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Nuveen ESG Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SF
201
Summit Financial
New Jersey
$265K +$262K +5,300 New
IFG
202
Independent Financial Group
California
$263K +$260K +5,268 New
OCA
203
OpenArc Corporate Advisory
Georgia
$261K – – –
FTWA
204
Fifth Third Wealth Advisors
Ohio
$260K +$258K +5,211 New
ACP
205
Argyle Capital Partners
California
$258K – – –
EWA
206
EQ Wealth Advisors
Texas
$257K – – –
OAM
207
Occidental Asset Management
California
$253K – – –
VPF
208
Vantage Point Financial
Illinois
$251K – – –
SA
209
Stewardship Advisors
Pennsylvania
$245K – – –
APP
210
Avantax Planning Partners
Iowa
$243K -$1.93K -39 -0.8%
WF
211
Warner Financial
Maryland
$238K +$235K +4,761 New
RA
212
RFG Advisory
Alabama
$237K -$297K -6,008 -56%
DWM
213
Denver Wealth Management
Colorado
$237K +$99 +2 +0%
IFWM
214
Institute for Wealth Management
Colorado
$234K +$232K +4,686 New
KFI
215
Key Financial Inc
Pennsylvania
$234K – – –
UBS AM
216
UBS AM
Illinois
$226K – – –
CAWM
217
Capital Advisors Wealth Management
Washington
$225K – – –
CA
218
Crane Advisory
California
$225K +$216K +4,364 New
FG
219
Foster Group
Iowa
$225K -$1.98K -40 -0.9%
SAG
220
Sentinel Advisory Group
Wisconsin
$222K -$7.17K -145 -3%
RZH
221
Relyea Zuckerberg Hanson
Connecticut
$220K -$37.2K -752 -15%
FWM
222
Fingerlakes Wealth Management
New York
$220K +$218K +4,402 New
AA
223
Aire Advisors
California
$218K +$215K +4,355 New
OFS
224
OneAscent Financial Services
Alabama
$212K -$11.9K -240 -5%
HAG
225
HighPoint Advisor Group
Illinois
$211K +$208K +4,216 New