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Nuveen ESG Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
151
Bessemer Group
New Jersey
$144K
PA
152
Parallel Advisors
California
$129K +$36.4K +1,065 +34%
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$127K
CFD
154
Creative Financial Designs
Indiana
$125K +$5.54K +162 +4%
GRP
155
Global Retirement Partners
California
$105K +$2.29K +67 +2%
FA
156
Flagstar Advisors
New York
$101K +$112K +3,287 New
Fidelity Investments
157
Fidelity Investments
Massachusetts
$85K +$66.2K +1,938 +238%
WFA
158
Wipfli Financial Advisors
Wisconsin
$84K +$92.6K +2,708 New
HGERS
159
Householder Group Estate & Retirement Specialist
Arizona
$84K +$93.6K +2,738 New
KFI
160
Key Financial Inc
Pennsylvania
$68K
AWM
161
Atticus Wealth Management
Florida
$61K
OPW
162
Oxler Private Wealth
New York
$56.5K +$17.1K +500 New
WFA
163
Wells Financial Advisors
Massachusetts
$51K +$6.84K +200 +14%
AIC
164
Archer Investment Corporation
Indiana
$47.9K
National Bank of Canada
165
National Bank of Canada
Quebec, Canada
$38K +$4.79K +140 +11%
ME
166
McIlrath & Eck
Washington
$36K
TIM
167
Tortoise Investment Management
New York
$21K
GWM
168
Geneos Wealth Management
Colorado
$20K
MIFH
169
Migdal Insurance & Financial Holdings
Israel
$18K
Citigroup
170
Citigroup
New York
$8K
CCM
171
Covington Capital Management
California
$8K
FWM
172
Focused Wealth Management
New York
$7K +$7.35K +215 New
EC
173
Estate Counselors
Wisconsin
$6K +$6.67K +195 New
AWM
174
AllSquare Wealth Management
New York
$5K
CPFP
175
Clear Perspectives Financial Planning
Ohio
$3K -$53.7K -1,570 -95%