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Nuveen ESG Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
126
Lake Street Private Wealth
Illinois
$581K
US Bancorp
127
US Bancorp
Minnesota
$551K -$39K -1,062 -7%
KLI
128
Kelman-Lazarov Inc
Tennessee
$543K +$7.38K +201 +1%
Legacy Financial Group (Iowa)
129
Legacy Financial Group (Iowa)
Iowa
$494K +$467K +12,714 New
DADC
130
D.A. Davidson & Co
Montana
$493K -$18.3K -499 -4%
IFWM
131
Institute for Wealth Management
Colorado
$489K -$24.6K -669 -5%
BMD
132
Better Money Decisions
New Mexico
$474K +$16K +436 +4%
DI
133
DDFG Inc
California
$473K -$26.1K -712 -6%
FBFS
134
First Business Financial Services
Wisconsin
$460K +$7.38K +201 +2%
BSW
135
Buckingham Strategic Wealth
Missouri
$460K +$74.8K +2,036 +21%
RFA
136
RTD Financial Advisors
Pennsylvania
$456K -$20.5K -559 -5%
OA
137
Operose Advisors
Wisconsin
$455K +$98.6K +2,686 +30%
Wealth Enhancement Advisory Services
138
Wealth Enhancement Advisory Services
Minnesota
$449K +$75K +2,042 +21%
SAS
139
Sage Advisory Services
Texas
$447K
PI
140
PFG Investments
New York
$446K +$422K +11,482 New
CAL
141
Capital Analysts LLC
Pennsylvania
$445K +$90.2K +2,456 +27%
CCM
142
Colorado Capital Management
Colorado
$443K
Truist Financial
143
Truist Financial
North Carolina
$438K -$613K -16,689 -60%
PFBT
144
Parkside Financial Bank & Trust
Missouri
$421K
WT
145
Washington Trust
Rhode Island
$399K
WFAG
146
Wescott Financial Advisory Group
Pennsylvania
$395K -$32.9K -896 -8%
CTC
147
Central Trust Company
Missouri
$389K +$58K +1,581 +19%
KAS
148
Kestra Advisory Services
Texas
$382K +$16.8K +457 +5%
SPIA
149
Steward Partners Investment Advisory
New York
$381K
AAS
150
Avantax Advisory Services
Texas
$377K +$17.1K +465 +5%