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Nuveen ESG Mid-Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NA
76
NewEdge Advisors
Louisiana
$245K -$43.3K -1,350 -14%
PAG
77
Private Advisor Group
New Jersey
$239K +$270K +8,413 New
5L
78
55I LLC
Massachusetts
$237K +$268K +8,346 New
SWA
79
Stratos Wealth Advisors
Ohio
$237K +$268K +8,346 New
SFO
80
Stokes Family Office
Louisiana
$204K
RWP
81
Revolve Wealth Partners
New Jersey
$200K +$225K +7,033 New
PFBT
82
Parkside Financial Bank & Trust
Missouri
$154K -$125K -3,886 -42%
MFA
83
McClarren Financial Advisors
Pennsylvania
$136K +$154K +4,805 New
US Bancorp
84
US Bancorp
Minnesota
$77K +$16.7K +522 +24%
PA
85
Parallel Advisors
California
$67K
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$59K
Bessemer Group
87
Bessemer Group
New Jersey
$49K
WFA
88
Wipfli Financial Advisors
Wisconsin
$32K +$35.6K +1,111 New
CCM
89
Covington Capital Management
California
$26K
SPIA
90
Steward Partners Investment Advisory
New York
$25K -$20.4K -636 -42%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$20K
Citigroup
92
Citigroup
New York
$14K
IWP
93
IAG Wealth Partners
Wisconsin
$12K
CA
94
Crewe Advisors
Utah
$11K +$12.1K +378 New
AF
95
Advisornet Financial
Minnesota
$10K
RG
96
Retirement Group
California
$9K -$76.6K -2,391 -88%
GRP
97
Global Retirement Partners
California
$9K
DIP
98
DT Investment Partners
Pennsylvania
$9K +$10.4K +324 New
RWP
99
RWA Wealth Partners
Massachusetts
-$1.2M -39,244 Closed
Citadel Advisors
100
Citadel Advisors
Florida
-$726K -23,714 Closed