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Nuveen ESG Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
176
Stratos Wealth Partners
Ohio
$303K -$16.9K -425 -6%
TIM
177
Tortoise Investment Management
New York
$302K – – –
PWM
178
Penobscot Wealth Management
Maine
$300K +$42.6K +1,071 +18%
KLI
179
Kelman-Lazarov Inc
Tennessee
$286K – – –
RW
180
Rede Wealth
Virginia
$281K -$12.5K -315 -4%
WAP
181
Wealthcare Advisory Partners
Pennsylvania
$279K -$7.6K -191 -3%
DWA
182
Davis Wealth Advisors
New Hampshire
$277K – – –
FA
183
Fountainhead AM
New Jersey
$275K -$24.9K -626 -9%
Betterment LLC
184
Betterment LLC
New York
$272K +$258K +6,480 New
LWA
185
Lifelong Wealth Advisors
Minnesota
$267K – – –
KAS
186
Kestra Advisory Services
Texas
$264K -$116K -2,915 -32%
RZH
187
Relyea Zuckerberg Hanson
Connecticut
$264K -$28.7K -720 -10%
RP
188
Riverwater Partners
Wisconsin
$261K +$248K +6,230 New
TWC
189
TD Waterhouse Canada
Ontario, Canada
$257K +$15K +376 +7%
WWM
190
Western Wealth Management
Colorado
$256K -$398 -10 -0.2%
ECM
191
Evergreen Capital Management
Washington
$247K -$19.9K -500 -8%
APP
192
Avantax Planning Partners
Iowa
$246K -$207K -5,192 -47%
PWM
193
Perigon Wealth Management
California
$243K -$5.45K -137 -2%
MCM
194
MAI Capital Management
Ohio
$239K +$4.7K +118 +2%
HP
195
Hilltop Partners
Indiana
$237K +$225K +5,646 New
BCI
196
Brinker Capital Investments
Pennsylvania
$230K -$3.18K -80 -1%
CAM
197
Carret Asset Management
New York
$228K – – –
AWS
198
Atria Wealth Solutions
New York
$226K +$214K +5,386 New
DWM
199
Denver Wealth Management
Colorado
$225K +$213K +5,360 New
Comerica Bank
200
Comerica Bank
Texas
$218K +$79.6K +2,000 +62%