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Nuveen ESG US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
51
WNY Asset Management
New York
$745K +$6.66K +301 +0.9%
AF
52
Allworth Financial
California
$727K -$35.1K -1,588 -5%
Goldman Sachs
53
Goldman Sachs
New York
$723K -$702K -31,695 -49%
WAP
54
Wealthcare Advisory Partners
Pennsylvania
$719K +$183K +8,260 +34%
MWM
55
Mission Wealth Management
California
$710K +$128K +5,780 +22%
KLI
56
Kelman-Lazarov Inc
Tennessee
$707K +$16.8K +758 +2%
IAN
57
Integrated Advisors Network
Texas
$669K -$31.2K -1,410 -4%
TFP
58
Townsend Financial Planning
Kentucky
$647K -$6.22K -281 -1%
SAG
59
SageView Advisory Group
California
$584K -$210K -9,478 -26%
Stifel Financial
60
Stifel Financial
Missouri
$563K +$11.7K +527 +2%
GKWIM
61
Gerber Kawasaki Wealth & Investment Management
California
$535K +$36.3K +1,642 +7%
Raymond James Financial
62
Raymond James Financial
Florida
$534K -$51.7K -2,335 -9%
Commonwealth Equity Services
63
Commonwealth Equity Services
Massachusetts
$508K -$92.1K -4,161 -15%
WCFA
64
Walkner Condon Financial Advisors
Wisconsin
$477K +$11.2K +504 +2%
EPW
65
Evolve Private Wealth
California
$463K +$36.1K +1,633 +8%
APP
66
Avantax Planning Partners
Iowa
$441K +$12K +541 +3%
CCM
67
Canal Capital Management
Virginia
$441K +$131K +5,926 +42%
SVWAG
68
Sound View Wealth Advisors Group
Georgia
$437K -$14.4K -651 -3%
BCI
69
Brinker Capital Investments
Pennsylvania
$434K +$48.5K +2,190 +13%
SA
70
Sanctuary Advisors
Indiana
$430K +$125K +5,667 +41%
EWA
71
Etesian Wealth Advisors
Oregon
$411K +$23.9K +1,081 +6%
JWM
72
JGP Wealth Management
Oregon
$389K +$53.9K +2,435 +16%
LWA
73
Lifelong Wealth Advisors
Minnesota
$386K -$18.6K -842 -5%
NI
74
Natural Investments
California
$338K
SIA
75
SGL Investment Advisors
Montana
$332K +$14.4K +649 +4%