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Nuveen ESG Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
101
Reilly Financial Advisors
California
$90K
KFI
102
Key Financial Inc
Pennsylvania
$72K +$18.1K +480 +34%
Citigroup
103
Citigroup
New York
$68K +$9.79K +260 +17%
Wells Fargo
104
Wells Fargo
California
$61K +$44.1K +1,171 +258%
TWM
105
Tradition Wealth Management
Minnesota
$50K +$49.7K +1,319 New
GRP
106
Global Retirement Partners
California
$46K +$15.6K +413 +52%
TFS
107
TrustCore Financial Services
Tennessee
$35K
TIM
108
Tortoise Investment Management
New York
$25K
GWM
109
Geneos Wealth Management
Colorado
$24K -$1.43K -38 -6%
MIFH
110
Migdal Insurance & Financial Holdings
Israel
$22K
RBA
111
Richard Bernstein Advisors
New York
$17K +$16.9K +450 New
BMD
112
Better Money Decisions
New Mexico
$8K
Barclays
113
Barclays
United Kingdom
$7K +$6.52K +173 New
NWM
114
Navigation Wealth Management
Colorado
$2K +$1.96K +52 +5,200%
WIM
115
Westside Investment Management
California
$18 +$7.53K +200 +67%
TAS
116
TIFF Advisory Services
Pennsylvania
-$5.82M -160,759 Closed
MSA
117
Marino Stram & Associates
Massachusetts
-$1.09M -30,000 Closed
MWM
118
MBE Wealth Management
Wisconsin
-$634K -17,513 Closed
FTUS
119
Flow Traders U.S.
New York
-$588K -15,623 Closed
SFS
120
Sowell Financial Services
Arkansas
-$283K -7,399 Closed
SPC
121
Sigma Planning Corp
Michigan
-$207K -5,729 Closed
CFA
122
Carroll Financial Associates
North Carolina
-$21K -585 Closed
AIC
123
Ameritas Investment Company
Nebraska
-$8.72K -241 Closed
VFA
124
Valeo Financial Advisors
Indiana
-$5K -150 Closed