MORGAN STANLEY ETF TRUST

Ticker: CVMC CUSIP: 61774R403 Class: CALVERT US MDCP

Holders for Q4 2025 Position Changes for Q4 2025

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

New Positions (12)

North Berkeley Wealth Management, LLC
Value ($000) $632 Shares 9,858
NATURAL INVESTMENTS, LLC
Value ($000) $1 Shares 22,318
Mason & Associates Inc
Value ($000) $714 Shares 11,128
Montecito Bank & Trust
Value ($000) $471 Shares 7,345
Dynamic Advisor Solutions LLC
Value ($000) $979 Shares 15,273
Per Stirling Capital Management, LLC.
Value ($000) $244 Shares 3,807
Millstone Evans Group, LLC
Value ($000) $33 Shares 516
Triumph Capital Management
Value ($000) $53 Shares 825
CITADEL ADVISORS LLC
Value ($000) $2,747 Shares 42,831
Kestra Advisory Services, LLC
Value ($000) $61 Shares 945
Rossby Financial, LCC
Value ($000) $5 Shares 77
Elyxium Wealth, LLC
Value ($000) $2 Shares 34

Increased Positions (13)

First Pacific Financial
Value ($000) $15,564 (+7.1%) Shares 242,692 (+6.0%)
Joel Adams & Associates, Inc.
Value ($000) $1,599 (+10.2%) Shares 24,940 (+9.1%)
Financial Engines Advisors L.L.C.
Value ($000) $7,088 (+10.1%) Shares 110,531 (+9.0%)
Ameritas Investment Partners, Inc.
Value ($000) $1,431 (+7.2%) Shares 22,310 (+6.1%)
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Value ($000) $2,116 (+16.4%) Shares 32,997 (+15.2%)
COMMONWEALTH EQUITY SERVICES, LLC
Value ($000) $894 (+132132.3%) Shares 13,939 (+30.9%)
Creative Planning
Value ($000) $745 (+13.7%) Shares 11,619 (+12.5%)
JOURNEY STRATEGIC WEALTH LLC
Value ($000) $372 (+6.1%) Shares 5,807 (+5.0%)
Mariner, LLC
Value ($000) $316 (+10.0%) Shares 4,934 (+8.9%)
MONEY CONCEPTS CAPITAL CORP
Value ($000) $297 (+5.4%) Shares 4,633 (+4.3%)
OSAIC HOLDINGS, INC.
Value ($000) $105 (+17.0%) Shares 1,631 (+15.5%)
CWM, LLC
Value ($000) $1 (+6.5%) Shares 19,633 (+5.4%)
VALLEY NATIONAL ADVISERS INC
Value ($000) $0 (+8.9%) Shares 1,720 (+7.6%)

Decreased Positions (8)

Archer Investment Management, LLC
Value ($000) $2,540 (-20.9%) Shares 39,608 (-21.7%)
Colorado Capital Management, Inc.
Value ($000) $0 (-53.5%) Shares 5,239 (-54.0%)
MORGAN STANLEY
Value ($000) $15,707 (-25.3%) Shares 244,927 (-26.1%)
Sandbox Financial Partners, LLC
Value ($000) $416 (-3.7%) Shares 6,481 (-4.7%)
LPL Financial LLC
Value ($000) $201 (-39.8%) Shares 3,136 (-40.4%)
HARBOUR INVESTMENTS, INC.
Value ($000) $38 (-29.0%) Shares 592 (-29.8%)
BSW Wealth Partners
Value ($000) $300 (-0.5%) Shares 4,678 (-1.5%)
Heritage Wealth Advisors
Value ($000) $17 (-10.8%) Shares 264 (-11.7%)

Exited Positions (4)

RMG Wealth Management LLC
Value ($000) $190 Shares 2,969
GPS Wealth Strategies Group, LLC
Value ($000) $124 Shares 1,953
PRINCIPAL SECURITIES, INC.
Value ($000) $26 Shares 407
Ameritas Advisory Services, LLC
Value ($000) $4 Shares 56