NUSC icon

Nuveen ESG Small-Cap ETF
NUSC

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
176
Capital Advantage
California
$297K +$310K +7,096 New
SWA
177
SOA Wealth Advisors
New York
$294K -$524 -12 -0.2%
FUBT
178
First United Bank & Trust
Maryland
$292K -$38.9K -890 -11%
TRCT
179
Tower Research Capital (TRC)
New York
$292K +$304K +6,964 New
SPL
180
Smart Portfolios LLC
Washington
$279K -$8.91K -204 -3%
TC
181
Trust Company
Kansas
$270K +$11.7K +267 +4%
CAG
182
Curtis Advisory Group
California
$269K – – –
VAF
183
Values Added Financial
District of Columbia
$266K +$278K +6,362 New
BFPW
184
BOK Financial Private Wealth
Colorado
$264K – – –
EC
185
Estate Counselors
Wisconsin
$262K +$274K +6,265 New
CWM
186
Collaborative Wealth Management
Florida
$262K -$44 -1 -0%
MCM
187
MAI Capital Management
Ohio
$260K +$271K +6,217 New
PA
188
PFG Advisors
Arizona
$255K +$266K +6,099 New
AF
189
Abound Financial
California
$254K +$265K +6,063 New
SWM
190
SigFig Wealth Management
California
$254K -$3.71K -85 -1%
AA
191
Advisory Alpha
Michigan
$250K +$2.36K +54 +0.9%
BWP
192
BlueStem Wealth Partners
Minnesota
$250K +$260K +5,960 New
SFM
193
Signet Financial Management
New Jersey
$243K – – –
SFGP
194
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$229K +$239K +5,479 New
CRFG
195
Columbia River Financial Group
Washington
$228K +$238K +5,447 New
KLI
196
Kelman-Lazarov Inc
Tennessee
$224K +$5.24K +120 +2%
FZCM
197
Flynn Zito Capital Management
New York
$222K +$2.79K +64 +1%
APP
198
Avantax Planning Partners
Iowa
$220K -$21K -481 -8%
ACP
199
Argyle Capital Partners
California
$219K +$228K +5,233 New
LGWM
200
Litman Gregory Wealth Management
California
$216K -$5.28K -121 -2%
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