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Nuveen ESG US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CF
26
Cantor Fitzgerald
New York
$1.45M +$1.09M +49,050 +307%
LFG
27
Lockerman Financial Group
California
$1.34M -$33.7K -1,524 -2%
APP
28
Avantax Planning Partners
Iowa
$1.34M +$138K +6,239 +12%
UBS Group
29
UBS Group
Switzerland
$1.23M -$5.73M -258,725 -83%
WCFA
30
Walkner Condon Financial Advisors
Wisconsin
$1.22M +$162K +7,314 +15%
GWM
31
Gitterman Wealth Management
New Jersey
$1.18M +$138K +6,227 +13%
Natixis Advisors
32
Natixis Advisors
Massachusetts
$1.18M +$138K +6,227 +13%
Wealthfront Advisers
33
Wealthfront Advisers
California
$1.11M +$104K +4,691 +10%
PA
34
Procyon Advisors
Connecticut
$1.06M +$8.02K +362 +0.8%
US Bancorp
35
US Bancorp
Minnesota
$1.05M -$194K -8,776 -16%
AF
36
Advisornet Financial
Minnesota
$1.04M -$144K -6,503 -12%
Citadel Advisors
37
Citadel Advisors
Florida
$1.04M +$1.03M +46,551 New
EA
38
Evolution Advisers
Virginia
$946K +$12K +542 +1%
PAG
39
Private Advisor Group
New Jersey
$940K +$61K +2,753 +7%
RJA
40
Raymond James & Associates
Florida
$899K +$131K +5,905 +17%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$885K +$207K +9,359 +31%
SOAG
42
Silver Oak Advisory Group
Oregon
$821K +$16.9K +765 +2%
KMWM
43
Keudell/Morrison Wealth Management
Oregon
$821K +$813K +36,720 New
GWM
44
Grand Wealth Management
Michigan
$820K +$813K +36,700 New
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$811K +$34K +1,536 +4%
Legacy Financial Group (Iowa)
46
Legacy Financial Group (Iowa)
Iowa
$720K -$642 -29 -0.1%
MWM
47
Mission Wealth Management
California
$686K +$24.3K +1,098 +4%
SFP
48
Sandbox Financial Partners
Maryland
$642K -$108K -4,884 -15%
OIA
49
OneDigital Investment Advisors
Kansas
$488K -$1.48K -67 -0.3%
KLI
50
Kelman-Lazarov Inc
Tennessee
$420K +$23.9K +1,079 +6%