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Nuveen ESG Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DI
126
DDFG Inc
California
$453K -$5.61K -70 -1%
AWM
127
Aprio Wealth Management
Georgia
$450K +$1.76K +22 +0.4%
WIA
128
World Investment Advisors
California
$447K +$434K +5,412 New
FA
129
Fountainhead AM
New Jersey
$434K +$4.41K +55 +1%
EWA
130
Emergent Wealth Advisors
New York
$419K
PFBT
131
Parkside Financial Bank & Trust
Missouri
$404K -$96.3K -1,201 -20%
WLIM
132
White Lighthouse Investment Management
Massachusetts
$402K -$144K -1,802 -27%
PWM
133
Paulson Wealth Management
Illinois
$392K +$148K +1,841 +63%
ML
134
McAdam LLC
Pennsylvania
$390K +$28.8K +359 +8%
PSCM
135
Per Stirling Capital Management
Texas
$384K +$6.97K +87 +2%
RIG
136
Ramiah Investment Group
Wisconsin
$372K -$160 -2 -0%
CW
137
CIC Wealth
Maryland
$372K
CMS
138
Capital Market Strategies
Florida
$365K -$27.3K -340 -7%
AAS
139
Avantax Advisory Services
Texas
$363K +$20.3K +253 +6%
KLI
140
Kelman-Lazarov Inc
Tennessee
$359K
AF
141
Allworth Financial
California
$359K +$15K +187 +5%
PWP
142
Principle Wealth Partners
Connecticut
$355K
FTDI
143
First Trust Direct Indexing
Massachusetts
$345K +$334K +4,171 New
FTWA
144
Fifth Third Wealth Advisors
Ohio
$340K +$330K +4,112 New
AFTS
145
American Financial & Tax Strategies
New York
$338K
SPIA
146
Steward Partners Investment Advisory
New York
$338K +$17.9K +223 +6%
TC
147
Trust Company
Kansas
$336K +$16.5K +206 +5%
SGWM
148
Sterling Group Wealth Management
California
$330K +$320K +3,991 New
FLA
149
Financial Life Advisors
Texas
$319K
LFA
150
Legacy Financial Advisors
Kentucky
$315K +$56.3K +702 +23%