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Nuveen ESG Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
126
Relative Value Partners Group
$562K +$562K +14,879 New
MWM
127
Modera Wealth Management
New Jersey
$561K -$16.3K -431 -3%
US Bancorp
128
US Bancorp
Minnesota
$522K -$13.4K -355 -3%
BMD
129
Better Money Decisions
New Mexico
$516K +$55K +1,455 +12%
DADC
130
D.A. Davidson & Co
Montana
$508K +$29.3K +776 +6%
SWM
131
SeaCrest Wealth Management
New York
$475K +$475K +12,574 New
CAL
132
Capital Analysts LLC
Pennsylvania
$473K +$40.6K +1,076 +9%
Wealth Enhancement Advisory Services
133
Wealth Enhancement Advisory Services
Minnesota
$465K +$28.5K +755 +7%
LWP
134
Laurel Wealth Planning
Minnesota
$457K +$141K +3,738 +45%
Truist Financial
135
Truist Financial
North Carolina
$446K +$19.3K +512 +5%
FBFS
136
First Business Financial Services
Wisconsin
$445K -$2.64K -70 -0.6%
LFA
137
Legacy Financial Advisors
Kentucky
$438K +$438K +11,589 New
DI
138
DDFG Inc
California
$434K -$25.8K -682 -6%
Legacy Financial Group (Iowa)
139
Legacy Financial Group (Iowa)
Iowa
$433K -$47.7K -1,263 -10%
CCM
140
Colorado Capital Management
Colorado
$430K
PFBT
141
Parkside Financial Bank & Trust
Missouri
$409K
PI
142
PFG Investments
New York
$407K -$26.5K -701 -6%
MW
143
Maia Wealth
Colorado
$399K +$387K +10,254 New
WT
144
Washington Trust
Rhode Island
$388K
JSW
145
Journey Strategic Wealth
New Jersey
$386K +$386K +10,218 New
RFA
146
RTD Financial Advisors
Pennsylvania
$385K -$58.9K -1,559 -13%
EWA
147
Emergent Wealth Advisors
New York
$383K +$111K +2,947 +41%
SPIA
148
Steward Partners Investment Advisory
New York
$382K +$10.6K +281 +3%
CWS
149
Confluence Wealth Services
Pennsylvania
$378K +$26.2K +694 +7%
OBWG
150
Onyx Bridge Wealth Group
New York
$377K +$17.5K +463 +5%