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Virtus Terranova US Quality Momentum ETF
JOET

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$29.6M -$1.86M -42,631 -6%
Wells Fargo
2
Wells Fargo
California
$20.9M -$319K -7,317 -2%
LPL Financial
3
LPL Financial
California
$18.1M -$1.48M -33,870 -8%
Bank of America
4
Bank of America
North Carolina
$8.36M +$813K +18,663 +12%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$5.11M -$230K -5,271 -5%
MSFS
6
Main Street Financial Solutions
Pennsylvania
$5.1M -$316K -7,261 -6%
Raymond James Financial
7
Raymond James Financial
Florida
$4.93M -$186K -4,265 -4%
CWRP
8
Cassady Wealth & Retirement Planning
Nevada
$4.47M +$500K +11,470 +13%
NA
9
NewEdge Advisors
Louisiana
$4.28M +$81.5K +1,872 +2%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.57M +$15.1K +347 +0.6%
AR
11
Apeiron RIA
Texas
$2.45M -$224K -5,136 -9%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.97M -$334K -7,662 -15%
TCWM
13
Total Clarity Wealth Management
Illinois
$1.96M -$143K -3,280 -7%
WMP
14
Wealth Management Partners
Arizona
$1.85M -$575K -13,192 -25%
IFWM
15
Institute for Wealth Management
Colorado
$1.68M -$19.6K -450 -1%
BFG
16
Bleakley Financial Group
New Jersey
$1.31M +$24.8K +569 +2%
PWM
17
Palumbo Wealth Management
New York
$1.13M -$152K -3,492 -12%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$991K +$4.49K +103 +0.5%
HI
19
Harbour Investments
Wisconsin
$884K -$436 -10 -0.1%
SAI
20
Savvy Advisors Inc
New York
$807K -$112K -2,573 -13%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$787K +$7.19K +165 +1%
Citadel Advisors
22
Citadel Advisors
Florida
$687K -$424K -9,731 -40%
Creative Planning
23
Creative Planning
Kansas
$607K +$58.6K +1,345 +11%
ORC
24
O'Rourke & Company
Massachusetts
$577K +$20.3K +465 +4%
RWM
25
Ritholtz Wealth Management
New York
$567K – – –
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