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Nuveen ESG US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
51
WealthShield Partners
North Carolina
$130K – – –
PWM
52
Prentice Wealth Management
New York
$100K -$4.51K -174 -4%
BAM
53
Baldrige Asset Management
Pennsylvania
$87K +$86.2K +3,325 New
BWP
54
Baldwin Wealth Partners
Massachusetts
$86K – – –
Global Retirement Partners
55
Global Retirement Partners
California
$60K +$7.57K +292 +15%
AWM
56
Avondale Wealth Management
Texas
$52K – – –
CFD
57
Creative Financial Designs
Indiana
$50K +$2.85K +110 +6%
US Bancorp
58
US Bancorp
Minnesota
$47K +$6.2K +239 +15%
PO
59
Private Ocean
California
$38K – – –
IFP Advisors
60
IFP Advisors
Florida
$27K – – –
IWP
61
IAG Wealth Partners
Wisconsin
$24K +$3.99K +154 +20%
FPW
62
Flagship Private Wealth
Massachusetts
$22.1K +$78 +3 +0.4%
PG
63
Proffitt & Goodson
Tennessee
$9K – – –
NWM
64
Navigation Wealth Management
Colorado
$8K +$7.47K +288 +3,600%
Smithfield Trust
65
Smithfield Trust
Pennsylvania
$4K +$3.58K +138 New
Fidelity Investments
66
Fidelity Investments
Massachusetts
$3K +$2.67K +103 New
WIM
67
Westside Investment Management
California
$18 – – –
Citadel Advisors
68
Citadel Advisors
Florida
– -$3.34M -129,335 Closed
Integrated Wealth Concepts
69
Integrated Wealth Concepts
Massachusetts
– -$386K -14,935 Closed
AIC
70
Ameritas Investment Company
Nebraska
– -$28.8K -1,116 Closed
WCM
71
Wealthcare Capital Management
Virginia
– -$20K -772 Closed
Citigroup
72
Citigroup
New York
– -$12K -476 Closed
WAP
73
Wealthcare Advisory Partners
Pennsylvania
– -$8K -319 Closed
Geneos Wealth Management
74
Geneos Wealth Management
Colorado
– -$1K -71 Closed
Sowell Financial Services
75
Sowell Financial Services
Arkansas
– -$1K -41 Closed