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Nuveen ESG Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
101
Prentice Wealth Management
New York
$104K -$19.9K -520 -16%
RFA
102
Reilly Financial Advisors
California
$89K
Wells Fargo
103
Wells Fargo
California
$87K +$26.7K +697 +43%
KFI
104
Key Financial Inc
Pennsylvania
$71K
Citigroup
105
Citigroup
New York
$68K +$383 +10 +0.6%
TWM
106
Tradition Wealth Management
Minnesota
$65K +$16.1K +419 +32%
AF
107
Allworth Financial
California
$59K +$59.8K +1,561 New
MD
108
Money Design
Japan
$59K +$60.4K +1,577 New
AIC
109
Archer Investment Corporation
Indiana
$58.2K +$59.5K +1,553 New
GRP
110
Global Retirement Partners
California
$51K +$5.78K +151 +12%
ME
111
McIlrath & Eck
Washington
$44K +$44.9K +1,173 New
TFS
112
TrustCore Financial Services
Tennessee
$41K +$6.17K +161 +17%
GKWIM
113
Gerber Kawasaki Wealth & Investment Management
California
$30K +$1.15K +30 New
TIM
114
Tortoise Investment Management
New York
$25K
GWM
115
Geneos Wealth Management
Colorado
$24K
MIFH
116
Migdal Insurance & Financial Holdings
Israel
$22K
HA
117
Herold Advisors
New York
$22K +$23K +600 New
BMD
118
Better Money Decisions
New Mexico
$8K
NWM
119
Navigation Wealth Management
Colorado
$3K
WIM
120
Westside Investment Management
California
$18
Jane Street
121
Jane Street
New York
-$4.26M -112,810 Closed
RCS
122
Retirement Capital Strategies
California
-$973K -25,787 Closed
CA
123
CGN Advisors
Kansas
-$781K -20,692 Closed
BAM
124
Belpointe Asset Management
Nevada
-$631K -16,715 Closed
3AM
125
3EDGE Asset Management
Florida
-$578K -15,300 Closed