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Virtus Terranova US Quality Momentum ETF
JOET

Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$6.29M +$5.62M +167,328 +1,053%
NA
2
NewEdge Advisors
Louisiana
$4.44M -$147K -4,365 -3%
LPL Financial
3
LPL Financial
California
$3.98M +$260K +7,745 +7%
TCWM
4
Total Clarity Wealth Management
Illinois
$3.36M +$47.4K +1,411 +1%
Morgan Stanley
5
Morgan Stanley
New York
$2.6M +$354K +10,552 +16%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.42M +$1.05M +31,147 +79%
IFWM
7
Institute for Wealth Management
Colorado
$1.44M -$9.81K -292 -0.7%
PWM
8
Palumbo Wealth Management
New York
$1.36M -$78.9K -2,348 -6%
MSFS
9
Main Street Financial Solutions
Pennsylvania
$1.09M +$75.3K +2,242 +8%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1M -$112K -3,339 -10%
RJA
11
Raymond James & Associates
Florida
$795K -$77.1K -2,297 -9%
EAM
12
Empirical Asset Management
Massachusetts
$795K +$777K +23,142 New
Goldman Sachs
13
Goldman Sachs
New York
$787K – – –
GIM
14
Grassi Investment Management
California
$530K +$3.36K +100 +0.7%
BCI
15
Brinker Capital Investments
Pennsylvania
$462K +$452K +13,456 New
OPS
16
Orion Portfolio Solutions
Nebraska
$462K +$452K +13,456 New
HI
17
Harbour Investments
Wisconsin
$458K – – –
MML Investors Services
18
MML Investors Services
Massachusetts
$443K +$434K +12,916 New
OMC
19
Old Mission Capital
Illinois
$384K +$376K +11,197 New
Bank of America
20
Bank of America
North Carolina
$326K +$2.15K +64 +0.7%
AWS
21
Atria Wealth Solutions
New York
$261K +$54.2K +1,613 +27%
RWM
22
Ritholtz Wealth Management
New York
$240K +$235K +7,000 New
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$204K +$200K +5,956 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$181K – – –
MIA
25
Milestone Investment Advisors
Wisconsin
$111K -$33.8K -1,007 -24%
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