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Nuveen ESG US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
51
Stratos Wealth Partners
Ohio
$326K -$95.1K -4,375 -23%
BFP
52
Beacon Financial Planning
Massachusetts
$307K +$306K +14,095 New
LA
53
LexAurum Advisors
Kansas
$298K +$21.4K +984 +8%
AF
54
Allworth Financial
California
$264K +$185K +8,509 +234%
CA
55
Continuum Advisory
Idaho
$244K +$244K +11,226 New
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$228K +$391 +18 +0.2%
OPS
57
Orion Portfolio Solutions
Nebraska
$221K +$221K +10,168 New
CA
58
CGN Advisors
Kansas
$219K +$2.89K +133 +1%
AWA
59
Aaron Wealth Advisors
Illinois
$215K -$19.6K -900 -8%
SG
60
Stonnington Group
California
$206K +$202K +9,300 New
AIP
61
Ameritas Investment Partners
Nebraska
$205K +$205K +9,430 New
CWM
62
Congress Wealth Management
Massachusetts
$202K
PTC
63
Private Trust Company
Ohio
$158K
GRP
64
Global Retirement Partners
California
$81.1K +$891 +41 +1%
BAM
65
Baldrige Asset Management
Pennsylvania
$66K
IWP
66
IAG Wealth Partners
Wisconsin
$53.8K -$15.5K -713 -22%
EWA
67
EverSource Wealth Advisors
Alabama
$36.3K -$121K -5,565 -77%
AF
68
Affiance Financial
Minnesota
$36.2K +$36.1K +1,662 New
IA
69
IFP Advisors
Florida
$36K
BWP
70
Baldwin Wealth Partners
Massachusetts
$19.6K
ASN
71
Advisory Services Network
Georgia
$17.8K +$17.8K +818 New
BAAM
72
Baker Avenue Asset Management
California
$17.5K +$17.5K +804 New
CFD
73
Creative Financial Designs
Indiana
$17.4K
Franklin Resources
74
Franklin Resources
California
$13K
PG
75
Proffitt & Goodson
Tennessee
$8.23K