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Nuveen ESG US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CI
26
CX Institutional
Indiana
$1.12M -$153K -6,612 -12%
APP
27
Avantax Planning Partners
Iowa
$1.1M -$306K -13,230 -21%
SFP
28
Sandbox Financial Partners
Maryland
$926K +$4.32K +187 +0.5%
RCS
29
Retirement Capital Strategies
California
$926K +$936K +40,465 New
PA
30
Procyon Advisors
Connecticut
$850K -$32.9K -1,421 -4%
EA
31
Evolution Advisers
Virginia
$841K -$724K -31,303 -46%
SOAG
32
Silver Oak Advisory Group
Oregon
$822K +$341K +14,751 +70%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$773K +$141K +6,079 +22%
AF
34
Advisornet Financial
Minnesota
$761K -$34.8K -1,507 -4%
Wealthfront Advisers
35
Wealthfront Advisers
California
$720K +$78.1K +3,376 +12%
RJA
36
Raymond James & Associates
Florida
$693K +$46.6K +2,015 +7%
MWM
37
Mission Wealth Management
California
$686K +$4.97K +215 +0.7%
GWM
38
Gitterman Wealth Management
New Jersey
$641K +$4.28K +185 +0.7%
Natixis Advisors
39
Natixis Advisors
Massachusetts
$641K +$4.28K +185 +0.7%
KLI
40
Kelman-Lazarov Inc
Tennessee
$620K -$450K -19,462 -42%
AssetMark Inc
41
AssetMark Inc
California
$569K +$203K +8,781 +55%
HighTower Advisors
42
HighTower Advisors
Illinois
$540K -$301 -13 -0.1%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$477K -$57.5K -2,488 -11%
SWP
44
Stratos Wealth Partners
Ohio
$443K +$42.7K +1,845 +11%
BC
45
Brio Consultants
California
$436K +$439K +18,968 New
HI
46
Harbour Investments
Wisconsin
$419K +$424K +18,325 New
VAFP
47
Vahanian & Associates Financial Planning
New York
$413K -$9.06K -392 -2%
MML Investors Services
48
MML Investors Services
Massachusetts
$411K -$62K -2,683 -13%
CP
49
Castleview Partners
Texas
$411K -$588K -25,414 -98%
DADC
50
D.A. Davidson & Co
Montana
$375K -$305K -13,202 -45%