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Nuveen ESG Mid-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
76
Institute for Wealth Management
Colorado
$276K +$264K +5,877 New
Jane Street
77
Jane Street
New York
$266K +$254K +5,666 New
TRCT
78
Tower Research Capital (TRC)
New York
$263K +$81.2K +1,810 +48%
FWP
79
Falcon Wealth Planning
California
$258K -$8.97K -200 -4%
PFW
80
Petros Family Wealth
Minnesota
$257K -$44K -981 -15%
SWP
81
Stratos Wealth Partners
Ohio
$257K +$4.35K +97 +2%
AA
82
Aire Advisors
California
$251K
IAG
83
Ipsen Advisor Group
Arkansas
$245K +$8.16K +182 +4%
KF
84
Kelsey Financial
California
$240K -$2.33K -52 -1%
ML
85
McAdam LLC
Pennsylvania
$229K -$5.11K -114 -2%
MML Investors Services
86
MML Investors Services
Massachusetts
$220K +$210K +4,678 New
PA
87
PFG Advisors
Arizona
$213K +$203K +4,533 New
MFGM
88
Marshall Financial Group (Maryland)
Maryland
$204K +$194K +4,336 New
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$169K -$12.2K -271 -7%
CPG
90
Cornerstone Planning Group
New Jersey
$159K
EWA
91
EP Wealth Advisors
California
$155K +$148K +3,299 New
HNB
92
Huntington National Bank
Ohio
$150K
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$146K -$5.79K -129 -4%
MIM
94
Marshall Investment Management
Colorado
$103K +$11.6K +258 +13%
HAP
95
Harbor Asset Planning
Massachusetts
$96.7K
OSAM
96
O'Shaughnessy Asset Management
Connecticut
$89.8K -$7.44K -166 -8%
UBS AM
97
UBS AM
Illinois
$80.9K
AF
98
Advisornet Financial
Minnesota
$73K +$38.8K +866 +126%
UB
99
UMB Bank
Missouri
$64.9K
US Bancorp
100
US Bancorp
Minnesota
$63.2K