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Nuveen Municipal Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
226
Strategic Investment Solutions
Illinois
$9.06K +$9.04K +1,000 New
Larson Financial Group
227
Larson Financial Group
Missouri
$8.13K – – –
Eastern Bank
228
Eastern Bank
Massachusetts
$7.5K – – –
CoreCap Advisors
229
CoreCap Advisors
Michigan
$6.83K -$10.8K -1,197 -61%
Atlantic Union Bankshares
230
Atlantic Union Bankshares
Virginia
$6.79K – – –
Russell Investments Group
231
Russell Investments Group
United Kingdom
$6.17K +$9 +1 +0.1%
ADL
232
Asset Dedication LLC
California
$4.85K +$4.84K +535 New
MEG
233
Millstone Evans Group
Colorado
$4.53K – – –
CIA
234
Cape Investment Advisory
Georgia
$4.53K +$4.52K +500 New
AIM
235
Anchor Investment Management
South Carolina
$4.01K +$27 +3 +0.7%
AW
236
Avion Wealth
Texas
$4K – – –
Spire Wealth Management
237
Spire Wealth Management
Virginia
$3.9K – – –
IBOK
238
Independence Bank of Kentucky
Kentucky
$2.72K -$13.6K -1,500 -83%
Geneos Wealth Management
239
Geneos Wealth Management
Colorado
$1.81K – – –
JP Morgan Chase
240
JP Morgan Chase
New York
$1.81K +$1.81K +200 New
Kovitz Investment Group Partners
241
Kovitz Investment Group Partners
Illinois
– -$23.8M -2,653,343 Closed
TI
242
TrueMark Investments
Illinois
– -$424K -47,200 Closed
Citadel Advisors
243
Citadel Advisors
Florida
– -$349K -38,885 Closed
HRT Financial
244
HRT Financial
New York
– -$284K -31,683 Closed
Prime Capital Investment Advisors
245
Prime Capital Investment Advisors
Kansas
– -$157K -17,484 Closed
Bank of New York Mellon
246
Bank of New York Mellon
New York
– -$146K -16,224 Closed
PFA
247
Petra Financial Advisors
Colorado
– -$127K -14,152 Closed
PFA
248
Pettinga Financial Advisors
Indiana
– -$126K -14,000 Closed
BP
249
BWM Planning
Texas
– -$110K -12,283 Closed
LWM
250
Lionsbridge Wealth Management
Florida
– -$104K -11,576 Closed