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Nuveen ESG Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
151
RTD Financial Advisors
Pennsylvania
$424K -$61.4K -727 -14%
PWP
152
Principle Wealth Partners
Connecticut
$422K +$84 +1 +0%
Marshall Wace
153
Marshall Wace
United Kingdom
$421K +$378K +4,476 New
WWM
154
Western Wealth Management
Colorado
$420K +$4.22K +50 +1%
CWD
155
Clarity Wealth Development
Oregon
$408K +$11K +130 +3%
FZCM
156
Flynn Zito Capital Management
New York
$401K +$10.6K +125 +3%
AF
157
Allworth Financial
California
$399K -$14.4K -171 -4%
First Trust Advisors
158
First Trust Advisors
Illinois
$387K -$4.22K -50 -1%
FWM
159
Fingerlakes Wealth Management
New York
$377K +$338K +4,008 New
PPW
160
Parcion Private Wealth
Washington
$371K +$110K +1,307 +50%
KLI
161
Kelman-Lazarov Inc
Tennessee
$368K
FFN
162
Focus Financial Network
Minnesota
$361K +$93.5K +1,108 +41%
LFA
163
Legacy Financial Advisors
Kentucky
$353K +$24.2K +287 +8%
CPG
164
Cornerstone Planning Group
New Jersey
$348K
MGWA
165
Monument Group Wealth Advisors
Massachusetts
$345K
SWM
166
SeaCrest Wealth Management
New York
$343K
FLA
167
Financial Life Advisors
Texas
$342K
LWA
168
Lifelong Wealth Advisors
Minnesota
$340K -$19.8K -235 -6%
TC
169
Trust Company
Kansas
$337K -$47.4K -562 -14%
PS
170
Principal Securities
Iowa
$335K +$189K +2,238 +169%
IWC
171
Integrated Wealth Concepts
Massachusetts
$333K -$3.63K -43 -1%
UWM
172
USAdvisors Wealth Management
Minnesota
$332K +$75.6K +896 +34%
RFN
173
Redwood Financial Network
Ohio
$329K -$24.7K -293 -8%
FA
174
Fountainhead AM
New Jersey
$322K -$41.1K -487 -12%
FPAS
175
Focus Partners Advisor Solutions
Missouri
$317K