Filing Research | Nuveen ESG Mid-Cap Value ETF Institutional Holdings

Snapshot holdings

28 / 28 loaded

#		Instrument	quantity
1	Abacus Wealth Partners, LLC	Shares	1.1MSH	$47.3M
2	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	266.9KSH	$11.6M
3	CANANDAIGUA NATIONAL BANK & TRUST CO	Shares	43.9KSH	$1.9M
4	Revolve Wealth Partners, LLC	Shares	29.0KSH	$1.3M
5	RTD Financial Advisors, Inc.	Shares	21.8KSH	$948.6K
6	Farther Finance Advisors, LLC	Shares	21.8KSH	$947.0K
7	Fingerlakes Wealth Management, Inc.	Shares	19.1KSH	$832.2K
8	RVW Wealth, LLC	Shares	17.1KSH	$744.2K
9	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	13.1KSH	$567.6K
10	PFG Investments, LLC	Shares	11.6KSH	$505.9K
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	10.9KSH	$482.5K
12	LexAurum Advisors, LLC	Shares	10.5KSH	$454.7K
13	Trust Co	Shares	9.8KSH	$425.2K
14	Falcon Wealth Planning	Shares	8.0KSH	$346.1K
15	Dynamic Advisor Solutions LLC	Shares	6.8KSH	$296.3K
16	Wealthcare Advisory Partners LLC	Shares	5.7KSH	$248.9K
17	McClarren Financial Advisors, Inc.	Shares	5.2KSH	$227.7K
18	AdvisorNet Financial, Inc	Shares	1.6KSH	$68.8K
19	Three Bearings Fiduciary Advisors, Inc.	Shares	797SH	$34.7K
20	Cape Investment Advisory, Inc.	Shares	499SH	$21.7K
21	Crewe Advisors LLC	Shares	410SH	$17.8K
22	Harbor Asset Planning, Inc.	Shares	323SH	$14.0K
23	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	123SH	$5.4K
24	IFP Advisors, Inc	Shares	72SH	$3.1K
25	EverSource Wealth Advisors, LLC	Shares	68SH	$3.0K
26	LANARK FINANCIAL, INC.	Shares	68SH	$3.0K
27	DHJJ Financial Advisors, Ltd.	Shares	35SH	$1.5K
28	CX Institutional	Shares	8.6KSH	$373

Manager changes2026-06-30 vs 2026-03-31

29 / 29 loaded

#		Instrument
1	Abacus Wealth Partners, LLC added	Shares	+74.3K	+$8.0M	$47.3M
2	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed	Shares	-343	+$1.2M	$11.6M
3	Farther Finance Advisors, LLC added	Shares	+17.1K	+$765.0K	$947.0K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+5.2K	+$260.8K	$482.5K
5	McClarren Financial Advisors, Inc. new	Shares	+5.2K	+$227.7K	$227.7K
6	EVERGREEN CAPITAL MANAGEMENT LLC added	Shares	+3.8K	+$207.1K	$567.6K
7	Revolve Wealth Partners, LLC trimmed	Shares	-65	+$134.3K	$1.3M
8	RTD Financial Advisors, Inc. trimmed	Shares	-49	+$101.0K	$948.6K
9	Fingerlakes Wealth Management, Inc. added	Shares	+1	+$90.4K	$832.2K
10	RVW Wealth, LLC unchanged	Shares	0	+$80.8K	$744.2K
11	LexAurum Advisors, LLC added	Shares	+455	+$67.0K	$454.7K
12	PFG Investments, LLC unchanged	Shares	0	+$54.9K	$505.9K
13	AdvisorNet Financial, Inc added	Shares	+948	+$44.2K	$68.8K
14	Dynamic Advisor Solutions LLC added	Shares	+126	+$37.0K	$296.3K
15	Trust Co trimmed	Shares	-498	+$26.8K	$425.2K
16	Cape Investment Advisory, Inc. new	Shares	+499	+$21.7K	$21.7K
17	Wealthcare Advisory Partners LLC trimmed	Shares	-137	+$21.7K	$248.9K
18	Falcon Wealth Planning trimmed	Shares	-869	+$3.9K	$346.1K
19	Three Bearings Fiduciary Advisors, Inc. unchanged	Shares	0	+$3.8K	$34.7K
20	Crewe Advisors LLC unchanged	Shares	0	+$1.9K	$17.8K
21	Harbor Asset Planning, Inc. unchanged	Shares	0	+$1.5K	$14.0K
22	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$582	$5.4K
23	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$321	$3.0K
24	LANARK FINANCIAL, INC. unchanged	Shares	0	+$321	$3.0K
25	DHJJ Financial Advisors, Ltd. unchanged	Shares	0	+$167	$1.5K
26	CX Institutional trimmed	Shares	-38	+$39	$373
27	Sound Income Strategies, LLC exited	Shares	-50	-$1.9K	$0
28	IFP Advisors, Inc trimmed	Shares	-397	-$15.1K	$3.1K
29	Neumann Capital Management, LLC exited	Shares	-16.2K	-$627.3K	$0