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Nuveen ESG Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
151
Avantax Advisory Services
Texas
$331K -$52.9K -1,547 -14%
OA
152
Operose Advisors
Wisconsin
$324K +$158K +4,637 +106%
CAL
153
Capital Analysts LLC
Pennsylvania
$323K +$7.58K +222 +3%
CW
154
CIC Wealth
Maryland
$322K
CA
155
Cetera Advisors
Colorado
$315K +$42.1K +1,232 +16%
FA
156
Fountainhead AM
New Jersey
$305K +$4.48K +131 +2%
GVAG
157
Great Valley Advisor Group
Delaware
$304K +$289K +8,466 New
CTC
158
Central Trust Company
Missouri
$303K -$84.8K -2,482 -23%
LWP
159
Laurel Wealth Planning
Minnesota
$300K -$9.65M -282,317 -97%
PWM
160
Penobscot Wealth Management
Maine
$291K +$6.73K +197 +2%
MDCM
161
Morgan Dempsey Capital Management
Wisconsin
$279K -$40.1K -1,175 -13%
WAP
162
Wealthcare Advisory Partners
Pennsylvania
$272K
TF
163
Trek Financial
Arizona
$266K -$23.6K -691 -9%
ML
164
McAdam LLC
Pennsylvania
$265K +$252K +7,387 New
SWP
165
Stratos Wealth Partners
Ohio
$262K -$4K -117 -2%
IWC
166
Integrated Wealth Concepts
Massachusetts
$260K -$18.4K -539 -7%
OBWG
167
Onyx Bridge Wealth Group
New York
$257K -$810K -23,715 -77%
HSWS
168
Higgins & Schmidt Wealth Strategies
Colorado
$253K +$241K +7,056 New
RZH
169
Relyea Zuckerberg Hanson
Connecticut
$252K -$26.5K -775 -10%
RW
170
RVW Wealth
California
$251K +$1.47K +43 +0.6%
ECM
171
Evergreen Capital Management
Washington
$250K
Cerity Partners
172
Cerity Partners
New York
$247K +$235K +6,874 New
CPIG
173
Chicago Partners Investment Group
Illinois
$234K +$224K +6,569 New
CA
174
CGN Advisors
Kansas
$232K -$34.1K -999 -13%
Baird Financial Group
175
Baird Financial Group
Wisconsin
$228K