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Nuveen ESG US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
26
D.A. Davidson & Co
Montana
$699K +$712K +27,082 New
OPS
27
Orion Portfolio Solutions
Nebraska
$675K +$134K +5,101 +24%
AF
28
Advisornet Financial
Minnesota
$599K +$34.4K +1,309 +6%
Morgan Stanley
29
Morgan Stanley
New York
$576K +$581K +22,081 +10,270%
KLI
30
Kelman-Lazarov Inc
Tennessee
$520K +$529K +20,122 New
HI
31
Harbour Investments
Wisconsin
$516K +$525K +19,968 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$480K +$68.4K +2,602 +16%
AssetMark Inc
33
AssetMark Inc
California
$478K +$74.7K +2,842 +18%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$463K +$472K +17,948 New
HighTower Advisors
35
HighTower Advisors
Illinois
$461K +$25.9K +986 +6%
SWP
36
Stratos Wealth Partners
Ohio
$452K -$44.9K -1,707 -9%
HGWM
37
Harvest Group Wealth Management
Massachusetts
$446K +$216K +8,220 +92%
WFA
38
Wipfli Financial Advisors
Wisconsin
$424K +$432K +16,426 New
IWC
39
Integrated Wealth Concepts
Massachusetts
$386K +$68K +2,586 +21%
KOC
40
Koss-Olinger Consulting
Florida
$376K +$383K +14,553 New
MML Investors Services
41
MML Investors Services
Massachusetts
$347K -$214K -8,122 -38%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$318K +$324K +12,321 New
CCM
43
Canal Capital Management
Virginia
$279K +$284K +10,812 New
PAG
44
Pinnacle Advisory Group
Maryland
$266K +$68.8K +2,617 +34%
SG
45
Stonnington Group
California
$258K +$263K +10,000 New
CFIA
46
Cantor Fitzgerald Investment Advisors
New York
$237K
RJA
47
Raymond James & Associates
Florida
$213K -$46.2K -1,756 -18%
APA
48
American Portfolios Advisors
New York
$202K +$205K +7,807 New
WP
49
WealthShield Partners
North Carolina
$128K +$131K +4,976 New
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$109K