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Nuveen ESG Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIF
26
Hill Island Financial
Michigan
$3.79M +$4.02M +90,205 New
WT
27
Whittier Trust
California
$3.22M +$109K +2,444 +3%
FPF
28
First Pacific Financial
Washington
$3.1M +$164K +3,671 +5%
SAM
29
Silverhawk Asset Management
Arizona
$3.06M +$3.25M +72,906 New
Creative Planning
30
Creative Planning
Kansas
$2.46M +$864K +19,387 +49%
HighTower Advisors
31
HighTower Advisors
Illinois
$2.39M +$365K +8,188 +17%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$2.38M +$296K +6,652 +13%
ASN
33
Advisory Services Network
Georgia
$2.19M +$382K +8,567 +20%
SCM
34
Stonehearth Capital Management
Massachusetts
$2.19M +$122K +2,728 +6%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$2.18M
LSAG
36
Lake Street Advisors Group
New Hampshire
$2.18M +$121K +2,723 +6%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$1.95M +$29.8K +668 +1%
FCMA
38
Foresight Capital Management Advisors
Michigan
$1.95M +$2.07M +46,400 New
APP
39
Avantax Planning Partners
Iowa
$1.85M +$124K +2,790 +7%
FFWM
40
Future Financial Wealth Management
Ohio
$1.72M +$53.6K +1,202 +3%
BRWM
41
B. Riley Wealth Management
Tennessee
$1.59M +$263K +5,892 +18%
DAS
42
Dynamic Advisor Solutions
Arizona
$1.55M +$775K +17,392 +89%
VC
43
Vicus Capital
Pennsylvania
$1.5M +$600K +13,468 +54%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$1.49M +$211K +4,741 +15%
JMPWA
45
JP Morgan Private Wealth Advisors
California
$1.44M -$114K -2,553 -7%
Lido Advisors
46
Lido Advisors
California
$1.42M +$1.29M +28,836 +569%
Osaic Holdings
47
Osaic Holdings
Arizona
$1.39M +$172K +3,870 +13%
WS
48
Wedbush Securities
California
$1.34M -$9K -202 -0.6%
PAG
49
Private Advisor Group
New Jersey
$1.23M +$202K +4,540 +18%
BDF
50
Balasa Dinverno & Foltz
$1.23M +$305K +6,850 +30%