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Nuveen ESG Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
76
Falcon Wealth Planning
California
$1.52M -$136K -2,915 -8%
LNB
77
Ledyard National Bank
$1.51M +$1.55M +33,254 New
CAM
78
Clarity Asset Management
Iowa
$1.47M -$3.59M -76,825 -70%
AA
79
Addison Advisors
Vermont
$1.46M +$236K +5,063 +19%
UB
80
UMB Bank
Missouri
$1.4M -$153K -3,286 -10%
JSW
81
Journey Strategic Wealth
New Jersey
$1.38M +$42.5K +911 +3%
WP
82
WealthShield Partners
North Carolina
$1.38M +$111K +2,371 +9%
KWA
83
Kingswood Wealth Advisors
California
$1.36M +$43.3K +927 +3%
MML Investors Services
84
MML Investors Services
Massachusetts
$1.32M +$71.8K +1,539 +6%
PWMG
85
Private Wealth Management Group
New Jersey
$1.32M +$32.2K +690 +2%
CAG
86
Curtis Advisory Group
California
$1.3M +$83.7K +1,793 +7%
CL
87
Choreo LLC
Illinois
$1.25M +$81.5K +1,747 +7%
BDFN
88
Bond & Devick Financial Network
Minnesota
$1.23M +$78.6K +1,685 +7%
MFG
89
Merit Financial Group
Georgia
$1.21M -$630K -13,499 -34%
SRB
90
Shotwell Rutter Baer
Michigan
$1.19M -$52.8K -1,131 -4%
Focus Partners Wealth
91
Focus Partners Wealth
Massachusetts
$1.17M -$342K -7,334 -22%
CB
92
Commerce Bank
Missouri
$1.12M +$25.9K +556 +2%
B
93
Bailard
California
$1.12M -$16.7K -357 -1%
WFAG
94
Wescott Financial Advisory Group
Pennsylvania
$1.11M +$11K +235 +1%
HI
95
Harbour Investments
Wisconsin
$1.08M +$37.2K +797 +3%
IWC
96
Integrated Wealth Concepts
Massachusetts
$1.04M +$288K +6,169 +37%
FFA
97
Farther Finance Advisors
California
$1M +$99.8K +2,139 +11%
SEIA
98
Signature Estate & Investment Advisors
California
$953K +$103K +2,203 +12%
WAM
99
WNY Asset Management
New York
$946K +$971K +20,801 New
GS
100
GTS Securities
Florida
$945K +$313K +6,717 +48%