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Nuveen ESG Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BDFN
126
Bond & Devick Financial Network
Minnesota
$324K
GLA
127
Good Life Advisors
Pennsylvania
$323K -$3.96K -112 -1%
AIM
128
Acropolis Investment Management
Missouri
$322K
GKWIM
129
Gerber Kawasaki Wealth & Investment Management
California
$314K +$5.83K +165 +2%
RCA
130
Resonant Capital Advisors
Wisconsin
$313K
PFO
131
Pathstone Family Office
New Jersey
$305K
SOAG
132
Silver Oak Advisory Group
Oregon
$302K +$38.2K +1,080 +15%
SCM
133
Stordahl Capital Management
Colorado
$300K -$5.48K -155 -2%
LA
134
LexAurum Advisors
Kansas
$276K -$6.47K -183 -2%
FUBT
135
First United Bank & Trust
Maryland
$266K -$9.22K -261 -3%
RWP
136
Revolve Wealth Partners
New Jersey
$264K +$39.2K +1,110 +18%
OCM
137
One Capital Management
California
$264K -$213K -6,036 -46%
FA
138
Flagstar Advisors
New York
$259K -$10.8K -305 -4%
SWA
139
SOA Wealth Advisors
New York
$259K +$11.1K +313 +5%
CWM
140
Collaborative Wealth Management
Florida
$253K +$1.63K +46 +0.7%
SAS
141
Sage Advisory Services
Texas
$249K +$238K +6,731 New
LFG
142
Larson Financial Group
Missouri
$248K +$40.6K +1,148 +21%
IA
143
IFP Advisors
Florida
$242K -$254K -7,197 -52%
AL
144
Aspiriant LLC
California
$241K
CAG
145
Curtis Advisory Group
California
$238K +$227K +6,427 New
ASN
146
Advisory Services Network
Georgia
$228K -$1.22M -34,500 -85%
AssetMark Inc
147
AssetMark Inc
California
$226K +$52.2K +1,476 +32%
MFS
148
McNamara Financial Services
Massachusetts
$223K +$2.51K +71 +1%
AGA
149
Arkos Global Advisors
Texas
$220K -$99.2K -2,806 -32%
AA
150
Advisory Alpha
Michigan
$217K +$207K +5,866 New