We are live on ! Find out more
NULG icon

Nuveen ESG Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
201
Rollins Financial Advisors
New York
$362K – – –
MF
202
Montis Financial
Massachusetts
$351K – – –
WFM
203
Wolff Financial Management
Michigan
$350K – – –
IFG
204
Independent Financial Group
California
$350K +$37.9K +353 +13%
PWM
205
Perigon Wealth Management
California
$349K -$41.5K -387 -11%
RCS
206
Retirement Capital Strategies
California
$345K +$317K +2,951 New
LWA
207
Lifelong Wealth Advisors
Minnesota
$338K -$66.9K -623 -18%
VA
208
Valmark Advisers
Ohio
$336K – – –
CRFG
209
Columbia River Financial Group
Washington
$334K – – –
SFG
210
SNS Financial Group
Minnesota
$325K +$298K +2,780 New
SAG
211
Sentinel Advisory Group
Wisconsin
$321K -$20K -186 -6%
VPF
212
Vantage Point Financial
Illinois
$321K -$19.9K -185 -6%
LFG
213
Lockerman Financial Group
California
$320K -$155K -1,442 -35%
SA
214
Skyline Advisors
Washington
$311K -$150K -1,395 -34%
NG
215
Novem Group
New York
$310K -$3.22K -30 -1%
SFG
216
Snider Financial Group
Washington
$309K -$14.9K -139 -5%
DE
217
Diversified Enterprises
Delaware
$308K – – –
SL
218
SFM LLC
New Hampshire
$308K +$2.36K +22 +0.8%
IFWM
219
Institute for Wealth Management
Colorado
$302K +$277K +2,584 New
SA
220
Sanctuary Advisors
Indiana
$301K +$17.8K +166 +7%
HP
221
Hilltop Partners
Indiana
$300K +$36.9K +344 +16%
AUB
222
Atlantic Union Bankshares
Virginia
$299K – – –
IAS
223
Insigneo Advisory Services
Florida
$296K +$271K +2,526 New
OAM
224
Occidental Asset Management
California
$294K – – –
DWM
225
Diversify Wealth Management
Utah
$292K -$26.7K -249 -9%