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Nuveen ESG US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SG
51
Stonnington Group
California
$239K
RJA
52
Raymond James & Associates
Florida
$226K -$5.83K -223 -2%
APA
53
American Portfolios Advisors
New York
$224K +$1.07K +41 +0.5%
IWC
54
Integrated Wealth Concepts
Massachusetts
$206K +$208K +7,944 New
PFGIA
55
Patriot Financial Group Insurance Agency
Massachusetts
$131K -$8.66K -331 -6%
BAM
56
Baldrige Asset Management
Pennsylvania
$86K
US Bancorp
57
US Bancorp
Minnesota
$66K +$19.7K +754 +42%
GRP
58
Global Retirement Partners
California
$63K +$3.71K +142 +6%
CFD
59
Creative Financial Designs
Indiana
$58K +$7.95K +304 +16%
AWM
60
Avondale Wealth Management
Texas
$52K
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$40K +$40.6K +1,550 New
PO
62
Private Ocean
California
$38K
BWP
63
Baldwin Wealth Partners
Massachusetts
$34K -$52.3K -2,000 -61%
IA
64
IFP Advisors
Florida
$27K
IWP
65
IAG Wealth Partners
Wisconsin
$24K
HA
66
Herold Advisors
New York
$23K +$23.5K +900 New
PG
67
Proffitt & Goodson
Tennessee
$9K
NWM
68
Navigation Wealth Management
Colorado
$8K +$26 +1 +0.3%
ST
69
Smithfield Trust
Pennsylvania
$4K +$340 +13 +9%
WIM
70
Westside Investment Management
California
$15 -$3.14K -120 -17%
WCFA
71
Walkner Condon Financial Advisors
Wisconsin
-$2.25M -86,305 Closed
CA
72
CGN Advisors
Kansas
-$752K -28,833 Closed
OPS
73
Orion Portfolio Solutions
Nebraska
-$616K -23,620 Closed
WP
74
WealthShield Partners
North Carolina
-$130K -4,976 Closed
PWM
75
Prentice Wealth Management
New York
-$100K -3,826 Closed