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Nuveen ESG Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TF
151
Trek Financial
Arizona
$272K +$33.4K +955 +13%
PWM
152
Penobscot Wealth Management
Maine
$266K +$909 +26 +0.3%
KAS
153
Kestra Advisory Services
Texas
$264K -$60.5K -1,731 -18%
IWC
154
Integrated Wealth Concepts
Massachusetts
$262K
RZH
155
Relyea Zuckerberg Hanson
Connecticut
$262K +$55.6K +1,592 +26%
TWC
156
TD Waterhouse Canada
Ontario, Canada
$256K +$1.54K +44 +0.8%
WAP
157
Wealthcare Advisory Partners
Pennsylvania
$255K
CA
158
Cetera Advisors
Colorado
$253K +$3.04K +87 +1%
CA
159
CGN Advisors
Kansas
$250K +$10.7K +306 +4%
SWP
160
Stratos Wealth Partners
Ohio
$249K +$259K +7,409 New
Jane Street
161
Jane Street
New York
$242K -$609K -17,422 -71%
ECM
162
Evergreen Capital Management
Washington
$234K
RW
163
RVW Wealth
California
$233K +$1.12K +32 +0.5%
VCP
164
Verus Capital Partners
Arizona
$232K +$3.74K +107 +2%
Baird Financial Group
165
Baird Financial Group
Wisconsin
$213K
AWS
166
Atria Wealth Solutions
New York
$212K +$3.18K +91 +1%
PFGIA
167
Patriot Financial Group Insurance Agency
Massachusetts
$211K
TIM
168
Tortoise Investment Management
New York
$204K
BFPW
169
BOK Financial Private Wealth
Colorado
$196K
ACA
170
Atlas Capital Advisors
Wyoming
$193K -$34.5K -986 -15%
Qube Research & Technologies (QRT)
171
Qube Research & Technologies (QRT)
United Kingdom
$158K +$164K +4,698 New
MFA
172
McClarren Financial Advisors
Pennsylvania
$153K
OA
173
Operose Advisors
Wisconsin
$147K +$100K +2,870 +189%
Wells Fargo
174
Wells Fargo
California
$140K +$75.2K +2,150 +106%
Bessemer Group
175
Bessemer Group
New Jersey
$139K