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Nuveen ESG Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MG
201
Mather Group
Illinois
$152K +$108K +2,735 +303%
KFP
202
Keener Financial Planning
Texas
$151K
BFPW
203
BOK Financial Private Wealth
Colorado
$147K -$110K -2,770 -44%
CA
204
CoreCap Advisors
Michigan
$128K +$12.4K +312 +11%
FFA
205
Farther Finance Advisors
California
$120K
Citigroup
206
Citigroup
New York
$119K +$63K +1,592 +126%
CIA
207
Cape Investment Advisory
Georgia
$108K +$103K +2,590 New
VAG
208
VisionPoint Advisory Group
Texas
$102K +$11K +279 +13%
GRP
209
Global Retirement Partners
California
$95.7K -$7.96K -201 -8%
ACA
210
Atlas Capital Advisors
Wyoming
$95.3K
ME
211
McIlrath & Eck
Washington
$90.8K
TFM
212
TFC Financial Management
Massachusetts
$87.5K +$83.1K +2,098 New
MIA
213
Milestone Investment Advisors
Wisconsin
$85.9K
PTC
214
Private Trust Company
Ohio
$84.9K -$81.2K -2,050 -50%
CFD
215
Creative Financial Designs
Indiana
$81.4K
ACA
216
Aptus Capital Advisors
Alabama
$67.6K +$64.2K +1,621 New
JIP
217
Jaffetilchin Investment Partners
Florida
$52.7K +$50K +1,263 New
FRA
218
Front Row Advisors
California
$48.2K +$3.96K +100 +9%
CTA
219
Colonial Trust Advisors
South Carolina
$45.9K
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$43K
IAIM
221
International Assets Investment Management
Florida
$37.5K
DI
222
DAGCO Inc
Ohio
$35.9K +$475 +12 +1%
National Bank of Canada
223
National Bank of Canada
Quebec, Canada
$29.7K
KB
224
Kimelman & Baird
New York
$27.6K
NCM
225
Northwest Capital Management
Oregon
$25.3K