We are live on ! Find out more
NUBD icon

Nuveen ESG US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
76
Aaron Wealth Advisors
Illinois
$270K – – –
Sanctuary Advisors
77
Sanctuary Advisors
Indiana
$256K +$253K +11,387 New
Avior Wealth Management
78
Avior Wealth Management
Nebraska
$248K +$2.33K +105 +1%
Creative Planning
79
Creative Planning
Kansas
$217K -$80.1K -3,600 -27%
TWM
80
TCFG Wealth Management
California
$217K – – –
Stratos Wealth Partners
81
Stratos Wealth Partners
Ohio
$216K – – –
Baird Financial Group
82
Baird Financial Group
Wisconsin
$216K – – –
IAN
83
Integrated Advisors Network
Texas
$213K -$123K -5,530 -37%
SCM
84
Stordahl Capital Management
Colorado
$209K -$13.9K -623 -6%
LAMNM
85
Longview Asset Management (New Mexico)
New Mexico
$208K -$132K -5,930 -39%
FNC
86
First National Corp
Massachusetts
$208K +$206K +9,274 New
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$202K +$30.3K +1,362 +18%
Harbour Investments
88
Harbour Investments
Wisconsin
$190K +$467 +21 +0.2%
Ameritas Investment Partners
89
Ameritas Investment Partners
Nebraska
$172K +$801 +36 +0.5%
RF
90
Rossby Financial
Florida
$169K +$8.67K +390 +5%
IWP
91
IAG Wealth Partners
Wisconsin
$113K – – –
MEG
92
Millstone Evans Group
Colorado
$98.6K – – –
PTC
93
Private Trust Company
Ohio
$92.3K +$43.3K +1,947 +90%
FGAM
94
Financial Gravity Asset Management
Texas
$82.5K +$81.7K +3,674 New
MAFA
95
MJT & Associates Financial Advisory
Minnesota
$70.5K -$4.07K -183 -6%
MWPCG
96
Measured Wealth Private Client Group
New Hampshire
$61.4K +$60.8K +2,736 New
QWM
97
Quaker Wealth Management
New Jersey
$60.6K +$44 +2 +0.1%
Fidelity Investments
98
Fidelity Investments
Massachusetts
$48.5K – – –
Atlantic Union Bankshares
99
Atlantic Union Bankshares
Virginia
$46.9K +$46.5K +2,090 New
T
100
Tidemark
California
$43.2K – – –