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Nuveen ESG Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIP
101
Ameritas Investment Partners
Nebraska
$926K +$58.6K +1,255 +7%
MIA
102
Milestone Investment Advisors
Wisconsin
$906K +$363K +7,774 +64%
DPI
103
Diversified Portfolios Inc
Michigan
$878K +$4.11K +88 +0.5%
XPN
104
XY Planning Network
Montana
$875K +$45.6K +978 +5%
LWP
105
Laurel Wealth Planning
Minnesota
$865K +$4.81K +103 +0.5%
FBFS
106
First Business Financial Services
Wisconsin
$861K -$11.9K -254 -1%
CCWP
107
Cedar Cove Wealth Partners
Minnesota
$852K -$4.01K -86 -0.5%
ML
108
McAdam LLC
Pennsylvania
$815K +$14K +299 +2%
KPWS
109
Kestra Private Wealth Services
Texas
$811K -$5.79K -124 -0.7%
TWM
110
Tradition Wealth Management
Minnesota
$792K -$4.99K -107 -0.6%
NP
111
NorthRock Partners
Minnesota
$790K -$70.2K -1,504 -8%
Rockefeller Capital Management
112
Rockefeller Capital Management
New York
$788K -$60.4K -1,294 -7%
MWM
113
Modern Wealth Management
Kansas
$782K -$184K -3,936 -19%
SFG
114
Sage Financial Group
Pennsylvania
$758K +$1.54K +33 +0.2%
ASN
115
Advisory Services Network
Georgia
$758K -$4.67K -100 -0.6%
PWC
116
Pathfinder Wealth Consulting
North Carolina
$739K
CTC
117
Central Trust Company
Missouri
$734K -$14.3K -307 -2%
BAM
118
Belpointe Asset Management
Nevada
$722K -$330K -7,075 -31%
FFN
119
Focus Financial Network
Minnesota
$699K -$53.2K -1,139 -7%
SAS
120
Sage Advisory Services
Texas
$690K +$19.3K +413 +3%
BA
121
Blueline Advisors
New Hampshire
$655K +$122K +2,605 +22%
WCFA
122
Walkner Condon Financial Advisors
Wisconsin
$642K -$6.25K -134 -0.9%
Goldman Sachs
123
Goldman Sachs
New York
$641K -$3.18M -68,226 -83%
FHA
124
Flagship Harbor Advisors
Massachusetts
$631K +$97K +2,079 +18%
Truist Financial
125
Truist Financial
North Carolina
$630K -$5.41K -116 -0.8%