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Nuveen ESG US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
26
Stratos Wealth Partners
Ohio
$389K +$12.1K +464 +3%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$389K +$143K +5,487 +60%
HighTower Advisors
28
HighTower Advisors
Illinois
$341K +$47K +1,807 +16%
AssetMark Inc
29
AssetMark Inc
California
$284K +$83.2K +3,198 +43%
CCM
30
Canal Capital Management
Virginia
$267K -$44.8K -1,721 -15%
RJA
31
Raymond James & Associates
Florida
$230K +$15K +578 +7%
CFIA
32
Cantor Fitzgerald Investment Advisors
New York
$201K -$7.52K -289 -4%
CI
33
CX Institutional
Indiana
$197K +$119K +4,594 +162%
WP
34
WealthShield Partners
North Carolina
$132K
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$110K -$36.3K -1,394 -25%
OPS
36
Orion Portfolio Solutions
Nebraska
$89K +$87.3K +3,356 New
BWP
37
Baldwin Wealth Partners
Massachusetts
$87K
US Bancorp
38
US Bancorp
Minnesota
$86K +$84.2K +3,238 New
PA
39
Procyon Advisors
Connecticut
$66K +$64.6K +2,485 New
MWM
40
MBE Wealth Management
Wisconsin
$46K +$46K +1,768 New
SFS
41
Sowell Financial Services
Arkansas
$45K -$36.8K -1,414 -45%
IWP
42
IAG Wealth Partners
Wisconsin
$39K -$21.5K -826 -36%
PO
43
Private Ocean
California
$38K +$38.2K +1,470 New
HGWM
44
Harvest Group Wealth Management
Massachusetts
$31K +$30.5K +1,174 New
FHA
45
Flagship Harbor Advisors
Massachusetts
$21K
FANJ
46
Financial Architects (New Jersey)
New Jersey
$16K
Citigroup
47
Citigroup
New York
$13K
LFG
48
LifePlan Financial Group
Ohio
$12K -$4.79K -184 -29%
SF
49
Synovus Financial
Georgia
$12K +$5.33K +205 +75%
PG
50
Proffitt & Goodson
Tennessee
$8K