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Nuveen ESG Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WT
26
Whittier Trust
California
$3.23M +$35K +793 +1%
FPF
27
First Pacific Financial
Washington
$3.05M +$781K +17,706 +34%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$2.52M
PPW
29
Parcion Private Wealth
Washington
$2.47M
Bank of New York Mellon
30
Bank of New York Mellon
New York
$2.39M +$2.43M +55,014 New
RJFSA
31
Raymond James Financial Services Advisors
Florida
$2.17M +$256K +5,809 +13%
SCM
32
Stonehearth Capital Management
Massachusetts
$2.15M +$60.3K +1,366 +3%
LSAG
33
Lake Street Advisors Group
New Hampshire
$2.13M +$2.17M +49,097 New
HighTower Advisors
34
HighTower Advisors
Illinois
$2.12M +$507K +11,478 +31%
HI
35
Harbour Investments
Wisconsin
$2M +$245K +5,554 +14%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$1.99M +$2M +45,312 +8,454%
ASN
37
Advisory Services Network
Georgia
$1.9M +$55.8K +1,265 +3%
APP
38
Avantax Planning Partners
Iowa
$1.8M +$65K +1,472 +4%
FFWM
39
Future Financial Wealth Management
Ohio
$1.77M
Creative Planning
40
Creative Planning
Kansas
$1.71M +$1.42M +32,087 +450%
RZH
41
Relyea Zuckerberg Hanson
Connecticut
$1.62M
JMPWA
42
JP Morgan Private Wealth Advisors
California
$1.6M +$659K +14,942 +69%
PI
43
PFS Investments
Georgia
$1.55M +$220K +4,994 +18%
WS
44
Wedbush Securities
California
$1.4M +$24.9K +565 +2%
BRWM
45
B. Riley Wealth Management
Tennessee
$1.39M -$36.4K -825 -3%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$1.34M +$102K +2,307 +8%
Osaic Holdings
47
Osaic Holdings
Arizona
$1.27M +$159K +3,602 +14%
HA
48
Harborview Advisors
Maine
$1.09M +$64.7K +1,466 +6%
VC
49
Vicus Capital
Pennsylvania
$1.08M +$121K +2,743 +12%
PAG
50
Private Advisor Group
New Jersey
$1.08M -$12.9K -292 -1%