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Nuveen ESG Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WT
26
Whittier Trust
California
$499K +$101K +3,576 +28%
CTC
27
Central Trust Company
Missouri
$480K +$169K +5,976 +60%
HighTower Advisors
28
HighTower Advisors
Illinois
$417K +$390K +13,810 New
AIP
29
Ameritas Investment Partners
Nebraska
$405K +$29.1K +1,032 +8%
SFS
30
Sowell Financial Services
Arkansas
$360K +$16.5K +585 +5%
CI
31
CX Institutional
Indiana
$342K -$34K -1,205 -10%
Osaic Holdings
32
Osaic Holdings
Arizona
$325K +$62.6K +2,215 +26%
RJA
33
Raymond James & Associates
Florida
$268K +$22.8K +809 +10%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$237K +$136K +4,808 +156%
SFO
35
Stokes Family Office
Louisiana
$216K +$203K +7,175 New
IA
36
IFP Advisors
Florida
$154K -$2K -71 -1%
AA
37
Addison Advisors
Vermont
$150K +$141K +4,997 New
SPIA
38
Steward Partners Investment Advisory
New York
$85K +$11.6K +411 +17%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$71K
RG
40
Retirement Group
California
$61K
Bessemer Group
41
Bessemer Group
New Jersey
$52K
Morgan Stanley
42
Morgan Stanley
New York
$51K
PCG
43
Private Capital Group
Connecticut
$42K -$16.7K -590 -30%
BWM
44
BerganKDV Wealth Management
Minnesota
$22K
GWM
45
Geneos Wealth Management
Colorado
$17K
IWP
46
IAG Wealth Partners
Wisconsin
$13K
AF
47
Advisornet Financial
Minnesota
$2K
Wells Fargo
48
Wells Fargo
California
+$28 +1 New