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SEI QiM U.S. Large Cap Momentum Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$234K -$464K -14,621 -67%
CA
27
Continuum Advisory
Idaho
$139K -$1.94K -61 -1%
AF
28
Advisornet Financial
Minnesota
$33.2K – – –
EverSource Wealth Advisors
29
EverSource Wealth Advisors
Alabama
$17.6K – – –
Steward Partners Investment Advisory
30
Steward Partners Investment Advisory
New York
$13.3K +$12.7K +400 New
AssetMark Inc
31
AssetMark Inc
California
$8.86K +$8.48K +267 New
CIA
32
Cape Investment Advisory
Georgia
$8.63K -$1.62K -51 -16%
IFP Advisors
33
IFP Advisors
Florida
$7.74K – – –
Wells Fargo
34
Wells Fargo
California
$3.92K +$3.75K +118 New
UBS Group
35
UBS Group
Switzerland
$2.82K +$2.7K +85 New
First Command Advisory Services
36
First Command Advisory Services
Texas
– +$11.5K +362 New