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Nuveen ESG Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$35K
WIM
202
Westside Investment Management
California
$34.1K
FCG
203
Financial Connections Group
California
$28K -$37.6K -1,100 -58%
EWA
204
EverSource Wealth Advisors
Alabama
$24.9K
NCM
205
Northwest Capital Management
Oregon
$21.8K
MIFH
206
Migdal Insurance & Financial Holdings
Israel
$21K
MIA
207
Milestone Investment Advisors
Wisconsin
$20.2K +$410 +12 +2%
SAM
208
Smartleaf Asset Management
Massachusetts
$16.3K +$15.5K +454 New
GWM
209
Geneos Wealth Management
Colorado
$16.1K -$5.06K -148 -25%
EWP
210
Elevation Wealth Partners
California
$14.3K +$14.5K +425 New
TRCT
211
Tower Research Capital (TRC)
New York
$14.3K -$1.09M -31,808 -99%
FHA
212
First Horizon Advisors
Tennessee
$12K +$1.88K +55 +20%
Citigroup
213
Citigroup
New York
$8.98K
PS
214
Principal Securities
Iowa
$7.54K +$7.17K +210 New
CHA
215
Carmichael Hill & Associates
Maryland
$7.08K
AWM
216
AllSquare Wealth Management
New York
$5.6K
NC
217
NewSquare Capital
Pennsylvania
$4.38K -$2.08K -61 -33%
DFA
218
DHJJ Financial Advisors
Illinois
$4K +$102 +3 +3%
IA
219
IFP Advisors
Florida
$2.15K
MIM
220
Macroview Investment Management
Maryland
$778 +$34 +1 +5%
DF
221
Dunhill Financial
United Kingdom
$108 +$102 +3 New
Goldman Sachs
222
Goldman Sachs
New York
-$1.21M -35,967 Closed
Citadel Advisors
223
Citadel Advisors
Florida
-$1.17M -34,704 Closed
FTUS
224
Flow Traders U.S.
New York
-$825K -24,571 Closed
RCS
225
Retirement Capital Strategies
California
-$575K -17,115 Closed