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Nuveen ESG Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APA
51
American Portfolios Advisors
New York
$61.7K +$17.7K +627 +28%
HNB
52
Huntington National Bank
Ohio
$57K
IWP
53
IAG Wealth Partners
Wisconsin
$53K +$12.2K +432 +22%
LGWM
54
Litman Gregory Wealth Management
California
$51K -$41.8K -1,484 -38%
LFG
55
LifePlan Financial Group
Ohio
$43K +$11.4K +405 +26%
TF
56
TimeScale Financial
Massachusetts
$19K -$20.7K -736 -45%
GRP
57
Global Retirement Partners
California
$19K
Citigroup
58
Citigroup
New York
$15K -$9.35K -332 -33%
BWM
59
Baystate Wealth Management
Massachusetts
$12K +$141 +5 +0.9%
PCG
60
Private Capital Group
Connecticut
$11K +$14.1K +500 New
PG
61
Proffitt & Goodson
Tennessee
$8K
PFGIA
62
Patriot Financial Group Insurance Agency
Massachusetts
$8K +$2.51K +89 +30%
AF
63
Advisornet Financial
Minnesota
$7K -$23.9K -847 -72%
WP
64
WealthShield Partners
North Carolina
$6K
HGWM
65
Harvest Group Wealth Management
Massachusetts
$6K +$8.99K +319 New
PA
66
Procyon Advisors
Connecticut
$5K
Fidelity Investments
67
Fidelity Investments
Massachusetts
$3K -$1.21K -43 -26%
PA
68
Parallel Advisors
California
$3K +$28 +1 +0.6%
BWA
69
Burt Wealth Advisors
Maryland
$2K
CFD
70
Creative Financial Designs
Indiana
$1K +$845 +30 New
AC
71
AlphaCore Capital
California
$1K +$1.1K +39 New
US Bancorp
72
US Bancorp
Minnesota
$1K +$1.61K +57 New
Fiera Capital (Canada)
73
Fiera Capital (Canada)
Quebec, Canada
-$405K -13,002 Closed
V
74
Veritable
Delaware
-$313K -10,047 Closed
FAAS
75
First Allied Advisory Services
California
-$300K -9,631 Closed