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Nuveen Short-Term REIT ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$344K -$198K -5,524 -34%
KAS
27
Kestra Advisory Services
Texas
$326K +$62.4K +1,746 +21%
RJA
28
Raymond James & Associates
Florida
$243K +$40.4K +1,129 +18%
Goldman Sachs
29
Goldman Sachs
New York
$237K +$263K +7,363 New
IA
30
IFP Advisors
Florida
$157K – – –
PTC
31
Private Trust Company
Ohio
$86K +$95.1K +2,659 New
GTAM
32
Global Trust Asset Management
Florida
$74K – – –
CA
33
CoreCap Advisors
Michigan
$22K +$24.5K +686 New
Morgan Stanley
34
Morgan Stanley
New York
$10K – – –
HI
35
Harbour Investments
Wisconsin
$5K +$5.01K +140 New
BFEC
36
Benjamin F. Edwards & Company
Missouri
$2K -$1.39K -39 -42%
PA
37
Parallel Advisors
California
$2K – – –
WIM
38
Westside Investment Management
California
$7 – – –
RCS
39
Retirement Capital Strategies
California
– -$5.48M -140,130 Closed
FEM
40
Fulcrum Equity Management
Texas
– -$3.57M -91,247 Closed
RWA
41
Redhawk Wealth Advisors
Minnesota
– -$2.6M -66,542 Closed
ACM
42
Anfield Capital Management
California
– -$2.13M -54,521 Closed
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
– -$795K -20,336 Closed
CSPIA
44
Cary Street Partners Investment Advisory
Virginia
– -$239K -6,100 Closed
MCC
45
Money Concepts Capital
Florida
– -$52K -1,330 Closed
Fidelity Investments
46
Fidelity Investments
Massachusetts
– -$5.08K -142 Closed
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
– -$3K -76 Closed
AF
48
Advisornet Financial
Minnesota
– -$1K -16 Closed
Wells Fargo
49
Wells Fargo
California
– -$36 -1 -50%