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Nuveen ESG Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Legacy Financial Group (Iowa)
176
Legacy Financial Group (Iowa)
Iowa
$367K -$113K -2,519 -25%
LPAM
177
Lodestar Private Asset Management
California
$355K
CRFG
178
Columbia River Financial Group
Washington
$355K -$357 -8 -0.1%
AAS
179
Ameritas Advisory Services
Nebraska
$355K +$352K +7,880 New
IWA
180
Inspirion Wealth Advisors
Illinois
$350K +$347K +7,775 New
WWM
181
Western Wealth Management
Colorado
$345K +$62.9K +1,408 +23%
PFBT
182
Parkside Financial Bank & Trust
Missouri
$341K -$78.5K -1,758 -19%
BCI
183
Brinker Capital Investments
Pennsylvania
$340K +$56.8K +1,271 +20%
Creative Planning
184
Creative Planning
Kansas
$335K -$104K -2,334 -24%
OBWG
185
Onyx Bridge Wealth Group
New York
$335K -$4.96K -111 -1%
WFM
186
Wolff Financial Management
Michigan
$332K +$5.27K +118 +2%
SWP
187
Stratos Wealth Partners
Ohio
$322K +$1.56K +35 +0.5%
KLI
188
Kelman-Lazarov Inc
Tennessee
$321K +$13.4K +299 +4%
Lido Advisors
189
Lido Advisors
California
$311K +$309K +6,911 New
MWM
190
McCartney Wealth Management
Missouri
$311K +$308K +6,904 New
TWC
191
TD Waterhouse Canada
Ontario, Canada
$308K +$31.6K +708 +12%
WAP
192
Wealthcare Advisory Partners
Pennsylvania
$300K
TIM
193
Tortoise Investment Management
New York
$298K
PWM
194
Perigon Wealth Management
California
$298K +$3.17K +71 +1%
RP
195
Riverwater Partners
Wisconsin
$295K +$12.3K +276 +4%
RWM
196
RMG Wealth Management
Wisconsin
$288K +$131K +2,924 New
LWA
197
Lifelong Wealth Advisors
Minnesota
$287K
CFG
198
Compton Financial Group
Maryland
$287K +$284K +6,366 New
MSA
199
Marino Stram & Associates
Massachusetts
$282K -$810K -18,139 -74%
MCM
200
MAI Capital Management
Ohio
$277K -$24.7K -552 -8%