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Nuveen ESG Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
126
Reilly Financial Advisors
California
$93K
Wells Fargo
127
Wells Fargo
California
$90K
KFI
128
Key Financial Inc
Pennsylvania
$73K
CWS
129
Confluence Wealth Services
Pennsylvania
$65K +$65.3K +1,674 New
AIC
130
Archer Investment Corporation
Indiana
$60.4K
ME
131
McIlrath & Eck
Washington
$46K
TFS
132
TrustCore Financial Services
Tennessee
$42K
National Bank of Canada
133
National Bank of Canada
Quebec, Canada
$37K +$36.7K +940 New
TIM
134
Tortoise Investment Management
New York
$26K
GWM
135
Geneos Wealth Management
Colorado
$25K
MIFH
136
Migdal Insurance & Financial Holdings
Israel
$22K
Citigroup
137
Citigroup
New York
$21K -$50K -1,283 -71%
SWM
138
Spire Wealth Management
Virginia
$3K +$3.04K +78 New
NWM
139
Navigation Wealth Management
Colorado
$2K
MIM
140
Macroview Investment Management
Maryland
$1K +$234 +6 +67%
WIM
141
Westside Investment Management
California
$19
PWPCM
142
Perella Weinberg Partners Capital Management
New York
-$13.8M -367,767 Closed
WCFA
143
Walkner Condon Financial Advisors
Wisconsin
-$1.16M -30,899 Closed
WFA
144
Wipfli Financial Advisors
Wisconsin
-$507K -13,534 Closed
BOS
145
Bingham Osborn & Scarborough
California
-$415K -11,059 Closed
FA
146
Flagstar Advisors
New York
-$108K -2,887 Closed
PWM
147
Prentice Wealth Management
New York
-$104K -2,783 Closed
GRP
148
Global Retirement Partners
California
-$51K -1,363 Closed
HA
149
Herold Advisors
New York
-$22K -600 Closed
BMD
150
Better Money Decisions
New Mexico
-$8K -207 Closed