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Virtus Reaves Utilities ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPW
101
BlueDoor Private Wealth
Massachusetts
$692K +$96.2K +1,186 +16%
BFG
102
Berger Financial Group
Minnesota
$659K +$8.44K +104 +1%
MCM
103
MAI Capital Management
Ohio
$656K +$32.9K +406 +5%
Thrivent Financial for Lutherans
104
Thrivent Financial for Lutherans
Minnesota
$655K -$8.15M -100,405 -93%
TA
105
TrueWealth Advisors
Alabama
$652K +$16.8K +207 +3%
CFA
106
Collaborative Fund Advisors
Nevada
$639K +$635K +7,822 New
FHC
107
First Heartland Consultants
Missouri
$631K +$50.3K +620 +9%
WAP
108
Wealthcare Advisory Partners
Pennsylvania
$629K +$17.4K +215 +3%
LMFP
109
Larry Mathis Financial Planning
Arizona
$626K +$236K +2,904 +61%
CAG
110
Csenge Advisory Group
Florida
$586K +$222K +2,730 +62%
PWA
111
Phoenix Wealth Advisors
North Carolina
$585K -$17.2K -212 -3%
RMF
112
Red Mountain Financial
Colorado
$579K +$1.38K +17 +0.2%
MA
113
Mutual Advisors
Nebraska
$556K +$3.65K +45 +0.7%
OPWM
114
Oregon Pacific Wealth Management
Oregon
$542K +$2.11K +26 +0.4%
RFN
115
Redwood Financial Network
Ohio
$505K +$75.5K +930 +18%
DAS
116
Dynamic Advisor Solutions
Arizona
$496K +$18K +222 +4%
CIA
117
Concurrent Investment Advisors
Florida
$492K +$51K +629 +12%
WI
118
WBI Investments
New Jersey
$490K +$95.3K +1,174 +24%
BPA
119
Beacon Pointe Advisors
California
$484K -$335K -4,123 -41%
Morgan Stanley
120
Morgan Stanley
New York
$479K -$2.04M -25,089 -81%
RIA
121
Rhodes Investment Advisors
Texas
$456K -$537K -6,620 -54%
FFN
122
Focus Financial Network
Minnesota
$455K +$452K +5,569 New
WC
123
Weil Company
California
$433K
Truist Financial
124
Truist Financial
North Carolina
$410K -$40.1K -494 -9%
Corient Private Wealth
125
Corient Private Wealth
Florida
$404K +$108K +1,327 +37%