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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
$11.6M +$5.45M +141,675 +80%
Wells Fargo
2
Wells Fargo
California
$11.1M +$1.48M +38,444 +15%
Bank of America
3
Bank of America
North Carolina
$7.62M +$4.8M +124,824 +150%
LPL Financial
4
LPL Financial
California
$4.95M -$88K -2,287 -2%
NA
5
NewEdge Advisors
Louisiana
$4.52M +$2.59M +67,158 +119%
Raymond James Financial
6
Raymond James Financial
Florida
$4.24M +$3.24M +84,226 +265%
MSFS
7
Main Street Financial Solutions
Pennsylvania
$3.29M +$983K +25,545 +40%
TCWM
8
Total Clarity Wealth Management
Illinois
$2.43M – – –
EAM
9
Empirical Asset Management
Massachusetts
$2.3M +$49.9K +1,297 +2%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.17M -$941K -24,457 -29%
AR
11
Apeiron RIA
Texas
$1.74M +$530K +13,762 +41%
IFWM
12
Institute for Wealth Management
Colorado
$1.48M – – –
PWM
13
Palumbo Wealth Management
New York
$1.33M -$97.7K -2,538 -7%
Citadel Advisors
14
Citadel Advisors
Florida
$1.18M +$1.24M +32,179 New
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.17M +$679K +17,653 +124%
BCI
16
Brinker Capital Investments
Pennsylvania
$914K +$270K +7,003 +39%
OPS
17
Orion Portfolio Solutions
Nebraska
$914K +$270K +7,003 +39%
DWM
18
DKM Wealth Management
California
$576K +$54.8K +1,423 +10%
GIM
19
Grassi Investment Management
California
$549K -$2.69K -70 -0.5%
AFM
20
Armstrong Fleming & Moore
District of Columbia
$470K +$495K +12,856 New
HI
21
Harbour Investments
Wisconsin
$438K – – –
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$413K +$200K +5,189 +85%
RWM
23
Ritholtz Wealth Management
New York
$329K +$66.7K +1,732 +24%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$298K -$1.19M -30,792 -79%
KAS
25
Kestra Advisory Services
Texas
$275K +$290K +7,522 New
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