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Nuveen ESG US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
51
Walkner Condon Financial Advisors
Wisconsin
$758K -$141K -6,600 -16%
Wealthfront Advisers
52
Wealthfront Advisers
California
$739K +$49.7K +2,329 +8%
KLI
53
Kelman-Lazarov Inc
Tennessee
$656K +$163K +7,658 +35%
AF
54
Allworth Financial
California
$579K +$502K +23,527 +940%
SI
55
Seeds Investor
New York
$549K +$526K +24,655 New
BCG
56
BayBridge Capital Group
California
$510K +$490K +22,957 New
SFP
57
Sandbox Financial Partners
Maryland
$463K -$116K -5,412 -21%
FPF
58
First Pacific Financial
Washington
$446K +$428K +20,038 +500,950%
WAP
59
Wealthcare Advisory Partners
Pennsylvania
$442K -$37.2K -1,741 -8%
LA
60
LexAurum Advisors
Kansas
$439K +$15.9K +745 +4%
HI
61
Harbour Investments
Wisconsin
$404K +$297K +13,912 +329%
DADC
62
D.A. Davidson & Co
Montana
$376K
BMC
63
Bear Mountain Capital
Washington
$368K +$356K +16,691 New
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$349K
CTWM
65
Cherry Tree Wealth Management
Minnesota
$334K -$70.8K -3,316 -18%
SWP
66
Stratos Wealth Partners
Ohio
$294K +$38.6K +1,810 +16%
MML Investors Services
67
MML Investors Services
Massachusetts
$286K -$8.41K -394 -3%
OIA
68
OneDigital Investment Advisors
Kansas
$283K +$272K +12,733 New
RJFSA
69
Raymond James Financial Services Advisors
Florida
$260K -$206K -9,639 -45%
WAM
70
WNY Asset Management
New York
$253K +$4.87K +228 +2%
CCM
71
Canal Capital Management
Virginia
$253K
SHGA
72
Sand Hill Global Advisors
California
$245K -$6.53K -306 -3%
OMC
73
Old Mission Capital
Illinois
$244K -$18.8K -880 -7%
AWA
74
Aaron Wealth Advisors
Illinois
$229K +$219K +10,282 New
SCM
75
Stordahl Capital Management
Colorado
$228K