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Nuveen ESG Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Chicago Wealth Management
Illinois
$258K +$16.6K +458 +7%
IA
52
IFP Advisors
Florida
$252K -$4.72K -130 -2%
EWA
53
ERTS Wealth Advisors
Michigan
$243K -$15.4K -423 -6%
AAS
54
Avantax Advisory Services
Texas
$222K +$220K +6,066 New
ECM
55
Evergreen Capital Management
Washington
$221K +$221K +6,082 New
SPIA
56
Steward Partners Investment Advisory
New York
$220K +$124K +3,423 +129%
RG
57
Retirement Group
California
$87K +$12.4K +341 +17%
PA
58
Parallel Advisors
California
$86K
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$71K
Bessemer Group
60
Bessemer Group
New Jersey
$63K
SFP
61
Sterling Financial Planning
New Jersey
$53K +$21.8K +599 +68%
PCG
62
Private Capital Group
Connecticut
$51K
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$38K +$35.6K +980 +1,581%
HI
64
Harbour Investments
Wisconsin
$31K -$17.3K -476 -36%
BMD
65
Better Money Decisions
New Mexico
$25K
AWA
66
Arkadios Wealth Advisors
Georgia
$22K +$22.9K +630 New
GWM
67
Geneos Wealth Management
Colorado
$18K
BAM
68
Baldrige Asset Management
Pennsylvania
$17K +$17.5K +481 New
IWP
69
IAG Wealth Partners
Wisconsin
$16K
RBA
70
Richard Bernstein Advisors
New York
$4K +$3.78K +104 New
AF
71
Advisornet Financial
Minnesota
$3K +$726 +20 +30%
GRP
72
Global Retirement Partners
California
$2K +$2.36K +65 New
Creative Planning
73
Creative Planning
Kansas
-$2.82M -82,031 Closed
SFS
74
Sowell Financial Services
Arkansas
-$589K -15,861 Closed
RW
75
RVW Wealth
California
-$36 -1 -0%