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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
$30.1M +$4.43M +104,490 +17%
Wells Fargo
2
Wells Fargo
California
$21.1M +$909K +21,442 +4%
LPL Financial
3
LPL Financial
California
$15.7M +$7.46M +176,037 +89%
Bank of America
4
Bank of America
North Carolina
$6.29M -$1.95M -45,933 -23%
Raymond James Financial
5
Raymond James Financial
Florida
$4.96M -$277K -6,534 -5%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$4.68M +$1.34M +31,657 +40%
MSFS
7
Main Street Financial Solutions
Pennsylvania
$4.51M +$286K +6,747 +7%
NA
8
NewEdge Advisors
Louisiana
$3.97M -$2.68M -63,227 -40%
AR
9
Apeiron RIA
Texas
$2.73M +$140K +3,305 +5%
CWRP
10
Cassady Wealth & Retirement Planning
Nevada
$2.62M +$2.64M +62,348 New
Osaic Holdings
11
Osaic Holdings
Arizona
$2.32M -$1.72M -40,511 -42%
TCWM
12
Total Clarity Wealth Management
Illinois
$1.99M +$102K +2,410 +5%
WMP
13
Wealth Management Partners
Arizona
$1.74M +$283K +6,690 +19%
IFWM
14
Institute for Wealth Management
Colorado
$1.55M -$10.1K -238 -0.6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$1.51M +$559K +13,196 +58%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$1.33M -$13.6K -320 -1%
PWM
17
Palumbo Wealth Management
New York
$1.24M -$117K -2,759 -9%
BFG
18
Bleakley Financial Group
New Jersey
$1.09M +$53.2K +1,255 +5%
BCI
19
Brinker Capital Investments
Pennsylvania
$1.08M +$24.2K +571 +2%
DWM
20
DKM Wealth Management
California
$543K -$62.6K -1,478 -10%
RWM
21
Ritholtz Wealth Management
New York
$515K – – –
HI
22
Harbour Investments
Wisconsin
$511K +$14.7K +347 +3%
Creative Planning
23
Creative Planning
Kansas
$507K -$8.47K -200 -2%
EAM
24
Empirical Asset Management
Massachusetts
$476K -$794K -18,741 -62%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$435K +$10.4K +246 +2%
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