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Nuveen ESG Small-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
201
Steward Partners Investment Advisory
New York
$93.8K -$8.21K -213 -8%
MEG
202
Millstone Evans Group
Colorado
$83.4K -$95.9K -2,489 -55%
RWM
203
RMG Wealth Management
Wisconsin
$81.5K +$75.5K +1,959 New
IWP
204
IAG Wealth Partners
Wisconsin
$78.8K +$3.16K +82 +4%
CAM
205
Clarity Asset Management
Iowa
$73.4K
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$63K -$83.4K -2,164 -58%
ACA
207
Aptus Capital Advisors
Alabama
$60.4K +$2.31K +60 +4%
WSFS
208
Wilmington Savings Fund Society
Delaware
$59.3K
MIA
209
Milestone Investment Advisors
Wisconsin
$58.3K -$71.1K -1,845 -56%
PA
210
Parallel Advisors
California
$43.3K
EWP
211
Elevation Wealth Partners
California
$41.6K
OP
212
ORG Partners
Indiana
$41.5K
FUBT
213
First United Bank & Trust
Maryland
$32K -$89.6K -2,325 -75%
PNC Financial Services Group
214
PNC Financial Services Group
Pennsylvania
$27.1K -$7.63K -198 -23%
CA
215
Clearstead Advisors
Ohio
$18.9K
FWA
216
Flagship Wealth Advisors
Massachusetts
$16.7K
William Blair & Company
217
William Blair & Company
Illinois
$16.5K
M
218
MOTCO
Texas
$16.3K +$7.44K +193 +95%
WCM
219
Winthrop Capital Management
Indiana
$16K
CA
220
CoreCap Advisors
Michigan
$13.6K
CA
221
Crewe Advisors
Utah
$13.4K
BFPW
222
BOK Financial Private Wealth
Colorado
$13.1K
CFD
223
Creative Financial Designs
Indiana
$13K
GRP
224
Global Retirement Partners
California
$11.9K +$11.2K +291 New
Comerica Bank
225
Comerica Bank
Texas
$11.6K -$4.28K -111 -28%