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Nuveen ESG Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MT
101
Midwest Trust
Kansas
$870K – – –
MWM
102
McCartney Wealth Management
Missouri
$852K +$93.2K +1,894 +13%
BF
103
BOK Financial
Oklahoma
$834K +$14.7K +298 +2%
BFA
104
Bragg Financial Advisors
North Carolina
$830K -$21.7K -441 -3%
AF
105
Affiance Financial
Minnesota
$814K +$10.1K +205 +1%
CI
106
CX Institutional
Indiana
$804K -$11.3K -230 -1%
NI
107
Natural Investments
California
$797K +$253K +5,147 +51%
MA
108
Mutual Advisors
Nebraska
$786K -$23.8K -483 -3%
CLIP
109
Colter Lewis Investment Partners
Connecticut
$761K +$718K +14,595 New
TWM
110
TriaGen Wealth Management
California
$753K -$1.18K -24 -0.2%
SRB
111
Shotwell Rutter Baer
Michigan
$751K -$98 -2 -0%
B
112
Bensler
Washington
$745K -$4.62K -94 -0.7%
SWP
113
Stratos Wealth Partners
Ohio
$735K -$98 -2 -0%
CAM
114
Cresset Asset Management
Illinois
$711K – – –
DWM
115
Destination Wealth Management
California
$699K – – –
LWP
116
Laurel Wealth Planning
Minnesota
$681K -$25.1K -510 -4%
SWM
117
SK Wealth Management
Rhode Island
$680K -$86K -1,748 -12%
GM
118
GeoWealth Management
Illinois
$661K -$382K -7,755 -38%
TWM
119
Tradition Wealth Management
Minnesota
$640K -$3.3K -67 -0.5%
BCWM
120
Bartlett & Co Wealth Management
Ohio
$625K +$510K +10,375 +638%
MML Investors Services
121
MML Investors Services
Massachusetts
$620K +$257K +5,215 +78%
PPA
122
Painted Porch Advisors
California
$607K +$1.43K +29 +0.2%
AWM
123
Apollon Wealth Management
South Carolina
$583K +$76.1K +1,546 +16%
PAS
124
Park Avenue Securities
New York
$570K +$1.72K +35 +0.3%
DADC
125
D.A. Davidson & Co
Montana
$565K -$5.61K -114 -1%