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Nuveen ESG US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
51
Wealth Enhancement Advisory Services
Minnesota
$837K -$61.3K -2,775 -7%
Legacy Financial Group (Iowa)
52
Legacy Financial Group (Iowa)
Iowa
$788K -$32.1K -1,451 -4%
DE
53
Diversified Enterprises
Delaware
$732K -$88.1K -3,987 -11%
OIA
54
OneDigital Investment Advisors
Kansas
$710K +$88K +3,982 +14%
JP Morgan Chase
55
JP Morgan Chase
New York
$698K -$136K -6,165 -16%
APP
56
Avantax Planning Partners
Iowa
$695K +$16.1K +730 +2%
GWM
57
Gitterman Wealth Management
New Jersey
$663K +$2.43K +110 +0.4%
Natixis Advisors
58
Natixis Advisors
Massachusetts
$663K +$2.43K +110 +0.4%
KLI
59
Kelman-Lazarov Inc
Tennessee
$653K +$2.27K +103 +0.3%
LAMNM
60
Longview Asset Management (New Mexico)
New Mexico
$603K +$611K +27,663 New
BCG
61
BayBridge Capital Group
California
$582K +$9.32K +422 +2%
NI
62
Natural Investments
California
$560K +$569K +25,741 New
Osaic Holdings
63
Osaic Holdings
Arizona
$538K -$249K -11,268 -31%
Creative Planning
64
Creative Planning
Kansas
$511K -$460K -20,804 -47%
DADC
65
D.A. Davidson & Co
Montana
$511K +$10.7K +483 +2%
CNBOF
66
City National Bank of Florida
Florida
$493K +$500K +22,644 New
SW
67
Simplicity Wealth
New Jersey
$493K +$500K +22,644 New
KMWM
68
Keudell/Morrison Wealth Management
Oregon
$480K -$282K -12,785 -37%
LGWM
69
Litman Gregory Wealth Management
California
$459K -$61.5K -2,784 -12%
RCS
70
Retirement Capital Strategies
California
$429K -$1.92M -86,713 -82%
LA
71
LexAurum Advisors
Kansas
$422K +$2.03K +92 +0.5%
WAP
72
Wealthcare Advisory Partners
Pennsylvania
$421K +$50.9K +2,305 +14%
SFP
73
Sandbox Financial Partners
Maryland
$416K +$4.09K +185 +1%
LWA
74
Lifelong Wealth Advisors
Minnesota
$410K +$415K +18,807 New
IWM
75
IHT Wealth Management
Illinois
$402K -$390K -17,660 -49%