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Nuveen ESG Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
126
Allworth Financial
California
$331K -$33.4K -525 -10%
CW
127
CIC Wealth
Maryland
$312K -$1.78K -28 -0.6%
BMCM
128
Bryn Mawr Capital Management
Pennsylvania
$310K
PWP
129
Principle Wealth Partners
Connecticut
$298K
PFGIA
130
Patriot Financial Group Insurance Agency
Massachusetts
$297K -$22.6K -355 -8%
DAS
131
Dynamic Advisor Solutions
Arizona
$294K -$110K -1,729 -28%
PSCM
132
Per Stirling Capital Management
Texas
$291K +$14K +220 +6%
CWM
133
Chicago Wealth Management
Illinois
$282K +$258K +4,055 New
LSPW
134
Lake Street Private Wealth
Illinois
$280K -$41.4K -651 -14%
LA
135
LexAurum Advisors
Kansas
$279K -$191 -3 -0.1%
AAS
136
Avantax Advisory Services
Texas
$277K -$62.4K -981 -20%
FLA
137
Financial Life Advisors
Texas
$268K -$3.37K -53 -1%
ML
138
McAdam LLC
Pennsylvania
$265K +$242K +3,808 New
AFTS
139
American Financial & Tax Strategies
New York
$262K +$239K +3,766 New
FPAS
140
Focus Partners Advisor Solutions
Missouri
$258K -$36.1K -568 -13%
BG
141
Benedetti & Gucer
Georgia
$256K -$70.8K -1,113 -23%
MGWA
142
Monument Group Wealth Advisors
Massachusetts
$255K +$234K +3,673 New
HI
143
Harbour Investments
Wisconsin
$253K -$68.7K -1,081 -23%
CPG
144
Cornerstone Planning Group
New Jersey
$249K +$826 +13 +0.4%
OFS
145
OneAscent Financial Services
Alabama
$236K -$1.46K -23 -0.7%
BFA
146
Beacon Financial Advisory
Ohio
$231K +$212K +3,328 New
BFA
147
Beaumont Financial Advisors
Massachusetts
$215K -$234K -3,673 -54%
RIG
148
Ramiah Investment Group
Wisconsin
$213K +$195K +3,062 New
RF
149
Rollins Financial
Georgia
$208K +$191K +3,000 New
RFA
150
Rollins Financial Advisors
New York
$208K +$191K +3,000 New