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Nuveen ESG Large-Cap Value ETF
NULV

Name Holding Trade Value Shares
Change 		Change in
Stake
TWC
176
TD Waterhouse Canada
Ontario, Canada
$367K -$49 -1 -0%
SFA
177
Sequoia Financial Advisors
Ohio
$357K +$353K +7,150 New
MWM
178
McCartney Wealth Management
Missouri
$345K -$346 -7 -0.1%
XT
179
XTX Topco
Cayman Islands
$344K +$51.7K +1,047 +18%
RP
180
Riverwater Partners
Wisconsin
$340K -$6.42K -130 -2%
KLI
181
Kelman-Lazarov Inc
Tennessee
$332K -$23.9K -484 -7%
WAP
182
Wealthcare Advisory Partners
Pennsylvania
$324K -$8.8K -178 -3%
SAI
183
Savvy Advisors Inc
New York
$324K -$86.3K -1,746 -21%
SFG
184
Snider Financial Group
Washington
$323K – – –
JWM
185
JGP Wealth Management
Oregon
$317K +$12K +243 +4%
MCM
186
MAI Capital Management
Ohio
$316K +$8.8K +178 +3%
CFG
187
Compton Financial Group
Maryland
$316K +$2.47K +50 +0.8%
AAS
188
Ameritas Advisory Services
Nebraska
$308K +$13.7K +277 +5%
WA
189
Winter & Associates
Minnesota
$306K +$303K +6,124 New
MSA
190
Marino Stram & Associates
Massachusetts
$305K – – –
TF
191
Trek Financial
Arizona
$303K -$117K -2,377 -28%
RW
192
Rede Wealth
Virginia
$302K +$12.1K +245 +4%
TIM
193
Tortoise Investment Management
New York
$301K – – –
FWM
194
Focused Wealth Management
New York
$301K +$297K +6,014 New
LWA
195
Lifelong Wealth Advisors
Minnesota
$293K -$25.9K -524 -8%
KFP
196
Keener Financial Planning
Texas
$289K +$42.2K +853 +17%
CBA
197
Coastal Bridge Advisors
Connecticut
$286K +$282K +5,715 New
LFG
198
Lockerman Financial Group
California
$283K -$138K -2,790 -33%
CAM
199
Carret Asset Management
New York
$272K – – –
SF
200
Summit Financial
New Jersey
$265K +$262K +5,300 New
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