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Nuveen ESG Large-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$469M +$29.2M +748,096 +7%
TF
2
TIAA FSB
Florida
$140M +$1.22M +31,245 +0.9%
Morgan Stanley
3
Morgan Stanley
New York
$46.3M +$7.17M +183,797 +18%
JP Morgan Chase
4
JP Morgan Chase
New York
$43.8M +$44M +1,127,457 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$39.9M +$3.82M +97,851 +11%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$27.4M
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$24.4M +$2.18M +55,831 +10%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$24.3M -$1.28M -32,916 -5%
UBS Group
9
UBS Group
Switzerland
$23.2M +$1.03M +26,344 +5%
MD
10
Money Design
Japan
$17.2M +$17.2M +442,190 +28,040%
LPL Financial
11
LPL Financial
California
$15.3M +$6.8M +174,434 +79%
SA
12
Stewardship Advisors
Pennsylvania
$12.1M +$2.94M +75,355 +32%
HighTower Advisors
13
HighTower Advisors
Illinois
$10.8M -$4.31M -110,487 -28%
EWM
14
Empirical Wealth Management
Washington
$7.58M +$669K +17,143 +10%
RJA
15
Raymond James & Associates
Florida
$7.15M -$362K -9,276 -5%
Ameriprise
16
Ameriprise
Minnesota
$6.62M +$3.74M +95,911 +129%
Lido Advisors
17
Lido Advisors
California
$6.42M +$3.54M +90,841 +122%
LWP
18
Laurel Wealth Planning
Minnesota
$5.59M +$4.56M +116,875 +432%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$5.18M +$21.8K +559 +0.4%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$5.04M +$683K +17,522 +16%
APP
21
Avantax Planning Partners
Iowa
$4.87M +$236K +6,057 +5%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$4.83M +$1.01M +25,814 +26%
CPFP
23
Clear Perspectives Financial Planning
Ohio
$4.55M +$4.27M +109,402 +1,423%
NCM
24
Northland Capital Management
Minnesota
$4.5M +$4.51M +115,744 New
RC
25
RegentAtlantic Capital
New Jersey
$4.16M -$38.4K -984 -0.9%