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Virtus Reaves Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
26
MONECO Advisors
Connecticut
$1.17M +$1.21M +18,049 New
CWM
27
Comprehensive Wealth Management
Washington
$1.08M +$185K +2,752 +20%
MML Investors Services
28
MML Investors Services
Massachusetts
$979K +$466K +6,938 +84%
OPA
29
Old Port Advisors
Maine
$956K +$993K +14,793 New
AWP
30
Atlas Wealth Partners
Pennsylvania
$897K -$79.7K -1,187 -8%
BAM
31
Belpointe Asset Management
Nevada
$746K +$775K +11,541 New
UBS Group
32
UBS Group
Switzerland
$725K +$753K +11,222 New
BEI
33
Benjamin Edwards Inc
Missouri
$717K +$242K +3,600 +48%
SG
34
StoneX Group
New York
$696K -$46.7K -695 -6%
PS
35
Principal Securities
Iowa
$648K
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$604K +$628K +9,350 New
NS
37
NBC Securities
Alabama
$571K +$594K +8,846 +110,575%
BCM
38
Brookstone Capital Management
Illinois
$565K +$42.5K +633 +8%
SCM
39
Sunbeam Capital Management
Georgia
$559K +$20.3K +303 +4%
NWM
40
Nova Wealth Management
Florida
$487K -$10.5K -156 -2%
TA
41
TrueWealth Advisors
Alabama
$451K +$107K +1,594 +30%
SPIA
42
Steward Partners Investment Advisory
New York
$404K +$89.8K +1,337 +27%
Jane Street
43
Jane Street
New York
$401K +$417K +6,204 New
Envestnet Portfolio Solutions
44
Envestnet Portfolio Solutions
Illinois
$400K +$416K +6,191 New
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$395K +$411K +6,116 New
Mariner
46
Mariner
Kansas
$365K +$380K +5,658 New
AWA
47
Arkadios Wealth Advisors
Georgia
$364K +$120K +1,794 +47%
WC
48
Weil Company
California
$342K
PFS
49
Prospera Financial Services
Texas
$332K -$43.7K -651 -11%
KWM
50
Kingsview Wealth Management
Oregon
$318K +$331K +4,930 New