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Nuveen ESG Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Legacy Financial Group (Iowa)
126
Legacy Financial Group (Iowa)
Iowa
$438K +$26.6K +761 +6%
DI
127
DDFG Inc
California
$422K +$52.6K +1,504 +14%
WWA
128
WCG Wealth Advisors
Nevada
$415K +$432K +12,365 New
RFA
129
RTD Financial Advisors
Pennsylvania
$409K -$7.72K -221 -2%
FBFS
130
First Business Financial Services
Wisconsin
$392K +$20.2K +577 +5%
CCM
131
Colorado Capital Management
Colorado
$383K
SAS
132
Sage Advisory Services
Texas
$380K +$6.47K +185 +2%
NYLIM
133
New York Life Investment Management
New York
$368K -$66.6K -1,906 -15%
CTC
134
Central Trust Company
Missouri
$366K +$10.9K +313 +3%
PI
135
PFG Investments
New York
$364K +$45.9K +1,312 +14%
PFBT
136
Parkside Financial Bank & Trust
Missouri
$364K -$54.4K -1,555 -13%
AAS
137
Avantax Advisory Services
Texas
$362K
Creative Planning
138
Creative Planning
Kansas
$356K +$370K +10,585 New
WFAG
139
Wescott Financial Advisory Group
Pennsylvania
$350K +$58.8K +1,683 +19%
WT
140
Washington Trust
Rhode Island
$345K
HI
141
Harbour Investments
Wisconsin
$343K +$69.2K +1,981 +24%
SPIA
142
Steward Partners Investment Advisory
New York
$326K +$43.6K +1,248 +15%
TC
143
Trust Company
Kansas
$325K -$8.25K -236 -2%
FPF
144
First Pacific Financial
Washington
$317K
PSCM
145
Per Stirling Capital Management
Texas
$312K +$23.9K +685 +8%
MDCM
146
Morgan Dempsey Capital Management
Wisconsin
$301K -$170K -4,855 -35%
CW
147
CIC Wealth
Maryland
$301K
CAL
148
Capital Analysts LLC
Pennsylvania
$294K -$4.82K -138 -2%
DBT
149
Dubuque Bank & Trust
Iowa
$287K +$298K +8,531 New
FA
150
Fountainhead AM
New Jersey
$281K +$34.1K +976 +13%