MORGAN STANLEY ETF TRUST

Ticker: CVLC CUSIP: 61774R205 Class: CALVERT US LARCP

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
State Insurance Fund2,697,658$227,250
Wealthspire Advisors, LLC759,904$64,014
COMMONWEALTH EQUITY SERVICES, LLC549,838$46,318
AMERIPRISE FINANCIAL INC315,421$26,571
MERCER GLOBAL ADVISORS INC /ADV277,996$23,418
O'Brien Wealth Partners LLC277,873$23,408
OGOREK ANTHONY JOSEPH /NY/ /ADV193,760$16
Rossby Financial, LCC174,021$14,660
Legacy Advisors, LLC115,572$9,736
RAYMOND JAMES FINANCIAL INC96,002$8,087
LongView Asset Management LLC94,828$7,988
Joel Adams & Associates, Inc.81,926$6,901
CWM, LLC69,185$6
Sound Portfolio Advisors, LLC68,556$5,775
Riverwater Partners LLC50,270$4,235
Sandbox Financial Partners, LLC44,959$3,787
Focus Partners Wealth43,894$3,698
Fiduciary Trust Co42,257$3,560
Global Endowment Management, LP42,101$3,547
Creative Planning39,275$3,309
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO35,386$2,981
TRILLIUM ASSET MANAGEMENT, LLC32,946$2,775
Modern Wealth Management, LLC28,142$2,371
Fulcrum Capital LLC25,193$2,122
North Berkeley Wealth Management, LLC23,730$1,999
First Pacific Financial21,717$1,829
Pathway Financial Advisors LLC20,079$1,725
Kestra Advisory Services, LLC19,708$1,660
Skyline Advisors, Inc.19,487$1,642
EVOLVE PRIVATE WEALTH, LLC19,343$1,629
HighTower Advisors, LLC16,970$1,430
Brinker Capital Investments, LLC14,325$1,207
GOLDMAN SACHS GROUP INC14,193$1,196
Mariner, LLC10,599$893
LINCOLN CAPITAL CORP10,350$872
HARBOUR INVESTMENTS, INC.9,851$830
Kondo Wealth Advisors, Inc.9,521$802
OSAIC HOLDINGS, INC.9,507$801
Per Stirling Capital Management, LLC.9,431$794
Laird Norton Wetherby Trust Company, LLC8,500$716
Cambridge Investment Research Advisors, Inc.8,244$1
Westfuller Advisors, LLC7,435$626
Relyea Zuckerberg Hanson LLC6,710$565
ENVESTNET ASSET MANAGEMENT INC6,529$550
ENTRUST FINANCIAL LLC5,863$494
CITADEL ADVISORS LLC5,670$478
Heritage Wealth Advisors4,876$411
NATURAL INVESTMENTS, LLC4,615$0
Gemmer Asset Management LLC4,484$378
JOURNEY STRATEGIC WEALTH LLC4,420$372
BANK OF AMERICA CORP /DE/4,288$361
Buckingham Strategic Partners4,274$360
Cetera Investment Advisers3,715$313
J.W. COLE ADVISORS, INC.3,600$303
JPMORGAN CHASE & CO3,553$299
Aaron Wealth Advisors LLC3,517$296
Collaborative Wealth Managment Inc.3,463$292
TFC Financial Management, Inc.3,452$291
Valtinson Bruner Financial Planning LLC3,172$267
MORGAN STANLEY2,742$231
Belpointe Asset Management LLC2,675$225
Arbor Investment Advisors, LLC2,466$208
CDKV HOLDINGS LLC2,211$186
EVERMAY WEALTH MANAGEMENT LLC2,009$169
Triumph Capital Management1,220$103
Farther Finance Advisors, LLC874$74
FMR LLC358$30
ROYAL BANK OF CANADA344$29
FLAGSHIP HARBOR ADVISORS, LLC200$17
Frazier Financial Advisors, LLC100$8
Smartleaf Asset Management LLC65$6
Geneos Wealth Management Inc.60$5
Allworth Financial LP40$3
Total (73 institutions)6,501,518$524,510