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Nuveen ESG Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
101
D.E. Shaw & Co
New York
$793K +$792K +20,979 New
CB
102
Commerce Bank
Missouri
$776K +$58.4K +1,545 +8%
MML Investors Services
103
MML Investors Services
Massachusetts
$751K -$227 -6 -0%
TWM
104
Tradition Wealth Management
Minnesota
$743K -$253K -6,696 -25%
OCM
105
One Capital Management
California
$738K +$37K +980 +5%
KPWS
106
Kestra Private Wealth Services
Texas
$737K +$15.8K +418 +2%
BSW
107
Buckingham Strategic Wealth
Missouri
$718K +$271K +7,161 +60%
SEIA
108
Signature Estate & Investment Advisors
California
$712K +$18.9K +501 +3%
SFG
109
Sage Financial Group
Pennsylvania
$712K -$26.7K -707 -4%
ASN
110
Advisory Services Network
Georgia
$709K -$2.22M -58,744 -76%
HB
111
HTLF Bank
Colorado
$695K +$87.1K +2,305 +14%
HI
112
Harbour Investments
Wisconsin
$693K +$75.6K +2,001 +12%
Wells Fargo
113
Wells Fargo
California
$677K -$15.8K -417 -2%
AC
114
AIFG Consultants
New York
$673K +$5.93K +157 +0.9%
AF
115
Advisornet Financial
Minnesota
$671K -$27.5K -729 -4%
AIP
116
Ameritas Investment Partners
Nebraska
$635K +$17.4K +460 +3%
WCFA
117
Walkner Condon Financial Advisors
Wisconsin
$634K -$61.2K -1,619 -9%
TFM
118
Trademark Financial Management
Minnesota
$633K -$7.18K -190 -1%
PSCM
119
Per Stirling Capital Management
Texas
$616K -$68.3K -1,808 -10%
NP
120
NorthRock Partners
Minnesota
$615K -$366K -9,695 -37%
FWP
121
Falcon Wealth Planning
California
$612K +$18.2K +483 +3%
HIF
122
Hill Island Financial
Michigan
$594K +$38 +1 +0%
WFAG
123
Wescott Financial Advisory Group
Pennsylvania
$571K +$187K +4,942 +49%
KAS
124
Kestra Advisory Services
Texas
$563K +$192K +5,074 +52%
LSPW
125
Lake Street Private Wealth
Illinois
$562K -$2.95K -78 -0.5%