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Nuveen ESG Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$1.58M -$9.95K -323 -0.6%
WWA
27
WCG Wealth Advisors
Nevada
$1.51M +$63.5K +2,062 +4%
KOC
28
Koss-Olinger Consulting
Florida
$1.4M -$23.6K -767 -2%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$1.36M +$654K +21,246 +87%
BWM
30
Baystate Wealth Management
Massachusetts
$1.13M +$145K +4,720 +14%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.04M +$212K +6,882 +24%
JP Morgan Chase
32
JP Morgan Chase
New York
$1.02M +$491K +15,938 +86%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$958K +$117K +3,799 +13%
CI
34
CX Institutional
Indiana
$940K +$346K +11,226 +55%
WT
35
Whittier Trust
California
$893K -$100K -3,262 -10%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$841K
NYLIM
37
New York Life Investment Management
New York
$832K +$132K +4,271 +18%
CWP
38
Concord Wealth Partners
Virginia
$784K +$22.7K +737 +3%
WP
39
WealthShield Partners
North Carolina
$767K +$33.2K +1,078 +4%
SFS
40
Sowell Financial Services
Arkansas
$731K +$756K +24,558 New
CA
41
Carson Advisory
Georgia
$704K -$30.8K -1,000 -4%
NA
42
NewEdge Advisors
Louisiana
$675K +$477K +15,483 +179%
CTC
43
Central Trust Company
Missouri
$671K +$76.4K +2,481 +12%
ASN
44
Advisory Services Network
Georgia
$667K -$158K -5,122 -19%
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$652K +$351K +11,410 +109%
APP
46
Avantax Planning Partners
Iowa
$635K +$33.5K +1,089 +5%
BWM
47
BerganKDV Wealth Management
Minnesota
$627K -$82.3K -2,672 -11%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$608K -$5.88K -191 -0.9%
Jones Financial Companies
49
Jones Financial Companies
Missouri
$595K +$138K +4,497 +29%
CSPIA
50
Cary Street Partners Investment Advisory
Virginia
$564K +$10K +326 +2%