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Nuveen ESG Mid-Cap Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 187,468 | $8.15M | $8.55M | $399,319.16 | 4.9% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,503 | $132,306.44 | $159,736.8 | $27,430.36 | 20.73% |
 Steven Scruggs FPA Queens Road Small Cap Value Fund | 9,049 | $268,824.61 | $412,815.38 | $143,990.77 | 53.56% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 5,159 | $224,364.91 | $236,158.38 | $11,793.47 | 5.26% |
| RR rosemary richard WCG Wealth Advisors LLC | 63,618 | $2.44M | $2.91M | $476,731.3 | 19.57% |
 Lindsey Seagraves Carson Advisory Inc. | 18,070 | $513,730.1 | $823,630.6 | $309,900.5 | 60.32% |
 Marshall McCormick Fingerlakes Wealth Management Inc. | 19,135 | $610,680.62 | $845,192.95 | $234,512.33 | 38.4% |
 Russell Mohberg Regatta Capital Group LLC | 34,929 | $1.07M | $1.59M | $523,347.57 | 48.91% |
 Michael Byun SageView Advisory Group LLC | 16,000 | $563,395 | $729,920 | $166,525 | 29.56% |
 Rosemarie Ranzie Stage Harbor Financial LLC | 5,755 | $183,723.49 | $262,543.1 | $78,819.61 | 42.9% |
 Rachel Faulk Cape Investment Advisory Inc. | 499 | $21,702 | $22,040.83 | $338.83 | 1.56% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 6,854 | $266,251.81 | $302,741.18 | $36,489.37 | 13.7% |
| PIL PFG Investments LLC PFG Investments LLC | 11,632 | $450,971 | $513,785.44 | $62,814.44 | 13.93% |
 Brett Pohl Invera Wealth Advisors, LLC | 30,584 | $974,170.21 | $1.35M | $376,725.07 | 38.67% |
 Jorge Paganin Abacus Wealth Partners, LLC | 1.09M | $35.92M | $48.01M | $12.09M | 33.65% |
 Christopher C. Powers Farther Finance Advisors, LLC | 21,776 | $915,362.55 | $961,845.92 | $46,483.37 | 5.08% |
 Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 26,704 | $759,194.72 | $1.22M | $459,041.76 | 60.46% |
 Steven D Urban Urban Financial Advisory Corp | 514 | $18,940.33 | $22,703.38 | $3,763.05 | 19.87% |
 BRUCE G ALLEN Bruce G. Allen Investments, LLC | 370 | $11,670 | $16,342.9 | $4,672.9 | 40.04% |
 Alan Gilmore Private Wealth Management Group, LLC | 6,897 | $232,011.21 | $304,640.49 | $72,629.28 | 31.3% |
