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Nuveen ESG Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
126
US Bancorp
Minnesota
$619K +$40.7K +1,028 +7%
WFAG
127
Wescott Financial Advisory Group
Pennsylvania
$618K -$11.7K -295 -2%
OBWG
128
Onyx Bridge Wealth Group
New York
$608K +$182K +4,597 +46%
DADC
129
D.A. Davidson & Co
Montana
$607K +$43.2K +1,090 +8%
LFA
130
Legacy Financial Advisors
Kentucky
$572K +$84.2K +2,127 +18%
MWM
131
Modera Wealth Management
New Jersey
$548K -$67.7K -1,709 -12%
EPP
132
ETF Portfolio Partners
Kansas
$534K +$507K +12,802 New
SWM
133
SeaCrest Wealth Management
New York
$525K
APP
134
Avantax Planning Partners
Iowa
$523K -$3.2M -80,906 -87%
CAL
135
Capital Analysts LLC
Pennsylvania
$522K -$356 -9 -0.1%
LWP
136
Laurel Wealth Planning
Minnesota
$505K
Truist Financial
137
Truist Financial
North Carolina
$495K +$2.65K +67 +0.6%
Legacy Financial Group (Iowa)
138
Legacy Financial Group (Iowa)
Iowa
$486K +$7.41K +187 +2%
DI
139
DDFG Inc
California
$482K +$2.18K +55 +0.5%
SPIA
140
Steward Partners Investment Advisory
New York
$466K +$42.9K +1,084 +11%
RFA
141
RTD Financial Advisors
Pennsylvania
$460K +$33.7K +850 +8%
PI
142
PFG Investments
New York
$455K +$5.42K +137 +1%
Cerity Partners
143
Cerity Partners
New York
$453K +$158K +3,996 +58%
IWC
144
Integrated Wealth Concepts
Massachusetts
$452K +$121K +3,055 +39%
CWS
145
Confluence Wealth Services
Pennsylvania
$441K +$22.8K +575 +6%
LA
146
LexAurum Advisors
Kansas
$441K +$190K +4,796 +83%
Wealth Enhancement Advisory Services
147
Wealth Enhancement Advisory Services
Minnesota
$434K -$75.4K -1,904 -15%
WT
148
Washington Trust
Rhode Island
$428K
EWA
149
Emergent Wealth Advisors
New York
$423K
ML
150
McAdam LLC
Pennsylvania
$418K +$39.7K +1,003 +11%