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Nuveen ESG US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
51
Prentice Wealth Management
New York
$103K +$105K +4,000 New
BWP
52
Baldwin Wealth Partners
Massachusetts
$85K – – –
Global Retirement Partners
53
Global Retirement Partners
California
$52K +$43.2K +1,642 +459%
AWM
54
Avondale Wealth Management
Texas
$52K +$52.6K +2,000 New
CFD
55
Creative Financial Designs
Indiana
$47K +$47.9K +1,821 New
US Bancorp
56
US Bancorp
Minnesota
$41K – – –
PO
57
Private Ocean
California
$38K – – –
AIC
58
Ameritas Investment Company
Nebraska
$28.8K +$29.3K +1,116 New
IFP Advisors
59
IFP Advisors
Florida
$27K +$27.1K +1,031 New
FPW
60
Flagship Private Wealth
Massachusetts
$21.7K +$53 +2 +0.2%
IWP
61
IAG Wealth Partners
Wisconsin
$20K – – –
WCM
62
Wealthcare Capital Management
Virginia
$20K +$20.3K +772 New
Citigroup
63
Citigroup
New York
$12K – – –
PG
64
Proffitt & Goodson
Tennessee
$9K +$789 +30 +10%
WAP
65
Wealthcare Advisory Partners
Pennsylvania
$8K +$8.39K +319 New
Geneos Wealth Management
66
Geneos Wealth Management
Colorado
$1K -$94.4K -3,592 -98%
Sowell Financial Services
67
Sowell Financial Services
Arkansas
$1K – – –
WIM
68
Westside Investment Management
California
$18 – – –
Flow Traders U.S.
69
Flow Traders U.S.
New York
– -$1.54M -57,323 Closed
Perigon Wealth Management
70
Perigon Wealth Management
California
– -$43K -1,600 Closed
NWM
71
Navigation Wealth Management
Colorado
– +$210 +8 New