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Nuveen ESG Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PSCM
151
Per Stirling Capital Management
Texas
$332K -$11.2K -132 -3%
First Trust Advisors
152
First Trust Advisors
Illinois
$327K
FZCM
153
Flynn Zito Capital Management
New York
$325K +$124K +1,461 +54%
TC
154
Trust Company
Kansas
$324K +$19.8K +233 +6%
DWP
155
Daymark Wealth Partners
Ohio
$324K +$351K +4,133 New
FA
156
Fountainhead AM
New Jersey
$307K -$57.9K -682 -15%
KLI
157
Kelman-Lazarov Inc
Tennessee
$306K -$36.8K -434 -10%
SFC
158
Strategic Financial Concepts
Texas
$305K +$6.79K +80 +2%
LWA
159
Lifelong Wealth Advisors
Minnesota
$301K -$41K -483 -11%
RFN
160
Redwood Financial Network
Ohio
$297K -$244K -2,877 -43%
MGWA
161
Monument Group Wealth Advisors
Massachusetts
$288K
SWM
162
SeaCrest Wealth Management
New York
$286K
FLA
163
Financial Life Advisors
Texas
$285K -$4.75K -56 -2%
IWC
164
Integrated Wealth Concepts
Massachusetts
$281K +$13.9K +164 +5%
SGWM
165
Sterling Group Wealth Management
California
$281K -$2.71K -32 -0.9%
CPG
166
Cornerstone Planning Group
New Jersey
$275K
LFA
167
Legacy Financial Advisors
Kentucky
$272K -$28.9K -341 -9%
QFPS
168
Quantum Financial Planning Services
Washington
$270K +$293K +3,455 New
Janney Montgomery Scott
169
Janney Montgomery Scott
Pennsylvania
$264K +$64.7K +763 +29%
FPAS
170
Focus Partners Advisor Solutions
Missouri
$264K
AC
171
AlphaCore Capital
California
$257K +$278K +3,282 New
BCI
172
Brinker Capital Investments
Pennsylvania
$255K +$46.7K +550 +20%
OPS
173
Orion Portfolio Solutions
Nebraska
$255K +$46.7K +550 +20%
CCFM
174
Clear Creek Financial Management
Washington
$254K -$33.9K -400 -11%
HI
175
Harbour Investments
Wisconsin
$245K -$6.87K -81 -3%