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Nuveen ESG Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIP
126
RAM Investment Partners
Washington
$475K
DI
127
DDFG Inc
California
$472K +$83.1K +979 +19%
AWM
128
Apollon Wealth Management
South Carolina
$470K +$68.7K +810 +16%
FTWA
129
Fifth Third Wealth Advisors
Ohio
$455K +$144K +1,701 +41%
AWM
130
Aprio Wealth Management
Georgia
$455K +$29.5K +348 +6%
MF
131
Montis Financial
Massachusetts
$453K -$24.7K -291 -5%
ML
132
McAdam LLC
Pennsylvania
$453K +$64.6K +761 +15%
ISFAN
133
Investor's Fiduciary Advisor Network
Washington
$446K
WLIM
134
White Lighthouse Investment Management
Massachusetts
$443K +$90.5K +1,067 +23%
RW
135
Rede Wealth
Virginia
$437K -$35.5K -418 -7%
RFA
136
RTD Financial Advisors
Pennsylvania
$411K -$9.84K -116 -2%
DADC
137
D.A. Davidson & Co
Montana
$402K -$46.6K -549 -10%
PWM
138
Paulson Wealth Management
Illinois
$401K +$21.3K +251 +5%
EWM
139
Empirical Wealth Management
Washington
$400K -$14.9K -176 -3%
HWM
140
HB Wealth Management
Georgia
$398K +$151K +1,776 +54%
PFBT
141
Parkside Financial Bank & Trust
Missouri
$397K +$14.8K +174 +4%
EWA
142
Emergent Wealth Advisors
New York
$380K -$18.2K -215 -4%
WA
143
Win Advisors
Florida
$370K -$3.67M -43,311 -90%
GSWM
144
Golden State Wealth Management
California
$360K +$42.8K +505 +12%
SPIA
145
Steward Partners Investment Advisory
New York
$359K -$3.9K -46 -1%
EPP
146
ETF Portfolio Partners
Kansas
$355K +$23.9K +282 +7%
PWP
147
Principle Wealth Partners
Connecticut
$351K +$16.3K +192 +4%
AF
148
Allworth Financial
California
$349K -$5.34K -63 -1%
WWM
149
Western Wealth Management
Colorado
$346K +$168K +1,976 +81%
CWD
150
Clarity Wealth Development
Oregon
$340K +$21.1K +249 +6%