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Nuveen Municipal Value Fund

Name Holding Trade Value Shares
Change
Change in
Stake
HVIA
101
Hudson Valley Investment Advisors
New York
$330K
WWM
102
Western Wealth Management
Colorado
$324K +$329K +36,000 New
WCM
103
WealthBridge Capital Management
Ohio
$316K
CS
104
Capital Square
Tennessee
$315K +$45.7K +4,999 +17%
LF
105
Lantz Financial
Illinois
$311K -$22.8K -2,500 -7%
VC
106
Vicus Capital
Pennsylvania
$309K +$2.21K +242 +0.7%
MWM
107
Melfa Wealth Management
Massachusetts
$295K -$2.72K -298 -0.9%
EH
108
Equitable Holdings
New York
$295K +$160K +17,527 +116%
Brown Advisory
109
Brown Advisory
Maryland
$294K
MCM
110
MAI Capital Management
Ohio
$292K
CIA
111
Capital Investment Advisors
Georgia
$290K -$14.1K -1,540 -5%
WANY
112
Wealthspire Advisors (New York)
New York
$283K
PAG
113
Private Advisor Group
New Jersey
$283K +$96.4K +10,551 +51%
IAA
114
Independent Advisor Alliance
North Carolina
$271K +$275K +30,100 New
CSP
115
Cary Street Partners
Virginia
$266K +$55.5K +6,073 +26%
SHFP
116
Second Half Financial Partners
Florida
$265K
MFA
117
Mayflower Financial Advisors
Massachusetts
$246K
HNB
118
Huntington National Bank
Ohio
$246K
EW
119
Element Wealth
Mississippi
$235K -$13.4K -1,469 -5%
PB
120
Pinnacle Bancorp
Nebraska
$234K
MC
121
Moors & Cabot
Massachusetts
$230K -$4.57K -500 -2%
CBU
122
CIBC Bancorp USA
Illinois
$223K +$226K +24,764 New
SQA
123
Simon Quick Advisors
New Jersey
$213K +$216K +23,638 New
CCA
124
Corps Capital Advisors
Texas
$211K
FPAS
125
Focus Partners Advisor Solutions
Missouri
$203K +$206K +22,543 New