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Nuveen ESG Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AGA
101
Arkos Global Advisors
Texas
$422K +$175K +4,438 +72%
DADC
102
D.A. Davidson & Co
Montana
$408K
MFA
103
McClarren Financial Advisors
Pennsylvania
$404K -$197 -5 -0%
PWP
104
Principle Wealth Partners
Connecticut
$404K +$18.8K +477 +5%
BFA
105
Bragg Financial Advisors
North Carolina
$400K +$147K +3,715 +59%
FUBT
106
First United Bank & Trust
Maryland
$397K +$9.87K +250 +3%
VAS
107
Vestmark Advisory Solutions
Massachusetts
$393K +$26.3K +665 +7%
EWM
108
Empirical Wealth Management
Washington
$392K +$389K +9,850 New
PAS
109
Park Avenue Securities
New York
$390K +$57.6K +1,459 +18%
BF
110
BOK Financial
Oklahoma
$386K -$260K -6,583 -40%
BBW
111
Blue Barn Wealth
Utah
$378K +$553 +14 +0.1%
TAIM
112
TD Ameritrade Investment Management
Nebraska
$356K +$202K +5,108 +134%
RCA
113
Resonant Capital Advisors
Wisconsin
$353K -$5.02K -127 -1%
AIM
114
Acropolis Investment Management
Missouri
$347K
SPC
115
Sigma Planning Corp
Michigan
$345K +$1.19K +30 +0.3%
ATC
116
Adirondack Trust Company
New York
$339K
SCM
117
Stordahl Capital Management
Colorado
$338K
PFO
118
Pathstone Family Office
New Jersey
$328K +$11.5K +290 +4%
Franklin Resources
119
Franklin Resources
California
$313K +$36.5K +925 +13%
GLA
120
Good Life Advisors
Pennsylvania
$309K +$88.7K +2,246 +41%
PHAM
121
Palisades Hudson Asset Management
Florida
$308K +$21.8K +552 +8%
MML Investors Services
122
MML Investors Services
Massachusetts
$301K -$74.5K -1,887 -20%
TC
123
Trust Company
Kansas
$287K +$284K +7,196 New
GKWIM
124
Gerber Kawasaki Wealth & Investment Management
California
$286K +$55.5K +1,406 +24%
OCM
125
One Capital Management
California
$268K -$5.49K -139 -2%