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Nuveen ESG Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
101
Tradition Wealth Management
Minnesota
$381K +$7.85K +223 +2%
CPP
102
Capasso Planning Partners
South Carolina
$372K +$12.3K +349 +3%
PAS
103
Park Avenue Securities
New York
$372K +$63.7K +1,808 +18%
CAN
104
Cetera Advisor Networks
California
$366K -$23.2K -658 -5%
CWM
105
Castle Wealth Management
Florida
$359K -$1.3M -36,846 -77%
VAFP
106
Vahanian & Associates Financial Planning
New York
$357K -$36.5K -1,036 -9%
SFG
107
Sage Financial Group
Pennsylvania
$357K
BFA
108
Bragg Financial Advisors
North Carolina
$351K +$9.33K +265 +2%
Franklin Resources
109
Franklin Resources
California
$335K
MFA
110
McClarren Financial Advisors
Pennsylvania
$332K +$365K +10,367 New
BF
111
BOK Financial
Oklahoma
$325K -$31.3K -889 -8%
MFG
112
Merit Financial Group
Georgia
$321K +$16.6K +472 +5%
AP
113
Adero Partners
California
$316K
PFO
114
Pathstone Family Office
New Jersey
$315K
AGA
115
Arkos Global Advisors
Texas
$313K -$32.3K -918 -9%
BBW
116
Blue Barn Wealth
Utah
$303K
TAIM
117
TD Ameritrade Investment Management
Nebraska
$303K +$26.1K +742 +9%
DADC
118
D.A. Davidson & Co
Montana
$300K
FUBT
119
First United Bank & Trust
Maryland
$293K -$1.58K -45 -0.5%
GKWIM
120
Gerber Kawasaki Wealth & Investment Management
California
$284K +$31.4K +893 +11%
OCM
121
One Capital Management
California
$281K +$20.6K +585 +7%
RCA
122
Resonant Capital Advisors
Wisconsin
$279K -$4.33K -123 -1%
AIM
123
Acropolis Investment Management
Missouri
$279K
ATC
124
Adirondack Trust Company
New York
$273K
SCM
125
Stordahl Capital Management
Colorado
$273K +$1.41K +40 +0.5%