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Nuveen ESG Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BDFN
101
Bond & Devick Financial Network
Minnesota
$929K +$57.8K +1,574 +7%
RA
102
RFG Advisory
Alabama
$919K -$50.2K -1,366 -5%
FFN
103
Focus Financial Network
Minnesota
$891K -$10.7K -292 -1%
LFG
104
Lockerman Financial Group
California
$877K -$12.7K -347 -2%
KWA
105
Kingswood Wealth Advisors
California
$861K -$665K -18,100 -45%
MML Investors Services
106
MML Investors Services
Massachusetts
$773K +$8.3K +226 +1%
AA
107
Addison Advisors
Vermont
$770K +$46.3K +1,260 +7%
SFG
108
Sage Financial Group
Pennsylvania
$759K -$29K -791 -4%
KPWS
109
Kestra Private Wealth Services
Texas
$741K +$54.3K +1,479 +8%
CB
110
Commerce Bank
Missouri
$738K +$8.08K +220 +1%
OCM
111
One Capital Management
California
$721K -$734K -19,995 -52%
AF
112
Advisornet Financial
Minnesota
$719K -$91.5K -2,492 -12%
WCFA
113
Walkner Condon Financial Advisors
Wisconsin
$715K -$4.3K -117 -0.6%
SEIA
114
Signature Estate & Investment Advisors
California
$713K +$202K +5,510 +43%
Wells Fargo
115
Wells Fargo
California
$712K +$6.09K +166 +0.9%
PSCM
116
Per Stirling Capital Management
Texas
$704K +$295K +8,026 +80%
AC
117
AIFG Consultants
New York
$686K +$35.1K +955 +6%
TFM
118
Trademark Financial Management
Minnesota
$658K -$294K -8,014 -32%
HI
119
Harbour Investments
Wisconsin
$635K +$3.34K +91 +0.6%
AIP
120
Ameritas Investment Partners
Nebraska
$635K -$918 -25 -0.2%
RBA
121
Richard Bernstein Advisors
New York
$630K -$1.09M -29,600 -65%
HB
122
HTLF Bank
Colorado
$625K +$125K +3,406 +27%
HIF
123
Hill Island Financial
Michigan
$611K
FWP
124
Falcon Wealth Planning
California
$610K +$47.4K +1,292 +9%
MWM
125
Modera Wealth Management
New Jersey
$593K +$45.3K +1,233 +9%