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Nuveen ESG Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFPW
251
BOK Financial Private Wealth
Colorado
$16.8K
BlackRock
252
BlackRock
New York
$13.3K +$12.5K +255 New
WIM
253
Westside Investment Management
California
$13K
Citigroup
254
Citigroup
New York
$10.7K +$394 +8 +4%
IAIM
255
International Assets Investment Management
Florida
$6.28K
Vanguard Advisers Inc
256
Vanguard Advisers Inc
Pennsylvania
$6.2K +$2.07K +42 +55%
SGFG
257
Silver Grove Financial Group
New York
$4.07K +$3.84K +78 New
NS
258
NBC Securities
Alabama
$3.7K
AWM
259
AE Wealth Management
Kansas
$3.49K
LF
260
LifeSteps Financial
California
$2.61K +$2.46K +50 New
PWA
261
Provenance Wealth Advisors
Florida
$2.19K
PWAM
262
Private Wealth Asset Management
Iowa
$1.56K +$1.48K +30 New
Russell Investments Group
263
Russell Investments Group
United Kingdom
$1.41K +$1.33K +27 New
EWA
264
EverSource Wealth Advisors
Alabama
$1.09K
HFS
265
Hantz Financial Services
Michigan
$1K
DCM
266
Davis Capital Management
Florida
$521
BWL
267
Bogart Wealth LLC
Virginia
$365
HNB
268
Huntington National Bank
Ohio
$52
XPN
269
XY Planning Network
Montana
-$2.3M -50,553 Closed
WP
270
WealthShield Partners
North Carolina
-$1.47M -32,555 Closed
NCM
271
Neumann Capital Management
California
-$1.06M -23,519 Closed
AA
272
Addison Advisors
Vermont
-$840K -18,645 Closed
IAA
273
Independent Advisor Alliance
North Carolina
-$802K -17,797 Closed
GSEP
274
Golden State Equity Partners
California
-$514K -11,401 Closed
LA
275
LexAurum Advisors
Kansas
-$330K -7,326 Closed