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Nuveen ESG Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFM
176
Wolff Financial Management
Michigan
$368K – – –
TWC
177
TD Waterhouse Canada
Ontario, Canada
$367K -$49 -1 -0%
SFA
178
Sequoia Financial Advisors
Ohio
$357K +$353K +7,150 New
MWM
179
McCartney Wealth Management
Missouri
$345K -$346 -7 -0.1%
XT
180
XTX Topco
Cayman Islands
$344K +$51.7K +1,047 +18%
RP
181
Riverwater Partners
Wisconsin
$340K -$6.42K -130 -2%
KLI
182
Kelman-Lazarov Inc
Tennessee
$332K -$23.9K -484 -7%
WAP
183
Wealthcare Advisory Partners
Pennsylvania
$324K -$8.8K -178 -3%
SAI
184
Savvy Advisors Inc
New York
$324K -$86.3K -1,746 -21%
SFG
185
Snider Financial Group
Washington
$323K – – –
JWM
186
JGP Wealth Management
Oregon
$317K +$12K +243 +4%
MCM
187
MAI Capital Management
Ohio
$316K +$8.8K +178 +3%
CFG
188
Compton Financial Group
Maryland
$316K +$2.47K +50 +0.8%
AAS
189
Ameritas Advisory Services
Nebraska
$308K +$13.7K +277 +5%
WA
190
Winter & Associates
Minnesota
$306K +$303K +6,124 New
MSA
191
Marino Stram & Associates
Massachusetts
$305K – – –
TF
192
Trek Financial
Arizona
$303K -$117K -2,377 -28%
RW
193
Rede Wealth
Virginia
$302K +$12.1K +245 +4%
TIM
194
Tortoise Investment Management
New York
$301K – – –
FWM
195
Focused Wealth Management
New York
$301K +$297K +6,014 New
LWA
196
Lifelong Wealth Advisors
Minnesota
$293K -$25.9K -524 -8%
KFP
197
Keener Financial Planning
Texas
$289K +$42.2K +853 +17%
CBA
198
Coastal Bridge Advisors
Connecticut
$286K +$282K +5,715 New
LFG
199
Lockerman Financial Group
California
$283K -$138K -2,790 -33%
CAM
200
Carret Asset Management
New York
$272K – – –