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Calvert Ultra-Short Investment Grade ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$104M -$6.75M -133,093 -6%
VFG
2
Valley Financial Group
Pennsylvania
$17.5M +$511K +10,073 +3%
LPL Financial
3
LPL Financial
California
$9.09M +$1.39M +27,430 +18%
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$4.31M +$903K +17,819 +27%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.36M +$769K +15,167 +30%
FFAS
6
FIG Financial Advisory Services
Oklahoma
$1.76M +$1.76M +34,818 New
PAG
7
Private Advisor Group
New Jersey
$1.48M +$417K +8,232 +39%
Betterment LLC
8
Betterment LLC
New York
$1.02M +$801K +15,813 +358%
GLA
9
Good Life Advisors
Pennsylvania
$894K -$57.5K -1,134 -6%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$805K +$422K +8,326 +110%
Citadel Advisors
11
Citadel Advisors
Florida
$640K +$641K +12,642 New
PA
12
Prism Advisors
California
$587K -$25.3K -500 -4%
Osaic Holdings
13
Osaic Holdings
Arizona
$583K +$18.2K +360 +3%
PI
14
PFG Investments
New York
$556K +$254K +5,003 +84%
GRP
15
Global Retirement Partners
California
$499K +$499K +9,853 New
DAS
16
Dynamic Advisor Solutions
Arizona
$473K +$142K +2,807 +43%
NI
17
Natural Investments
California
$464K +$6.79K +134 +1%
SAM
18
Secure Asset Management
Michigan
$373K -$1.72K -34 -0.5%
AIP
19
Ameritas Investment Partners
Nebraska
$353K +$353K +6,970 New
GVAG
20
Great Valley Advisor Group
Delaware
$303K -$10.1K -200 -3%
RF
21
Rossby Financial
Florida
$297K +$197K +3,892 +197%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$284K
DJSG
23
D.J. St. Germain
Massachusetts
$270K -$140K -2,767 -34%
GWSG
24
GPS Wealth Strategies Group
Colorado
$251K -$213K -4,211 -46%
BIG
25
Brookwood Investment Group
Arizona
$225K +$9.48K +187 +4%