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Nuveen ESG Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FBFS
126
First Business Financial Services
Wisconsin
$360K +$398K +11,652 New
SFG
127
Sage Financial Group
Pennsylvania
$358K +$4.79K +140 +1%
DADC
128
D.A. Davidson & Co
Montana
$350K -$76.8K -2,248 -17%
RZH
129
Relyea Zuckerberg Hanson
Connecticut
$344K +$37K +1,083 +11%
FPF
130
First Pacific Financial
Washington
$318K -$315K -9,222 -47%
PJSIMP
131
P.J. Schmidt Investment Management (PJS)
Wisconsin
$318K +$31.6K +923 +10%
Bank of New York Mellon
132
Bank of New York Mellon
New York
$314K +$52.3K +1,530 +18%
TC
133
Trust Company
Kansas
$311K -$2.91K -85 -0.8%
KAS
134
Kestra Advisory Services
Texas
$302K -$11.1K -326 -3%
WFAG
135
Wescott Financial Advisory Group
Pennsylvania
$298K +$12.6K +368 +4%
AA
136
Aire Advisors
California
$274K +$36.8K +1,076 +14%
Cerity Partners
137
Cerity Partners
New York
$255K
SPIA
138
Steward Partners Investment Advisory
New York
$252K +$50.2K +1,469 +22%
WWM
139
Western Wealth Management
Colorado
$249K -$120K -3,509 -30%
IPW
140
Intergy Private Wealth
Colorado
$249K
LNC
141
Lincoln National Corp
Pennsylvania
$248K +$274K +8,014 New
Wells Fargo
142
Wells Fargo
California
$236K +$261K +7,639 +763,900%
TWC
143
TD Waterhouse Canada
Ontario, Canada
$234K +$6.36K +186 +4%
CAL
144
Capital Analysts LLC
Pennsylvania
$227K +$109K +3,198 +77%
ACA
145
Atlas Capital Advisors
Wyoming
$222K +$7.69K +225 +3%
CA
146
CGN Advisors
Kansas
$222K +$10.8K +316 +5%
FHA
147
First Horizon Advisors
Tennessee
$211K -$301K -8,808 -56%
Baird Financial Group
148
Baird Financial Group
Wisconsin
$201K -$6.84K -200 -3%
EWA
149
EverSource Wealth Advisors
Alabama
$193K
HI
150
Harbour Investments
Wisconsin
$190K