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Nuveen ESG Large-Cap Growth ETF
NULG

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
201
Rollins Financial Advisors
New York
$282K -$95.8K -1,000 -24%
MF
202
Montis Financial
Massachusetts
$272K – – –
WFM
203
Wolff Financial Management
Michigan
$272K – – –
SAG
204
Sentinel Advisory Group
Wisconsin
$267K +$281K +2,931 New
TWP
205
Triad Wealth Partners
Kansas
$266K – – –
VPF
206
Vantage Point Financial
Illinois
$266K – – –
MFG
207
Merit Financial Group
Georgia
$261K -$19.7K -206 -7%
VA
208
Valmark Advisers
Ohio
$261K -$20.3K -212 -7%
CRFG
209
Columbia River Financial Group
Washington
$259K – – –
EFT
210
Envision Financial Transparency
North Carolina
$255K +$268K +2,800 New
SFG
211
Snider Financial Group
Washington
$252K +$266K +2,776 New
NG
212
Novem Group
New York
$243K -$9.39K -98 -4%
CA
213
Crane Advisory
California
$240K +$228K +2,374 New
IFG
214
Independent Financial Group
California
$240K +$7.38K +77 +3%
DE
215
Diversified Enterprises
Delaware
$239K – – –
SL
216
SFM LLC
New Hampshire
$237K -$2.59K -27 -1%
SWM
217
SeaCrest Wealth Management
New York
$236K -$102K -1,063 -29%
AUB
218
Atlantic Union Bankshares
Virginia
$232K – – –
OAM
219
Occidental Asset Management
California
$228K +$958 +10 +0.4%
UWP
220
Uniting Wealth Partners
Kansas
$226K -$5.4M -56,371 -96%
PSCM
221
Per Stirling Capital Management
Texas
$224K – – –
NWA
222
Northwest Wealth Advisors
Washington
$221K +$233K +2,433 New
SA
223
Sanctuary Advisors
Indiana
$219K -$24.4K -255 -10%
OFS
224
OneAscent Financial Services
Alabama
$219K +$1.53K +16 +0.7%
ME
225
McIlrath & Eck
Washington
$212K +$9.58K +100 +4%
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9
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