We are live on ! Find out more
NULV icon

Nuveen ESG Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CRFG
176
Columbia River Financial Group
Washington
$358K
MWM
177
Modera Wealth Management
New Jersey
$355K -$17.3K -370 -5%
BCI
178
Brinker Capital Investments
Pennsylvania
$355K +$11.4K +245 +3%
PWM
179
Perigon Wealth Management
California
$353K +$54.2K +1,162 +18%
IWA
180
Inspirion Wealth Advisors
Illinois
$352K -$1.73K -37 -0.5%
CWM
181
Clearview Wealth Management
California
$351K +$360K +7,705 New
JBA
182
Johnson Bixby & Associates
Washington
$345K -$103K -2,217 -23%
PFBT
183
Parkside Financial Bank & Trust
Missouri
$344K
Creative Planning
184
Creative Planning
Kansas
$339K
OBWG
185
Onyx Bridge Wealth Group
New York
$339K
WFM
186
Wolff Financial Management
Michigan
$335K
TWC
187
TD Waterhouse Canada
Ontario, Canada
$335K +$22.6K +484 +7%
Legacy Financial Group (Iowa)
188
Legacy Financial Group (Iowa)
Iowa
$330K -$23.6K -505 -7%
KLI
189
Kelman-Lazarov Inc
Tennessee
$324K
RP
190
Riverwater Partners
Wisconsin
$316K +$18.6K +398 +6%
MWM
191
McCartney Wealth Management
Missouri
$314K
Lido Advisors
192
Lido Advisors
California
$307K -$7.47K -160 -2%
WAP
193
Wealthcare Advisory Partners
Pennsylvania
$303K
SFG
194
Snider Financial Group
Washington
$294K +$73.3K +1,570 +32%
LWA
195
Lifelong Wealth Advisors
Minnesota
$290K
CFG
196
Compton Financial Group
Maryland
$285K -$4.85K -104 -2%
MCM
197
MAI Capital Management
Ohio
$280K
MSA
198
Marino Stram & Associates
Massachusetts
$278K -$7.37K -158 -3%
JWM
199
JGP Wealth Management
Oregon
$277K +$1.45K +31 +0.5%
ATPW
200
Ashton Thomas Private Wealth
Arizona
$277K +$793 +17 +0.3%