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Nuveen ESG US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
51
Jane Street
New York
$746K +$162K +7,193 +27%
OIA
52
OneDigital Investment Advisors
Kansas
$709K +$5.3K +236 +0.7%
BCG
53
BayBridge Capital Group
California
$693K +$8.34K +371 +1%
JP Morgan Chase
54
JP Morgan Chase
New York
$689K -$60K -2,669 -8%
KLI
55
Kelman-Lazarov Inc
Tennessee
$680K +$12.8K +570 +2%
TFP
56
Townsend Financial Planning
Kentucky
$658K +$662K +29,439 New
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$611K -$91.8K -4,083 -13%
MML Investors Services
58
MML Investors Services
Massachusetts
$599K +$602K +26,782 New
NA
59
NewEdge Advisors
Louisiana
$593K +$596K +26,529 New
WAP
60
Wealthcare Advisory Partners
Pennsylvania
$551K -$697 -31 -0.1%
MWM
61
Mission Wealth Management
California
$548K +$112K +4,978 +25%
LFG
62
Lockerman Financial Group
California
$547K +$1.77K +79 +0.3%
Legacy Financial Group (Iowa)
63
Legacy Financial Group (Iowa)
Iowa
$538K -$90.1K -4,010 -14%
Stifel Financial
64
Stifel Financial
Missouri
$517K +$55K +2,446 +12%
Raymond James Financial
65
Raymond James Financial
Florida
$509K +$33.6K +1,496 +7%
GKWIM
66
Gerber Kawasaki Wealth & Investment Management
California
$497K +$112K +4,973 +29%
APP
67
Avantax Planning Partners
Iowa
$476K -$1.57K -70 -0.3%
WCFA
68
Walkner Condon Financial Advisors
Wisconsin
$468K
SVWAG
69
Sound View Wealth Advisors Group
Georgia
$456K
EPW
70
Evolve Private Wealth
California
$440K +$442K +19,670 New
LWA
71
Lifelong Wealth Advisors
Minnesota
$427K
NI
72
Natural Investments
California
$355K +$357K +15,907 New
PA
73
Parallel Advisors
California
$332K
JWM
74
JGP Wealth Management
Oregon
$331K +$333K +14,798 New
DWA
75
Davis Wealth Advisors
New Hampshire
$322K +$324K +14,405 New