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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
$26.3M +$9.56M +229,669 +60%
Wells Fargo
2
Wells Fargo
California
$20.7M +$5.39M +129,488 +37%
LPL Financial
3
LPL Financial
California
$8.52M +$2.32M +55,730 +39%
Bank of America
4
Bank of America
North Carolina
$8.42M +$326K +7,836 +4%
NA
5
NewEdge Advisors
Louisiana
$6.79M +$123K +2,958 +2%
Raymond James Financial
6
Raymond James Financial
Florida
$5.36M +$254K +6,113 +5%
MSFS
7
Main Street Financial Solutions
Pennsylvania
$4.32M +$401K +9,633 +11%
Osaic Holdings
8
Osaic Holdings
Arizona
$4.07M -$427K -10,257 -10%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$3.43M +$2.84M +68,148 +589%
MML Investors Services
10
MML Investors Services
Massachusetts
$3.04M +$1.47M +35,251 +99%
AR
11
Apeiron RIA
Texas
$2.57M +$224K +5,384 +10%
TCWM
12
Total Clarity Wealth Management
Illinois
$1.93M -$18.4K -443 -1%
IFWM
13
Institute for Wealth Management
Colorado
$1.6M -$90.9K -2,183 -6%
WMP
14
Wealth Management Partners
Arizona
$1.5M +$285K +6,836 +24%
PWM
15
Palumbo Wealth Management
New York
$1.38M -$128K -3,066 -9%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.38M -$969K -23,278 -42%
EAM
17
Empirical Asset Management
Massachusetts
$1.29M -$1.39M -33,417 -53%
BCI
18
Brinker Capital Investments
Pennsylvania
$1.08M +$5.5K +132 +0.5%
BFG
19
Bleakley Financial Group
New Jersey
$1.06M +$87.5K +2,102 +9%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$979K -$578K -13,883 -38%
Citadel Advisors
21
Citadel Advisors
Florida
$842K +$815K +19,581 New
DWM
22
DKM Wealth Management
California
$619K -$20.5K -492 -3%
Creative Planning
23
Creative Planning
Kansas
$528K +$511K +12,266 New
RWM
24
Ritholtz Wealth Management
New York
$527K – – –
HI
25
Harbour Investments
Wisconsin
$508K – – –
1
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