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Nuveen ESG US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
51
Canal Capital Management
Virginia
$315K
AWA
52
Aaron Wealth Advisors
Illinois
$305K +$306K +11,888 New
Wealthfront Advisers
53
Wealthfront Advisers
California
$303K +$305K +11,823 New
WFA
54
Wipfli Financial Advisors
Wisconsin
$237K -$185K -7,196 -44%
SG
55
Stonnington Group
California
$236K
APA
56
American Portfolios Advisors
New York
$235K +$13.1K +509 +6%
KAS
57
Kestra Advisory Services
Texas
$235K -$57.5K -2,232 -20%
RJA
58
Raymond James & Associates
Florida
$225K
IWC
59
Integrated Wealth Concepts
Massachusetts
$204K +$206 +8 +0.1%
FIA
60
Foundations Investment Advisors
Arizona
$204K +$208K +8,052 New
PFGIA
61
Patriot Financial Group Insurance Agency
Massachusetts
$130K
US Bancorp
62
US Bancorp
Minnesota
$123K +$57.7K +2,238 +87%
BAM
63
Baldrige Asset Management
Pennsylvania
$85K
CFD
64
Creative Financial Designs
Indiana
$57K -$387 -15 -0.7%
AWM
65
Avondale Wealth Management
Texas
$51K
EWA
66
EverSource Wealth Advisors
Alabama
$51K +$51.2K +1,985 New
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$47K +$7.73K +300 +19%
PO
68
Private Ocean
California
$38K
BWP
69
Baldwin Wealth Partners
Massachusetts
$33K
Franklin Resources
70
Franklin Resources
California
$30K +$30.4K +1,180 New
IA
71
IFP Advisors
Florida
$26K
IWP
72
IAG Wealth Partners
Wisconsin
$24K
PG
73
Proffitt & Goodson
Tennessee
$10K +$1.03K +40 +12%
SFM
74
Signet Financial Management
New Jersey
$10K +$10.3K +400 New
NWM
75
Navigation Wealth Management
Colorado
$7K