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Nuveen ESG Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
126
Parkside Financial Bank & Trust
Missouri
$429K +$419K +12,383 New
Legacy Financial Group (Iowa)
127
Legacy Financial Group (Iowa)
Iowa
$426K -$5.28K -156 -1%
RSWM
128
Robertson Stephens Wealth Management
California
$405K -$135K -3,985 -25%
CCM
129
Colorado Capital Management
Colorado
$394K -$146K -4,319 -27%
SAS
130
Sage Advisory Services
Texas
$386K +$9.91K +293 +3%
FBFS
131
First Business Financial Services
Wisconsin
$384K -$508 -15 -0.1%
DI
132
DDFG Inc
California
$384K
AAS
133
Avantax Advisory Services
Texas
$373K -$209K -6,179 -36%
CTC
134
Central Trust Company
Missouri
$367K +$55.5K +1,641 +18%
WT
135
Washington Trust
Rhode Island
$356K +$347K +10,260 New
Rockefeller Capital Management
136
Rockefeller Capital Management
New York
$344K -$33.5K -989 -9%
TC
137
Trust Company
Kansas
$344K +$8.53K +252 +3%
KAS
138
Kestra Advisory Services
Texas
$332K -$6.8K -201 -2%
PI
139
PFG Investments
New York
$331K +$323K +9,538 New
FPF
140
First Pacific Financial
Washington
$327K -$66.8K -1,974 -17%
Fidelity Investments
141
Fidelity Investments
Massachusetts
$326K +$155K +4,595 +96%
CW
142
CIC Wealth
Maryland
$310K
CAL
143
Capital Analysts LLC
Pennsylvania
$308K -$4.5K -133 -1%
WFAG
144
Wescott Financial Advisory Group
Pennsylvania
$303K +$20.5K +606 +7%
PSCM
145
Per Stirling Capital Management
Texas
$298K -$49.7K -1,469 -15%
SPIA
146
Steward Partners Investment Advisory
New York
$293K +$20.2K +598 +8%
UBS AM
147
UBS AM
Illinois
$286K
HI
148
Harbour Investments
Wisconsin
$285K +$49.7K +1,468 +22%
PWM
149
Penobscot Wealth Management
Maine
$273K +$267K +7,884 New
IWC
150
Integrated Wealth Concepts
Massachusetts
$270K +$7K +207 +3%