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Nuveen ESG Mid-Cap Value ETF
NUMV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
TIAA FSB
1
TIAA FSB
Florida
USD 80 M -USD 5.5 M -163,273 -6%
Morgan Stanley
2
Morgan Stanley
New York
USD 21.6 M +USD 1.34 M +39,834 +6%
Abacus Wealth Partners
3
Abacus Wealth Partners
California
USD 15.9 M +USD 1.11 M +32,882 +7%
UBS Group
4
UBS Group
Switzerland
USD 10.6 M +USD 2.07 M +61,570 +22%
Bank of America
5
Bank of America
North Carolina
USD 7.61 M +USD 1.53 M +45,512 +22%
LPL Financial
6
LPL Financial
California
USD 6.12 M +USD 724 k +21,517 +12%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
USD 5.85 M +USD 1.13 M +33,441 +21%
Empirical Wealth Management
8
Empirical Wealth Management
Washington
USD 4.74 M -USD 581 k -17,267 -10%
Wells Fargo
9
Wells Fargo
California
USD 3.99 M +USD 804 k +23,897 +22%
Raymond James & Associates
10
Raymond James & Associates
Florida
USD 3.65 M +USD 3.56 M +105,643 +789%
WrapManager Inc
11
WrapManager Inc
California
USD 3.41 M -USD 162 k -4,820 -4%
Creative Planning
12
Creative Planning
Kansas
USD 3.38 M – – –
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
USD 2.95 M +USD 79.5 k +2,363 +3%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
USD 2.91 M +USD 31.1 k +925 +1%
Fiduciary Trust
15
Fiduciary Trust
Massachusetts
USD 2.9 M – – –
Bank of New York Mellon
16
Bank of New York Mellon
New York
USD 2.87 M +USD 683 k +20,286 +28%
Laurel Wealth Planning
17
Laurel Wealth Planning
Minnesota
USD 2.51 M +USD 721 k +21,426 +35%
Morningstar Investment Services
18
Morningstar Investment Services
Illinois
USD 2.38 M +USD 450 k +13,353 +21%
WCG Wealth Advisors
19
WCG Wealth Advisors
Nevada
USD 1.58 M +USD 1.74 M +51,688 Nuevas
Koss-Olinger Consulting
20
Koss-Olinger Consulting
Florida
USD 1.43 M +USD 351 k +10,427 +29%
Dynamic Advisor Solutions
21
Dynamic Advisor Solutions
Arizona
USD 1.39 M +USD 56.8 k +1,688 +4%
Regatta Capital Group
22
Regatta Capital Group
California
USD 1.28 M +USD 92.5 k +2,749 +7%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
USD 1.25 M +USD 455 k +13,520 +50%
Lido Advisors
24
Lido Advisors
California
USD 1.22 M +USD 20.8 k +618 +2%
RWA Wealth Partners
25
RWA Wealth Partners
Massachusetts
USD 1.2 M +USD 1.32 M +39,244 Nuevas
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