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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
$482M +$22.7M +605,066 +5%
TF
2
TIAA FSB
Florida
$151M +$13.4M +357,699 +10%
JP Morgan Chase
3
JP Morgan Chase
New York
$50.8M +$7.83M +208,316 +18%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$36.2M -$2.82M -75,074 -7%
Morgan Stanley
5
Morgan Stanley
New York
$33.3M -$11.8M -314,942 -26%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$32.2M +$31.8M +846,101 New
UBS Group
7
UBS Group
Switzerland
$31.3M +$8.52M +226,716 +38%
PWPCM
8
Perella Weinberg Partners Capital Management
New York
$29.9M +$29.6M +786,421 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$25.1M +$1.29M +34,313 +5%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$23.8M -$70.7K -1,882 -0.3%
LPL Financial
11
LPL Financial
California
$19.1M +$4.1M +109,145 +28%
Lido Advisors
12
Lido Advisors
California
$18M +$11.6M +307,949 +186%
MD
13
Money Design
Japan
$13.1M -$3.7M -98,495 -22%
LWP
14
Laurel Wealth Planning
Minnesota
$12.7M +$7.16M +190,504 +132%
HighTower Advisors
15
HighTower Advisors
Illinois
$11.5M +$961K +25,564 +9%
SA
16
Stewardship Advisors
Pennsylvania
$10.5M -$1.35M -35,845 -11%
Ameriprise
17
Ameriprise
Minnesota
$10.2M +$3.71M +98,820 +58%
EWM
18
Empirical Wealth Management
Washington
$8.92M +$1.48M +39,466 +20%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$7.02M +$2.06M +54,923 +42%
BPA
20
Beacon Pointe Advisors
California
$6.46M +$2.95M +78,460 +86%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$5.95M +$873K +23,240 +17%
SHGA
22
Sand Hill Global Advisors
California
$5.8M +$3.32M +88,232 +137%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$5.08M +$342K +9,106 +7%
NCM
24
Northland Capital Management
Minnesota
$5.06M +$652K +17,359 +15%
AAS
25
Ameritas Advisory Services
Nebraska
$4.79M +$2.06M +54,934 +77%