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Virtus Terranova US Quality Momentum ETF
JOET

Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$493K +$261K +6,000 +129%
EAM
27
Empirical Asset Management
Massachusetts
$447K -$22.6K -519 -5%
TCM
28
Triumph Capital Management
Colorado
$406K +$180K +4,143 +89%
DWM
29
DKM Wealth Management
California
$351K -$7.71K -177 -2%
AAP
30
Arax Advisory Partners
Colorado
$334K +$314K +7,208 New
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$316K -$127K -2,921 -30%
KPWS
32
Kestra Private Wealth Services
Texas
$303K -$143K -3,292 -33%
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$271K -$305 -7 -0.1%
CWM
34
Clearview Wealth Management
California
$200K +$189K +4,331 New
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$162K +$128K +2,936 +528%
DFA
36
DHJJ Financial Advisors
Illinois
$136K +$1.22K +28 +1%
SPIA
37
Steward Partners Investment Advisory
New York
$64.9K – – –
SAM
38
Smartleaf Asset Management
Massachusetts
$47.3K – – –
HPBT
39
Hickory Point Bank & Trust
Illinois
$46.3K – – –
IA
40
IFG Advisory
Georgia
$38.6K +$36.3K +834 New
IWC
41
Integrated Wealth Concepts
Massachusetts
$29.6K +$27.9K +640 New
UBS Group
42
UBS Group
Switzerland
$22.3K -$63.7K -1,462 -75%
CFD
43
Creative Financial Designs
Indiana
$18.6K – – –
US Bancorp
44
US Bancorp
Minnesota
$18.5K – – –
SWM
45
Spire Wealth Management
Virginia
$17.4K – – –
CA
46
Centerpoint Advisors
Massachusetts
$17K +$16.1K +369 New
JP Morgan Chase
47
JP Morgan Chase
New York
$12.4K +$9.45K +217 +402%
APFP
48
Action Point Financial Planning
Michigan
$8.33K +$7.84K +180 New
AAS
49
Ameritas Advisory Services
Nebraska
$5.16K +$4.83K +111 New
MP
50
McDonald Partners
Ohio
$4.58K +$4.31K +99 New
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