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Nuveen ESG Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FBFS
101
First Business Financial Services
Wisconsin
$920K -$10.5K -246 -1%
BWP
102
BlueStem Wealth Partners
Minnesota
$913K -$95.4K -2,235 -10%
LWP
103
Laurel Wealth Planning
Minnesota
$912K -$155K -3,637 -15%
MWM
104
Modern Wealth Management
Kansas
$895K
DPI
105
Diversified Portfolios Inc
Michigan
$853K
SEIA
106
Signature Estate & Investment Advisors
California
$833K +$299 +7 +0%
NP
107
NorthRock Partners
Minnesota
$828K -$20.2K -473 -2%
AWM
108
Axxcess Wealth Management
California
$805K +$784K +18,374 New
AIP
109
Ameritas Investment Partners
Nebraska
$795K +$8.32K +195 +1%
KPWS
110
Kestra Private Wealth Services
Texas
$786K
ML
111
McAdam LLC
Pennsylvania
$760K +$5.84K +137 +0.8%
TWM
112
Tradition Wealth Management
Minnesota
$759K -$17.8K -418 -2%
SFG
113
Sage Financial Group
Pennsylvania
$748K
MML Investors Services
114
MML Investors Services
Massachusetts
$743K -$111K -2,601 -13%
ASN
115
Advisory Services Network
Georgia
$735K
FFN
116
Focus Financial Network
Minnesota
$728K -$213K -4,987 -23%
AF
117
Abound Financial
California
$695K -$2.65K -62 -0.4%
FLPIM
118
F.L. Putnam Investment Management
Massachusetts
$685K -$36.6K -859 -5%
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$674K +$31.6K +740 +5%
CAL
120
Capital Analysts LLC
Pennsylvania
$654K +$2.05K +48 +0.3%
SAS
121
Sage Advisory Services
Texas
$646K
WCFA
122
Walkner Condon Financial Advisors
Wisconsin
$631K -$6.23K -146 -1%
LFA
123
Legacy Financial Advisors
Kentucky
$623K
Truist Financial
124
Truist Financial
North Carolina
$618K +$14.5K +341 +2%
Wealth Enhancement Advisory Services
125
Wealth Enhancement Advisory Services
Minnesota
$613K -$44.7K -1,048 -7%