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Nuveen ESG US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFG
26
Lockerman Financial Group
California
$1.34M -$83.6K -3,846 -6%
US Bancorp
27
US Bancorp
Minnesota
$1.21M +$1.1M +50,734 +1,056%
APP
28
Avantax Planning Partners
Iowa
$1.17M +$329K +15,123 +39%
AF
29
Advisornet Financial
Minnesota
$1.16M -$113K -5,216 -9%
WCFA
30
Walkner Condon Financial Advisors
Wisconsin
$1.03M -$370K -17,004 -26%
PA
31
Procyon Advisors
Connecticut
$1.03M +$250K +11,493 +32%
GWM
32
Gitterman Wealth Management
New Jersey
$1.02M -$90.3K -4,154 -8%
Natixis Advisors
33
Natixis Advisors
Massachusetts
$1.02M -$90.3K -4,155 -8%
Wealthfront Advisers
34
Wealthfront Advisers
California
$983K -$48.9K -2,251 -5%
EA
35
Evolution Advisers
Virginia
$910K +$97.7K +4,493 +12%
LGWM
36
Litman Gregory Wealth Management
California
$801K -$414K -19,064 -34%
SOAG
37
Silver Oak Advisory Group
Oregon
$783K +$275K +12,669 +54%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$757K -$69.6K -3,203 -8%
RJA
39
Raymond James & Associates
Florida
$747K +$46.3K +2,131 +7%
SFP
40
Sandbox Financial Partners
Maryland
$732K -$287K -13,185 -28%
Legacy Financial Group (Iowa)
41
Legacy Financial Group (Iowa)
Iowa
$702K +$284K +13,057 +68%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$658K +$204K +9,380 +45%
MWM
43
Mission Wealth Management
California
$644K +$3.37K +155 +0.5%
OIA
44
OneDigital Investment Advisors
Kansas
$477K +$476K +21,897 New
KLI
45
Kelman-Lazarov Inc
Tennessee
$386K -$201K -9,258 -34%
VAFP
46
Vahanian & Associates Financial Planning
New York
$360K +$1.24K +57 +0.3%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$349K
DADC
48
D.A. Davidson & Co
Montana
$349K -$8.74K -402 -2%
CF
49
Cantor Fitzgerald
New York
$348K -$978 -45 -0.3%
MML Investors Services
50
MML Investors Services
Massachusetts
$344K -$37.4K -1,719 -10%