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Nuveen ESG US Aggregate Bond ETF
NUBD

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Morgan Stanley
1
Morgan Stanley
New York
USD 45.9 M +USD 2.27 M +102,471 +5%
Bank of New York Mellon
2
Bank of New York Mellon
New York
USD 38.2 M +USD 1.82 M +82,298 +5%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
USD 36.8 M +USD 2.68 M +121,176 +8%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
USD 20.9 M +USD 959 k +43,341 +5%
WWA
5
WCG Wealth Advisors
Nevada
USD 11.9 M -USD 4.91 M -221,696 -29%
LPL Financial
6
LPL Financial
California
USD 11.5 M +USD 495 k +22,353 +4%
CGN Advisors
7
CGN Advisors
Kansas
USD 10 M +USD 642 k +28,993 +7%
Miracle Mile Advisors
8
Miracle Mile Advisors
California
USD 9.43 M +USD 549 k +24,796 +6%
WA
9
Westfuller Advisors
New York
USD 6.93 M -USD 86.5 k -3,909 -1%
Focus Partners Wealth
10
Focus Partners Wealth
Massachusetts
USD 6.87 M -USD 130 k -5,858 -2%
Koss-Olinger Consulting
11
Koss-Olinger Consulting
Florida
USD 6.69 M +USD 440 k +19,859 +7%
Bank of America
12
Bank of America
North Carolina
USD 5.78 M -USD 36.2 k -1,634 -0.6%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
USD 5.24 M +USD 5.24 M +236,677 Nuevas
JP Morgan Chase
14
JP Morgan Chase
New York
USD 4.54 M +USD 3.81 M +172,216 +540%
Perigon Wealth Management
15
Perigon Wealth Management
California
USD 4.09 M -USD 423 k -19,111 -9%
AssetMark Inc
16
AssetMark Inc
California
USD 3.98 M -USD 366 k -16,556 -8%
CCM
17
Colorado Capital Management
Colorado
USD 3.58 M +USD 11.9 k +537 +0.3%
Boston Standard Wealth Management
18
Boston Standard Wealth Management
Massachusetts
USD 3.3 M +USD 350 k +15,805 +12%
XY Planning Network
19
XY Planning Network
Montana
USD 3.17 M +USD 3.17 M +143,312 Nuevas
Vestmark Advisory Solutions
20
Vestmark Advisory Solutions
Massachusetts
USD 3.17 M -USD 619 k -27,961 -16%
Park Avenue Securities
21
Park Avenue Securities
New York
USD 2.98 M +USD 173 k +7,812 +6%
Beacon Pointe Advisors
22
Beacon Pointe Advisors
California
USD 2.81 M +USD 342 k +15,439 +14%
EA
23
Evolution Advisers
Virginia
USD 2.79 M -USD 28.4 k -1,282 -1%
RCS
24
Retirement Capital Strategies
California
USD 2.77 M +USD 3.01 k +136 +0.1%
Wells Fargo
25
Wells Fargo
California
USD 2.55 M -USD 247 k -11,147 -9%
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