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Nuveen Preferred and Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1
Berger Financial Group
Minnesota
$15M -$119K -4,580 -0.8%
APA
2
Astoria Portfolio Advisors
New York
$4.76M +$2.98M +114,481 +169%
IWC
3
Integrated Wealth Concepts
Massachusetts
$3.75M +$2.11M +80,929 +129%
MW
4
Maia Wealth
Colorado
$2.89M +$2.87M +110,372 New
MW
5
MBL Wealth
North Carolina
$2.19M +$1.84M +70,617 +543%
LPL Financial
6
LPL Financial
California
$1.9M +$683K +26,258 +56%
Jane Street
7
Jane Street
New York
$1.21M +$835K +32,084 +228%
KF
8
Krilogy Financial
Missouri
$994K -$33.8K -1,300 -3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$703K -$113K -4,324 -14%
JFG
10
Jefferies Financial Group
New York
$703K +$37K +1,421 +6%
BWM
11
Buckley Wealth Management
Nevada
$547K +$26K +1,000 +5%
MPWT
12
MassMutual Private Wealth & Trust
Connecticut
$353K -$1.04K -40 -0.3%
MML Investors Services
13
MML Investors Services
Massachusetts
$281K +$51.2K +1,968 +22%
AWA
14
Arkadios Wealth Advisors
Georgia
$253K +$26.2K +1,008 +12%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$235K +$234K +8,975 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$226K +$7.13K +274 +3%
AF
17
Allworth Financial
California
$30.3K +$286 +11 +1%
SPIA
18
Steward Partners Investment Advisory
New York
$13.1K
UBS Group
19
UBS Group
Switzerland
$9.34K +$9.29K +357 New
RFS
20
Richardson Financial Services
Massachusetts
$4.5K
TC
21
Truvestments Capital
Florida
$3.69K +$3.67K +141 New
CWM
22
Centurion Wealth Management
Virginia
-$247K -9,598 Closed
WA
23
Waverly Advisors
Alabama
-$80.7K -3,132 Closed