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SEI QiM U.S. Large Cap Value Active ETF
SEIV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Goldman Sachs
26
Goldman Sachs
New York
USD 1.25 M +USD 1.19 M +26,084 Nuevas
Holistic Planning
27
Holistic Planning
Texas
USD 1.17 M +USD 566 k +12,377 +103%
Stewardship Advisors
28
Stewardship Advisors
Pennsylvania
USD 1.15 M -USD 34 k -743 -3%
LPL Financial
29
LPL Financial
California
USD 1.13 M -USD 73.6 k -1,608 -6%
Lynx Investment Advisory
30
Lynx Investment Advisory
District of Columbia
USD 1.04 M -USD 23.4 k -512 -2%
Cassady Wealth & Retirement Planning
31
Cassady Wealth & Retirement Planning
Nevada
USD 940 k -USD 38 k -831 -4%
Principal Securities
32
Principal Securities
Iowa
USD 827 k +USD 23.6 k +515 +3%
Stratos Wealth Partners
33
Stratos Wealth Partners
Ohio
USD 742 k +USD 60.7 k +1,326 +9%
Concurrent Investment Advisors
34
Concurrent Investment Advisors
Florida
USD 523 k -USD 28.1 k -615 -5%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
USD 419 k -USD 178 k -3,882 -31%
LexAurum Advisors
36
LexAurum Advisors
Kansas
USD 411 k -USD 23.5 k -513 -6%
Accelerate Investment Advisors
37
Accelerate Investment Advisors
California
USD 410 k -USD 1.24 k -27 -0.3%
Meriwether Wealth & Planning
38
Meriwether Wealth & Planning
Louisiana
USD 392 k – – –
IWN
39
Independent Wealth Network
Iowa
USD 342 k +USD 64.1 k +1,401 +24%
Sonoma Allocations
40
Sonoma Allocations
California
USD 327 k -USD 385 k -8,423 -55%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
USD 304 k -USD 172 k -3,748 -37%
Lifeworks Advisors
42
Lifeworks Advisors
Michigan
USD 292 k +USD 278 k +6,080 Nuevas
Cetera Investment Advisers
43
Cetera Investment Advisers
Illinois
USD 277 k -USD 94.2 k -2,058 -26%
Independent Financial Group
44
Independent Financial Group
California
USD 261 k – – –
Foundry Financial Group
45
Foundry Financial Group
New Hampshire
USD 238 k +USD 227 k +4,959 Nuevas
Kestra Advisory Services
46
Kestra Advisory Services
Texas
USD 231 k +USD 220 k +4,810 Nuevas
Aire Advisors
47
Aire Advisors
California
USD 229 k -USD 1.92 k -42 -0.9%
Valmark Advisers
48
Valmark Advisers
Ohio
USD 224 k +USD 214 k +4,677 Nuevas
Advisory Services Network
49
Advisory Services Network
Georgia
USD 218 k +USD 17.3 k +377 +9%
Park Avenue Securities
50
Park Avenue Securities
New York
USD 215 k +USD 205 k +4,474 Nuevas
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