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Nuveen ESG Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
151
Steward Partners Investment Advisory
New York
$451K – – –
PWP
152
Principle Wealth Partners
Connecticut
$446K – – –
EPP
153
ETF Portfolio Partners
Kansas
$433K -$32.1K -330 -7%
FWM
154
Fingerlakes Wealth Management
New York
$426K +$26.9K +277 +7%
AF
155
Allworth Financial
California
$419K -$3.11K -32 -0.8%
RFA
156
RTD Financial Advisors
Pennsylvania
$417K -$31.5K -324 -7%
KLI
157
Kelman-Lazarov Inc
Tennessee
$414K +$24.7K +254 +6%
First Trust Advisors
158
First Trust Advisors
Illinois
$410K – – –
RFA
159
Rollins Financial Advisors
New York
$407K +$97.1K +999 +32%
TC
160
Trust Company
Kansas
$395K +$37.9K +390 +11%
PPW
161
Parcion Private Wealth
Washington
$395K +$1.95K +20 +0.5%
SA
162
Sanctuary Advisors
Indiana
$376K +$149K +1,530 +68%
SWM
163
SeaCrest Wealth Management
New York
$370K – – –
LFA
164
Legacy Financial Advisors
Kentucky
$366K -$7.58K -78 -2%
MGWA
165
Monument Group Wealth Advisors
Massachusetts
$365K – – –
LWA
166
Lifelong Wealth Advisors
Minnesota
$360K – – –
SAI
167
Savvy Advisors Inc
New York
$356K +$40.5K +417 +13%
UWM
168
USAdvisors Wealth Management
Minnesota
$350K -$486 -5 -0.1%
IWC
169
Integrated Wealth Concepts
Massachusetts
$348K -$4.18K -43 -1%
PS
170
Principal Securities
Iowa
$347K -$6.81K -70 -2%
FA
171
Fountainhead AM
New Jersey
$339K -$2.43K -25 -0.7%
FPAS
172
Focus Partners Advisor Solutions
Missouri
$335K – – –
QFPS
173
Quantum Financial Planning Services
Washington
$335K +$4.28K +44 +1%
BEI
174
Benjamin Edwards Inc
Missouri
$330K +$323K +3,317 New
AFTS
175
American Financial & Tax Strategies
New York
$328K – – –