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Nuveen ESG Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
151
Tortoise Investment Management
New York
$25K
GWM
152
Geneos Wealth Management
Colorado
$24K
HA
153
Herold Advisors
New York
$22.8K +$22.5K +600 New
MIFH
154
Migdal Insurance & Financial Holdings
Israel
$22K
Citigroup
155
Citigroup
New York
$10K -$10.7K -284 -53%
AWM
156
AllSquare Wealth Management
New York
$6K +$5.86K +156 New
COCM
157
Charter Oak Capital Management
New Hampshire
$5K +$5K +133 New
SWM
158
Spire Wealth Management
Virginia
$3K
NWM
159
Navigation Wealth Management
Colorado
$2K
MIM
160
Macroview Investment Management
Maryland
$1K +$225 +6 +40%
WIM
161
Westside Investment Management
California
$30 +$11.3K +300 +60%
PI
162
PFS Investments
Georgia
-$3.02M -77,582 Closed
Wealth Enhancement Advisory Services
163
Wealth Enhancement Advisory Services
Minnesota
-$1.41M -37,357 Closed
FTUS
164
Flow Traders U.S.
New York
-$775K -19,930 Closed
SAS
165
Sage Advisory Services
Texas
-$721K -18,546 Closed
Jane Street
166
Jane Street
New York
-$615K -15,814 Closed
FHA
167
First Horizon Advisors
Tennessee
-$581K -14,950 Closed
GKWIM
168
Gerber Kawasaki Wealth & Investment Management
California
-$295K -7,599 Closed
SI
169
Stephens Inc
Arkansas
-$258K -6,626 Closed
PCA
170
Personal Capital Advisors
California
-$254K -6,535 Closed
CA
171
Cornerstone Advisory
Maryland
-$214K -5,500 Closed
PWP
172
Personal Wealth Partners
Minnesota
-$201K -5,170 Closed
EFS
173
Essex Financial Services
Connecticut
-$201K -5,160 Closed
CA
174
CoreCap Advisors
Michigan
-$106K -2,720 Closed
Wells Fargo
175
Wells Fargo
California
-$87.3K -2,322 Closed