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Nuveen Municipal Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Mascoma Wealth Management
New Hampshire
$517K -$134K -13,222 -20%
CCWA
52
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$506K -$10.2K -1,004 -2%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$494K +$45.1K +4,435 +10%
LNB
54
Ledyard National Bank
$465K +$104K +10,200 +29%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$461K -$64.1K -6,304 -12%
CIA
56
Capital Investment Advisors
Georgia
$452K +$72.7K +7,149 +19%
RVPG
57
Relative Value Partners Group
$436K
YP
58
Yellowstone Partners
Idaho
$401K +$488 +48 +0.1%
RC
59
Roundview Capital
New Jersey
$397K
BBA
60
BLB&B Advisors
Pennsylvania
$370K -$5.08K -500 -1%
IWC
61
Integrated Wealth Concepts
Massachusetts
$366K +$364K +35,780 New
AWM
62
Aries Wealth Management
Maine
$366K +$371K +36,500 New
Creative Planning
63
Creative Planning
Kansas
$353K -$19.2K -1,886 -5%
IAMOG
64
Investors Asset Management of Georgia
Georgia
$352K -$7.63K -750 -2%
KLI
65
Kelman-Lazarov Inc
Tennessee
$319K
OC
66
Oarsman Capital
Wisconsin
$317K +$14.2K +1,400 +5%
HK
67
Horizon Kinetics
New York
$315K
AIM
68
Anchor Investment Management
South Carolina
$304K
SFS
69
Sowell Financial Services
Arkansas
$298K +$224 +22 +0.1%
Squarepoint
70
Squarepoint
New York
$280K +$281K +27,622 New
RJT
71
Raymond James Trust
Florida
$262K +$58.6K +5,760 +29%
PCM
72
Peak Capital Management
Colorado
$246K
CFP
73
Cornerstone Financial Partners
North Carolina
$232K -$28.3K -2,783 -11%
FAIM
74
Financial Advocates Investment Management
Washington
$232K +$233K +22,910 New
US Bancorp
75
US Bancorp
Minnesota
$227K +$36.9K +3,632 +19%