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Nuveen ESG Large-Cap Value ETF
NULV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
176
Stratos Wealth Partners
Ohio
$312K -$4.69K -110 -2%
TF
177
Trek Financial
Arizona
$311K -$11.6K -271 -4%
CAMV
178
Concord Asset Management (Virginia)
Virginia
$309K -$245K -5,739 -45%
KLI
179
Kelman-Lazarov Inc
Tennessee
$299K – – –
MCM
180
MAI Capital Management
Ohio
$294K +$42.8K +1,003 +18%
WAP
181
Wealthcare Advisory Partners
Pennsylvania
$292K – – –
TIM
182
Tortoise Investment Management
New York
$290K -$25.6K -600 -8%
FA
183
Fountainhead AM
New Jersey
$287K -$768 -18 -0.3%
PWM
184
Perigon Wealth Management
California
$286K +$31.6K +740 +13%
MA
185
Mutual Advisors
Nebraska
$282K +$272K +6,370 New
LWA
186
Lifelong Wealth Advisors
Minnesota
$280K – – –
TWP
187
Triad Wealth Partners
Kansas
$279K +$271K +6,361 New
VPF
188
Vantage Point Financial
Illinois
$279K +$271K +6,361 New
AFG
189
Atomi Financial Group
New York
$278K +$270K +6,338 New
RZH
190
Relyea Zuckerberg Hanson
Connecticut
$276K – – –
BCI
191
Brinker Capital Investments
Pennsylvania
$275K +$33.5K +785 +14%
RP
192
Riverwater Partners
Wisconsin
$275K +$1.49K +35 +0.6%
WWM
193
Western Wealth Management
Colorado
$274K +$6.36K +149 +2%
TWC
194
TD Waterhouse Canada
Ontario, Canada
$270K – – –
ECM
195
Evergreen Capital Management
Washington
$259K – – –
APP
196
Avantax Planning Partners
Iowa
$257K – – –
HP
197
Hilltop Partners
Indiana
$246K -$1.54K -36 -0.6%
HCA
198
Harpswell Capital Advisors
Maine
$243K +$237K +5,546 New
CAM
199
Carret Asset Management
New York
$239K – – –
DWM
200
Denver Wealth Management
Colorado
$237K +$1.75K +41 +0.8%
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