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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
$537M -$2.27M -60,014 -0.4%
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$143M +$18.5K +491 +0%
JP Morgan Chase
3
JP Morgan Chase
New York
$57.8M -$458K -12,125 -0.8%
Morgan Stanley
4
Morgan Stanley
New York
$42.4M +$4.65M +123,176 +12%
LPL Financial
5
LPL Financial
California
$39.2M -$1.31M -34,709 -3%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$36.5M +$716K +18,947 +2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$31.9M +$2.05M +54,180 +7%
UBS Group
8
UBS Group
Switzerland
$26.3M -$2.68M -71,037 -9%
FA
9
Forefront Analytics
Pennsylvania
$26M +$10.9M +288,663 +72%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$23.3M +$585K +15,490 +3%
MD
11
Money Design
Japan
$20.3M +$1.48M +39,168 +8%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$19.4M -$1.21M -31,969 -6%
EWM
13
Empirical Wealth Management
Washington
$14M -$503K -13,310 -3%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$12.8M +$2.16M +57,090 +19%
Envestnet Portfolio Solutions
15
Envestnet Portfolio Solutions
Illinois
$12M -$360K -9,534 -3%
Ameriprise
16
Ameriprise
Minnesota
$11.4M -$668K -17,679 -6%
AAS
17
Ameritas Advisory Services
Nebraska
$10.2M +$434K +11,489 +4%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$10.2M +$1.84M +48,653 +22%
OBWP
19
O'Brien Wealth Partners
Massachusetts
$10.1M +$685K +18,136 +7%
FEG
20
Fund Evaluation Group
Ohio
$8.99M +$40.9K +1,083 +0.5%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$8.78M +$589K +15,597 +7%
HighTower Advisors
22
HighTower Advisors
Illinois
$7.19M -$637K -16,876 -8%
Lido Advisors
23
Lido Advisors
California
$7.07M +$81.5K +2,157 +1%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$6.84M -$125K -3,296 -2%
MWM
25
Mission Wealth Management
California
$6.79M -$315K -8,346 -4%