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Nuveen ESG Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ML
76
McAdam LLC
Pennsylvania
$273K -$25.4K -608 -9%
SF
77
Summit Financial
New Jersey
$273K – – –
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$256K +$19K +454 +8%
SHF
79
Stage Harbor Financial
Massachusetts
$250K – – –
WAP
80
Wealthcare Advisory Partners
Pennsylvania
$249K -$5.72K -137 -2%
HighTower Advisors
81
HighTower Advisors
Illinois
$235K -$12.9K -308 -5%
JAA
82
Joel Adams & Associates
North Carolina
$233K -$3.09K -74 -1%
RWM
83
RMG Wealth Management
Wisconsin
$229K +$181K +4,330 New
MFA
84
McClarren Financial Advisors
Pennsylvania
$228K +$219K +5,235 New
EH
85
Equitable Holdings
New York
$224K +$216K +5,159 New
VA
86
VestGen Advisors
Illinois
$221K – – –
NI
87
Natural Investments
California
$215K +$207K +4,946 New
BA
88
Blueline Advisors
New Hampshire
$214K -$1.04K -25 -0.5%
IFWM
89
Institute for Wealth Management
Colorado
$211K +$203K +4,848 New
LEA
90
Legacy Edge Advisors
New York
$208K +$200K +4,790 New
HI
91
Harbour Investments
Wisconsin
$152K +$4.89K +117 +3%
MIM
92
Marshall Investment Management
Colorado
$121K +$8.07K +193 +7%
SPIA
93
Steward Partners Investment Advisory
New York
$121K +$14.2K +339 +14%
AA
94
Addison Advisors
Vermont
$118K -$707K -16,912 -86%
UBS AM
95
UBS AM
Illinois
$96.5K – – –
WT
96
Whittier Trust
California
$94.3K -$7.02K -168 -7%
UB
97
UMB Bank
Missouri
$87.7K -$6.94K -166 -8%
GWS
98
Greykasell Wealth Strategies
California
$79.8K – – –
AF
99
Abound Financial
California
$74.4K -$155K -3,707 -68%
AF
100
Advisornet Financial
Minnesota
$68.8K +$39.6K +948 +150%