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Nuveen ESG Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
76
Equitable Holdings
New York
$624K -$17.1K -485 -2%
OAM
77
Oppenheimer Asset Management
New York
$622K +$32.9K +935 +5%
V
78
Veritable
Delaware
$598K
SFP
79
Sandbox Financial Partners
Maryland
$559K +$116K +3,284 +23%
3LCM
80
3D/L Capital Management
Connecticut
$553K +$563 +16 +0.1%
KPWS
81
Kestra Private Wealth Services
Texas
$552K -$289K -8,202 -32%
SWP
82
Stratos Wealth Partners
Ohio
$550K +$86.8K +2,464 +17%
BWM
83
BerganKDV Wealth Management
Minnesota
$547K +$60.4K +1,715 +11%
RJA
84
Raymond James & Associates
Florida
$534K +$4.61K +131 +0.8%
NCM
85
Neumann Capital Management
California
$532K -$52.8K -1,500 -8%
RFA
86
RTD Financial Advisors
Pennsylvania
$515K -$4.33K -123 -0.8%
NYLIM
87
New York Life Investment Management
New York
$508K -$268K -7,607 -32%
AAS
88
Avantax Advisory Services
Texas
$474K +$53.1K +1,508 +11%
CI
89
CX Institutional
Indiana
$465K +$118K +3,357 +30%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$454K -$129K -3,670 -21%
DC
91
DeDora Capital
California
$454K +$499K +14,171 New
GEA
92
Glen Eagle Advisors
New Jersey
$430K
EA
93
Evolution Advisers
Virginia
$425K -$18.9K -537 -4%
WLIM
94
White Lighthouse Investment Management
Massachusetts
$415K -$2.11K -60 -0.5%
SC
95
Savant Capital
Illinois
$409K +$23.3K +662 +5%
Baird Financial Group
96
Baird Financial Group
Wisconsin
$403K -$422 -12 -0.1%
TWM
97
TriaGen Wealth Management
California
$402K +$6.34K +180 +1%
WI
98
WrapManager Inc
California
$386K +$246 +7 +0.1%
FANJ
99
Financial Architects (New Jersey)
New Jersey
$382K +$420K +11,929 New
SHJ
100
Sharkey, Howes & Javer
Colorado
$382K +$420K +11,929 New