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Nuveen ESG Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
101
Level Four Advisory Services
Texas
$656K
RJT
102
Raymond James Trust
Florida
$651K
FCG
103
Financial Connections Group
California
$648K -$32.7K -834 -5%
RFA
104
RTD Financial Advisors
Pennsylvania
$634K +$40.3K +1,029 +7%
EPW
105
Evergreen Private Wealth
Colorado
$630K +$33K +843 +6%
SWP
106
Stratos Wealth Partners
Ohio
$624K -$70.9K -1,809 -11%
SFP
107
Sandbox Financial Partners
Maryland
$620K -$185K -4,711 -24%
TWM
108
TriaGen Wealth Management
California
$619K +$1.02K +26 +0.2%
FIM
109
Freedom Investment Management
Connecticut
$612K -$12K -306 -2%
EA
110
Evolution Advisers
Virginia
$592K -$33K -842 -6%
PSF
111
Pacific Sun Financial
California
$583K -$43.9K -1,120 -7%
TWM
112
Tradition Wealth Management
Minnesota
$571K -$34.9K -889 -6%
Citigroup
113
Citigroup
New York
$554K -$34.5K -879 -6%
PPA
114
Painted Porch Advisors
California
$552K +$237K +6,039 +84%
LEA
115
Legacy Edge Advisors
New York
$530K +$72.9K +1,859 +17%
BFA
116
Bragg Financial Advisors
North Carolina
$527K +$29K +739 +6%
WLIM
117
White Lighthouse Investment Management
Massachusetts
$509K -$13.3K -338 -3%
MFA
118
McClarren Financial Advisors
Pennsylvania
$497K +$57.5K +1,467 +14%
DW
119
Dodds Wealth
Colorado
$494K -$8.59K -219 -2%
AAS
120
Avantax Advisory Services
Texas
$492K +$8.15K +208 +2%
BFPW
121
BOK Financial Private Wealth
Colorado
$490K
B
122
Bensler
Washington
$487K +$29K +739 +7%
Baird Financial Group
123
Baird Financial Group
Wisconsin
$483K +$6.82K +174 +2%
CPP
124
Capasso Planning Partners
South Carolina
$482K -$134K -3,428 -23%
SS
125
Sound Stewardship
Kansas
$475K