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Nuveen ESG Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
101
Falcon Wealth Planning
California
$329K +$49.6K +940 +19%
AWM
102
Aprio Wealth Management
Georgia
$293K +$278K +5,263 New
AGA
103
Arkos Global Advisors
Texas
$292K -$5.18K -98 -2%
MWM
104
Mascoma Wealth Management
New Hampshire
$292K +$49.9K +944 +22%
Cerity Partners
105
Cerity Partners
New York
$288K +$37.4K +709 +16%
RFN
106
Redwood Financial Network
Ohio
$278K +$263K +4,985 New
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$276K +$224K +4,245 +595%
EWM
108
Empirical Wealth Management
Washington
$271K +$23.8K +451 +10%
FA
109
Fountainhead AM
New Jersey
$268K +$34.5K +654 +16%
SWP
110
Stratos Wealth Partners
Ohio
$261K +$27.7K +524 +13%
PFGIA
111
Patriot Financial Group Insurance Agency
Massachusetts
$258K – – –
KTC
112
Kistler-Tiffany Companies
Pennsylvania
$258K +$51.6K +978 +27%
CW
113
CIC Wealth
Maryland
$252K – – –
BMCM
114
Bryn Mawr Capital Management
Pennsylvania
$249K – – –
CCFM
115
Clear Creek Financial Management
Washington
$246K +$233K +4,415 New
OFS
116
OneAscent Financial Services
Alabama
$246K – – –
DADC
117
D.A. Davidson & Co
Montana
$240K +$227K +4,303 New
PWP
118
Principle Wealth Partners
Connecticut
$239K – – –
BG
119
Benedetti & Gucer
Georgia
$227K +$215K +4,063 New
FLA
120
Financial Life Advisors
Texas
$218K +$207K +3,915 New
MML Investors Services
121
MML Investors Services
Massachusetts
$205K +$194K +3,670 New
Creative Planning
122
Creative Planning
Kansas
$203K +$109K +2,066 +131%
SPIA
123
Steward Partners Investment Advisory
New York
$177K +$49.8K +943 +42%
AC
124
AlphaCore Capital
California
$157K -$3.12K -59 -2%
CWP
125
Concord Wealth Partners
Virginia
$118K – – –