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Nuveen ESG Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Avior Wealth Management
Nebraska
$489K +$29.7K +1,026 +7%
RIS
52
Retirement Income Solutions
Michigan
$487K -$46.9K -1,621 -9%
NYLIM
53
New York Life Investment Management
New York
$470K -$402K -13,889 -48%
CTC
54
Central Trust Company
Missouri
$447K -$58.3K -2,015 -12%
TRCT
55
Tower Research Capital (TRC)
New York
$432K -$80.5K -2,785 -17%
NCM
56
Neumann Capital Management
California
$431K +$21.1K +730 +6%
EWA
57
EP Wealth Advisors
California
$430K +$222K +7,682 +129%
WT
58
Whittier Trust
California
$398K -$199K -6,865 -35%
PAG
59
Private Advisor Group
New Jersey
$395K -$133K -4,611 -27%
RFA
60
RTD Financial Advisors
Pennsylvania
$393K +$10.3K +356 +3%
SIM
61
Stratos Investment Management
Ohio
$361K +$7.23K +250 +2%
SB
62
Simmons Bank
Arkansas
$358K
EPW
63
Evergreen Private Wealth
Colorado
$343K +$315K +10,878 New
TC
64
Trust Company
Kansas
$321K +$18K +624 +7%
CWP
65
Concord Wealth Partners
Virginia
$319K -$228K -7,889 -44%
FFA
66
First Foundation Advisors
California
$318K +$23.6K +816 +9%
ECM
67
Evergreen Capital Management
Washington
$310K +$23.9K +825 +9%
SHF
68
Stage Harbor Financial
Massachusetts
$283K +$259K +8,971 New
Franklin Resources
69
Franklin Resources
California
$276K
BWM
70
Baystate Wealth Management
Massachusetts
$269K -$469K -16,230 -66%
BFA
71
Bragg Financial Advisors
North Carolina
$267K +$2.46K +85 +1%
PWMG
72
Private Wealth Management Group
New Jersey
$267K +$245K +8,470 New
JP Morgan Chase
73
JP Morgan Chase
New York
$263K -$755K -26,110 -76%
SWA
74
Stratos Wealth Advisors
Ohio
$263K
FWP
75
Falcon Wealth Planning
California
$258K -$48.1K -1,665 -17%