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Nuveen ESG US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$439K +$10K +369 +2%
AssetMark Inc
27
AssetMark Inc
California
$422K -$96.2K -3,546 -18%
HighTower Advisors
28
HighTower Advisors
Illinois
$413K +$59.8K +2,205 +17%
AGA
29
Arkos Global Advisors
Texas
$352K -$56K -2,064 -14%
Vanguard Personalized Indexing Management
30
Vanguard Personalized Indexing Management
California
$285K +$287K +10,570 New
IWC
31
Integrated Wealth Concepts
Massachusetts
$243K -$95.9K -3,535 -28%
CFIA
32
Cantor Fitzgerald Investment Advisors
New York
$239K
RJA
33
Raymond James & Associates
Florida
$233K
HGWM
34
Harvest Group Wealth Management
Massachusetts
$231K +$204K +7,515 +707%
BWM
35
BerganKDV Wealth Management
Minnesota
$153K +$154K +5,668 New
WP
36
WealthShield Partners
North Carolina
$134K
PFGIA
37
Patriot Financial Group Insurance Agency
Massachusetts
$112K +$27 +1 +0%
BWP
38
Baldwin Wealth Partners
Massachusetts
$89K
PO
39
Private Ocean
California
$40K
IWP
40
IAG Wealth Partners
Wisconsin
$21K -$2.01K -74 -9%
FHA
41
Flagship Harbor Advisors
Massachusetts
$21K
Citigroup
42
Citigroup
New York
$13K
LFG
43
LifePlan Financial Group
Ohio
$12K
SFS
44
Sowell Financial Services
Arkansas
$11K -$22.4K -824 -68%
GRP
45
Global Retirement Partners
California
$10K +$3.42K +126 +54%
PG
46
Proffitt & Goodson
Tennessee
$8K
Creative Planning
47
Creative Planning
Kansas
-$2.34M -86,385 Closed
Citadel Advisors
48
Citadel Advisors
Florida
-$1.05M -38,755 Closed
GI
49
Gradient Investments
Minnesota
-$575K -21,262 Closed
CCM
50
Canal Capital Management
Virginia
-$228K -8,420 Closed