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Nuveen ESG Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
51
Sowell Financial Services
Arkansas
$430K +$68.3K +1,181 +20%
VC
52
Vicus Capital
Pennsylvania
$406K +$69.2K +1,197 +21%
APA
53
American Portfolios Advisors
New York
$390K -$217K -3,758 -36%
CAN
54
Cetera Advisor Networks
California
$387K +$6.3K +109 +2%
RA
55
RFG Advisory
Alabama
$379K +$98.8K +1,708 +35%
RZH
56
Relyea Zuckerberg Hanson
Connecticut
$363K
LWP
57
Laurel Wealth Planning
Minnesota
$310K +$155K +2,674 +100%
AAS
58
Avantax Advisory Services
Texas
$299K +$299K +5,163 New
PFGIA
59
Patriot Financial Group Insurance Agency
Massachusetts
$297K -$25.3K -437 -8%
KLI
60
Kelman-Lazarov Inc
Tennessee
$297K +$72.9K +1,261 +33%
D
61
Diversified
Delaware
$242K +$6.36K +110 +3%
EWM
62
Empirical Wealth Management
Washington
$234K +$234K +4,042 New
WFA
63
Wipfli Financial Advisors
Wisconsin
$230K -$170K -2,932 -43%
Creative Planning
64
Creative Planning
Kansas
$217K
SI
65
Stephens Inc
Arkansas
$206K +$206K +3,556 New
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$155K +$155K +2,683 New
Citigroup
67
Citigroup
New York
$143K -$10.1K -175 -7%
CFD
68
Creative Financial Designs
Indiana
$142K +$125K +2,157 +744%
ME
69
McIlrath & Eck
Washington
$121K +$23.1K +399 +24%
IAIM
70
International Assets Investment Management
Florida
$105K
US Bancorp
71
US Bancorp
Minnesota
$97K
WP
72
WealthShield Partners
North Carolina
$96K +$95.9K +1,659 New
GWM
73
Geneos Wealth Management
Colorado
$30K -$53.1K -919 -65%
FF
74
FourThought Financial
Florida
$15K
FDCDDQ
75
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.6K