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Nuveen ESG Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WLIM
151
White Lighthouse Investment Management
Massachusetts
$394K -$23.7K -274 -6%
PSCM
152
Per Stirling Capital Management
Texas
$376K -$23.6K -273 -6%
KLI
153
Kelman-Lazarov Inc
Tennessee
$373K – – –
LWA
154
Lifelong Wealth Advisors
Minnesota
$372K +$375K +4,334 New
CMS
155
Capital Market Strategies
Florida
$371K -$8.13K -94 -2%
RIG
156
Ramiah Investment Group
Wisconsin
$369K -$17.9K -207 -5%
PWP
157
Principle Wealth Partners
Connecticut
$369K +$173 +2 +0%
EPP
158
ETF Portfolio Partners
Kansas
$366K +$368K +4,258 New
First Trust Advisors
159
First Trust Advisors
Illinois
$358K +$361K +4,171 New
FTWA
160
Fifth Third Wealth Advisors
Ohio
$353K – – –
GSWM
161
Golden State Wealth Management
California
$351K +$354K +4,092 New
CWD
162
Clarity Wealth Development
Oregon
$347K +$343K +3,968 New
ECA
163
Elevation Capital Advisory
Oregon
$346K +$348K +4,028 New
AFTS
164
American Financial & Tax Strategies
New York
$338K -$13.8K -159 -4%
TC
165
Trust Company
Kansas
$336K -$13.4K -155 -4%
LFA
166
Legacy Financial Advisors
Kentucky
$327K – – –
SFC
167
Strategic Financial Concepts
Texas
$327K +$330K +3,810 New
FLA
168
Financial Life Advisors
Texas
$317K -$14.4K -166 -4%
MGWA
169
Monument Group Wealth Advisors
Massachusetts
$315K – – –
SWM
170
SeaCrest Wealth Management
New York
$314K – – –
CCFM
171
Clear Creek Financial Management
Washington
$313K +$432 +5 +0.1%
SGWM
172
Sterling Group Wealth Management
California
$311K -$32.3K -373 -9%
CPG
173
Cornerstone Planning Group
New Jersey
$311K +$519 +6 +0.2%
NI
174
Natural Investments
California
$302K +$305K +3,526 New
IWC
175
Integrated Wealth Concepts
Massachusetts
$294K +$77.8K +900 +36%