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Nuveen ESG US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$1.74M +$1.78M +82,492 New
Mariner
27
Mariner
Kansas
$1.67M +$555K +25,694 +48%
BSWM
28
Boston Standard Wealth Management
Massachusetts
$1.59M +$17.2K +795 +1%
CI
29
CX Institutional
Indiana
$1.4M -$521K -24,129 -27%
APP
30
Avantax Planning Partners
Iowa
$1.33M -$160K -7,395 -10%
GWM
31
Gitterman Wealth Management
New Jersey
$1.24M +$43.7K +2,024 +4%
Natixis Advisors
32
Natixis Advisors
Massachusetts
$1.24M +$43.7K +2,024 +4%
Citadel Advisors
33
Citadel Advisors
Florida
$1.13M +$1.15M +53,390 New
LFG
34
Lockerman Financial Group
California
$1.12M -$10.6K -492 -0.9%
PA
35
Procyon Advisors
Connecticut
$1.1M +$10.2K +473 +0.9%
CF
36
Cantor Fitzgerald
New York
$1.08M -$308K -14,247 -22%
CA
37
CGN Advisors
Kansas
$1,000K +$792K +36,664 +342%
US Bancorp
38
US Bancorp
Minnesota
$988K +$1.01K +47 +0.1%
AF
39
Advisornet Financial
Minnesota
$984K
EA
40
Evolution Advisers
Virginia
$955K +$25.6K +1,185 +3%
KMWM
41
Keudell/Morrison Wealth Management
Oregon
$911K +$116K +5,375 +14%
WCFA
42
Walkner Condon Financial Advisors
Wisconsin
$858K -$59.5K -2,754 -6%
CHP
43
Cable Hill Partners
Oregon
$843K +$863K +39,975 New
LGWM
44
Litman Gregory Wealth Management
California
$781K +$1.34K +62 +0.2%
GWM
45
Grand Wealth Management
Michigan
$773K -$1.32K -61 -0.2%
RJA
46
Raymond James & Associates
Florida
$759K
Legacy Financial Group (Iowa)
47
Legacy Financial Group (Iowa)
Iowa
$745K +$44.3K +2,053 +6%
MWM
48
Mission Wealth Management
California
$740K +$87.6K +4,059 +13%
NYLIM
49
New York Life Investment Management
New York
$703K -$21.5K -998 -3%
Wealthfront Advisers
50
Wealthfront Advisers
California
$652K -$269K -12,445 -29%