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Nuveen ESG US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWP
76
IAG Wealth Partners
Wisconsin
$65.2K +$9.9K +447 +18%
EverSource Wealth Advisors
77
EverSource Wealth Advisors
Alabama
$37.2K – – –
IFP Advisors
78
IFP Advisors
Florida
$35.9K -$554 -25 -2%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$26K +$25.5K +1,151 New
Ameritas Advisory Services
80
Ameritas Advisory Services
Nebraska
$25.6K +$25.4K +1,148 New
BWP
81
Baldwin Wealth Partners
Massachusetts
$20.1K – – –
CFD
82
Creative Financial Designs
Indiana
$18.3K +$509 +23 +3%
Harbour Investments
83
Harbour Investments
Wisconsin
$16.7K +$15.4K +697 +1,394%
Advisory Services Network
84
Advisory Services Network
Georgia
$14.7K -$3.52K -159 -19%
Franklin Resources
85
Franklin Resources
California
$13.4K +$111 +5 +0.8%
C
86
Covestor
United Kingdom
$11K +$10.6K +479 +2,395%
PG
87
Proffitt & Goodson
Tennessee
$8.45K – – –
Smithfield Trust
88
Smithfield Trust
Pennsylvania
$3K – – –
HGWM
89
Harvest Group Wealth Management
Massachusetts
$1.56K – – –
EI
90
Ellevest Inc
New York
$1.11K +$1.11K +50 New
Wells Fargo
91
Wells Fargo
California
$1 -$22 -1 Closed
LGWM
92
Litman Gregory Wealth Management
California
– -$801K -36,792 Closed
AF
93
Affiance Financial
Minnesota
– -$36.2K -1,662 Closed
Baker Avenue Asset Management
94
Baker Avenue Asset Management
California
– -$17.5K -804 Closed
RIA
95
Realta Investment Advisors
Delaware
– -$4.03K -185 Closed