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Nuveen ESG Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
26
Brio Consultants
California
$271K +$263K +9,438 New
RJT
27
Raymond James Trust
Florida
$266K +$258K +9,253 New
HighTower Advisors
28
HighTower Advisors
Illinois
$259K +$15.1K +541 +6%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$246K
NA
30
NewEdge Advisors
Louisiana
$235K
RJFSA
31
Raymond James Financial Services Advisors
Florida
$235K +$228K +8,184 New
AIM
32
Acropolis Investment Management
Missouri
$230K
SCM
33
Stordahl Capital Management
Colorado
$228K +$215K +7,706 New
EFSCE
34
Enterprise Financial Services Corp (EFSC)
Missouri
$212K +$206K +7,391 New
UB
35
UMB Bank
Missouri
$200K +$194K +6,967 New
ASN
36
Advisory Services Network
Georgia
$175K +$170K +6,090 New
FANJ
37
Financial Architects (New Jersey)
New Jersey
$167K +$26.3K +944 +19%
Bessemer Group
38
Bessemer Group
New Jersey
$166K
LGWM
39
Litman Gregory Wealth Management
California
$114K
HNB
40
Huntington National Bank
Ohio
$76K
MWM
41
Mascoma Wealth Management
New Hampshire
$58K
APA
42
American Portfolios Advisors
New York
$55.7K +$808 +29 +2%
GSWM
43
Golden State Wealth Management
California
$52K +$50.6K +1,818 New
LFG
44
LifePlan Financial Group
Ohio
$46K
WF
45
WealthTrust Fairport
Ohio
$35K +$9.72K +349 +40%
Citigroup
46
Citigroup
New York
$27K +$23.8K +855 +855%
BCI
47
Brinker Capital Investments
Pennsylvania
$25K -$251 -9 -1%
AIM
48
Advantage Investment Management
Iowa
$22K
AG
49
Advisor Group
Arizona
$18K -$106K -3,816 -86%
CI
50
CX Institutional
Indiana
$18K