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Nuveen ESG Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LGWM
176
Litman Gregory Wealth Management
California
$226K
FZCM
177
Flynn Zito Capital Management
New York
$224K +$1.57K +38 +0.7%
KLI
178
Kelman-Lazarov Inc
Tennessee
$224K +$216K +5,233 New
AWM
179
Apollon Wealth Management
South Carolina
$223K +$41 +1 +0%
CA
180
CWC Advisors
Oregon
$219K +$210K +5,104 New
CAWM
181
Capital Advisors Wealth Management
Washington
$217K +$209K +5,067 New
PSCM
182
Per Stirling Capital Management
Texas
$215K +$207K +5,025 New
FFA
183
First Foundation Advisors
California
$213K -$102K -2,475 -33%
BIA
184
Bigelow Investment Advisors
Maine
$206K +$199K +4,818 New
SDWMA
185
Schneider Downs Wealth Management Advisors
Pennsylvania
$206K +$198K +4,804 New
NIWA
186
New Insight Wealth Advisors
California
$201K -$20.3K -492 -9%
PTC
187
Private Trust Company
Ohio
$194K
CA
188
Continuum Advisory
Idaho
$173K +$990 +24 +0.6%
OC
189
Oarsman Capital
Wisconsin
$153K +$148K +3,579 New
MIA
190
Milestone Investment Advisors
Wisconsin
$141K +$44.2K +1,073 +48%
US Bancorp
191
US Bancorp
Minnesota
$141K +$23.3K +566 +21%
MCM
192
Manchester Capital Management
Vermont
$137K
ME
193
McIlrath & Eck
Washington
$135K -$4K -97 -3%
Bessemer Group
194
Bessemer Group
New Jersey
$114K
HGERS
195
Householder Group Estate & Retirement Specialist
Arizona
$103K -$866 -21 -0.9%
FFA
196
Farther Finance Advisors
California
$99.7K
AF
197
Advisornet Financial
Minnesota
$98.1K +$8.29K +201 +10%
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
$96.5K
IWP
199
IAG Wealth Partners
Wisconsin
$87K
CAM
200
Clarity Asset Management
Iowa
$80.3K -$6.18K -150 -7%