Solutions
Virginia
$224K +$225K +4,430 New
EFG
38
Ethos Financial Group
Pennsylvania
$223K +$223K +4,398 New
GIA
39
Gladstone Institutional Advisory
Florida
$219K
TA
40
Tectonic Advisors
Texas
$207K +$207K +4,078 New
HI
41
Harbour Investments
Wisconsin
$151K +$7.55K +149 +5%
NA
42
NewEdge Advisors
Louisiana
$104K +$104K +2,052 New
APFP
43
Action Point Financial Planning
Michigan
$99.4K +$99.5K +1,962 New
TFM
44
TFC Financial Management
Massachusetts
$39.5K -$6.59K -130 -14%
SAM
45
Smartleaf Asset Management
Massachusetts
$15.5K
AAS
46
Ameritas Advisory Services
Nebraska
$14K +$14K +276 New
ACA
47
Aptus Capital Advisors
Alabama
$10.1K
GFA
48
Godfrey Financial Associates
New York
$7.65K
UBS Group
49
UBS Group
Switzerland
$5.98K +$5.98K +118 New
SFP
50
Strategic Financial Planning
Texas
-$1.35M -50,704 Closed