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Nuveen ESG Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
51
Financial Architects (New Jersey)
New Jersey
$416K +$122K +3,910 +45%
Lido Advisors
52
Lido Advisors
California
$409K +$390K +12,440 New
KLI
53
Kelman-Lazarov Inc
Tennessee
$407K +$4.67K +149 +1%
RA
54
RFG Advisory
Alabama
$391K +$363K +11,594 New
WFA
55
Wipfli Financial Advisors
Wisconsin
$386K +$367K +11,721 New
CCM
56
Colorado Capital Management
Colorado
$374K
BOS
57
Bingham Osborn & Scarborough
California
$364K +$346K +11,059 New
CI
58
CX Institutional
Indiana
$338K -$37.8K -1,206 -11%
Citadel Advisors
59
Citadel Advisors
Florida
$316K +$300K +9,590 New
SC
60
Savant Capital
Illinois
$308K -$57.7K -1,842 -16%
SFS
61
Sowell Financial Services
Arkansas
$293K -$73.5K -2,347 -21%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$289K +$155K +4,943 +129%
OPS
63
Orion Portfolio Solutions
Nebraska
$263K +$250K +7,990 New
Baird Financial Group
64
Baird Financial Group
Wisconsin
$256K +$3.82K +122 +2%
MDCM
65
Morgan Dempsey Capital Management
Wisconsin
$245K -$20.5K -654 -8%
PFGIA
66
Patriot Financial Group Insurance Agency
Massachusetts
$214K +$2.32K +74 +1%
SPC
67
Sigma Planning Corp
Michigan
$205K +$195K +6,229 New
Bessemer Group
68
Bessemer Group
New Jersey
$169K
AA
69
Addison Advisors
Vermont
$164K +$156K +4,970 New
ACA
70
Atlas Capital Advisors
Wyoming
$147K +$140K +4,458 New
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$139K +$123K +3,914 +1,283%
SPIA
72
Steward Partners Investment Advisory
New York
$110K +$79.6K +2,541 +319%
RFA
73
Reilly Financial Advisors
California
$79K
GWM
74
Geneos Wealth Management
Colorado
$73K +$64.6K +2,063 New
US Bancorp
75
US Bancorp
Minnesota
$54K +$51.3K +1,639 New