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Nuveen ESG Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
101
Baldrige Asset Management
Pennsylvania
$289K +$122K +3,117 +72%
SFP
102
Sandbox Financial Partners
Maryland
$277K +$278K +7,130 New
KAS
103
Kestra Advisory Services
Texas
$273K -$27.7K -710 -9%
SC
104
Savant Capital
Illinois
$265K +$18.1K +463 +7%
WFAG
105
Wescott Financial Advisory Group
Pennsylvania
$260K +$45.7K +1,172 +21%
SI
106
Stephens Inc
Arkansas
$258K
PCA
107
Personal Capital Advisors
California
$254K +$255K +6,535 New
SPIA
108
Steward Partners Investment Advisory
New York
$253K +$63.2K +1,619 +33%
PP
109
PrairieView Partners
Minnesota
$249K +$250K +6,400 New
PFGIA
110
Patriot Financial Group Insurance Agency
Massachusetts
$241K +$78 +2 +0%
NL
111
NWAM LLC
Washington
$236K +$24.6K +631 +12%
PAM
112
Peak Asset Management
Colorado
$232K +$232K +5,960 New
MFG
113
Merit Financial Group
Georgia
$231K +$231K +5,932 New
HI
114
Harbour Investments
Wisconsin
$222K -$263K -6,739 -54%
CA
115
Cornerstone Advisory
Maryland
$214K +$215K +5,500 New
WWM
116
Western Wealth Management
Colorado
$211K +$213K +5,464 New
RW
117
RVW Wealth
California
$208K +$208K +5,339 New
Fidelity Investments
118
Fidelity Investments
Massachusetts
$204K +$13.4K +343 +7%
EWA
119
EverSource Wealth Advisors
Alabama
$202K +$203K +5,206 New
EFS
120
Essex Financial Services
Connecticut
$201K +$201K +5,160 New
PWP
121
Personal Wealth Partners
Minnesota
$201K +$202K +5,170 New
Bessemer Group
122
Bessemer Group
New Jersey
$181K
CFD
123
Creative Financial Designs
Indiana
$179K +$9.09K +233 +5%
PA
124
Parallel Advisors
California
$122K
CA
125
CoreCap Advisors
Michigan
$106K +$106K +2,720 New