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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
$113M +$3.25M +63,999 +3%
LPL Financial
2
LPL Financial
California
$10.7M +$1.32M +26,052 +14%
PAG
3
Private Advisor Group
New Jersey
$3.7M +$1.9M +37,423 +105%
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$3.66M -$1.65M -32,525 -31%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.16M +$305K +6,016 +11%
VFG
6
Valley Financial Group
Pennsylvania
$2.99M -$15.3M -301,937 -84%
Betterment LLC
7
Betterment LLC
New York
$1.57M +$227K +4,464 +17%
MAC
8
Mason & Associates (California)
California
$1.25M +$1.26M +24,724 New
Osaic Holdings
9
Osaic Holdings
Arizona
$1.18M +$421K +8,300 +56%
DAS
10
Dynamic Advisor Solutions
Arizona
$1.17M +$571K +11,249 +96%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.06M +$1.07M +20,980 New
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$871K +$52.3K +1,030 +6%
PA
13
Prism Advisors
California
$845K +$58.9K +1,159 +7%
Goldman Sachs
14
Goldman Sachs
New York
$683K -$10.4K -205 -2%
RF
15
Rossby Financial
Florida
$663K +$246K +4,850 +59%
PI
16
PFG Investments
New York
$627K +$7.46K +147 +1%
NI
17
Natural Investments
California
$515K +$516K +10,166 New
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$457K +$135K +2,650 +42%
GRP
19
Global Retirement Partners
California
$440K -$50.2K -989 -10%
RSWA
20
Robinson Smith Wealth Advisors
Maine
$431K +$182K +3,580 +73%
SFS
21
Sunrise Financial Services
Washington
$427K +$427K +8,412 New
AWA
22
Arkadios Wealth Advisors
Georgia
$421K +$51.9K +1,023 +14%
AIP
23
Ameritas Investment Partners
Nebraska
$403K +$46.3K +911 +13%
SAM
24
Secure Asset Management
Michigan
$376K +$2.08K +41 +0.6%
GAM
25
Gemmer Asset Management
California
$350K +$90.3K +1,779 +35%
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