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Nuveen ESG Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
101
BlueStem Wealth Partners
Minnesota
$886K -$52K -1,165 -6%
AWM
102
Axxcess Wealth Management
California
$878K +$49.8K +1,114 +6%
DPI
103
Diversified Portfolios Inc
Michigan
$865K -$11.9K -267 -1%
FBFS
104
First Business Financial Services
Wisconsin
$864K -$81.2K -1,818 -9%
AIP
105
Ameritas Investment Partners
Nebraska
$861K +$43.4K +971 +5%
LWP
106
Laurel Wealth Planning
Minnesota
$852K -$84.2K -1,886 -9%
NP
107
NorthRock Partners
Minnesota
$850K -$1.12K -25 -0.1%
CCWP
108
Cedar Cove Wealth Partners
Minnesota
$847K +$840K +18,803 New
SEIA
109
Signature Estate & Investment Advisors
California
$845K -$11.8K -265 -1%
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$839K +$144K +3,231 +21%
RA
111
RFG Advisory
Alabama
$827K +$820K +18,367 New
XPN
112
XY Planning Network
Montana
$815K +$279K +6,245 +53%
KPWS
113
Kestra Private Wealth Services
Texas
$809K +$268 +6 +0%
ML
114
McAdam LLC
Pennsylvania
$794K +$12.7K +284 +2%
TWM
115
Tradition Wealth Management
Minnesota
$789K +$7.86K +176 +1%
ASN
116
Advisory Services Network
Georgia
$755K -$89 -2 -0%
IWC
117
Integrated Wealth Concepts
Massachusetts
$753K -$242K -5,416 -24%
SFG
118
Sage Financial Group
Pennsylvania
$749K -$19.7K -440 -3%
FFN
119
Focus Financial Network
Minnesota
$743K -$4.87K -109 -0.7%
CTC
120
Central Trust Company
Missouri
$740K +$364K +8,154 +99%
PWC
121
Pathfinder Wealth Consulting
North Carolina
$731K +$725K +16,237 New
CAL
122
Capital Analysts LLC
Pennsylvania
$690K +$17.6K +395 +3%
FLPIM
123
F.L. Putnam Investment Management
Massachusetts
$673K -$30.6K -686 -4%
SAS
124
Sage Advisory Services
Texas
$664K
AF
125
Abound Financial
California
$649K -$64.4K -1,442 -9%