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SEI QiM U.S. Large Cap Momentum Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
26
Meriwether Wealth & Planning
Louisiana
$612K -$2.02M -53,103 -79%
LIA
27
Lynx Investment Advisory
District of Columbia
$597K +$13.9K +366 +3%
Osaic Holdings
28
Osaic Holdings
Arizona
$537K -$1.66M -43,633 -77%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$526K -$38.7K -1,020 -8%
PS
30
Principal Securities
Iowa
$509K +$63.9K +1,682 +16%
WA
31
Whipplewood Advisors
Colorado
$300K -$33.4K -880 -11%
CIA
32
Concurrent Investment Advisors
Florida
$280K +$252K +6,630 New
BI
33
Binnacle Investments
Iowa
$268K +$96.2K +2,533 +66%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$265K -$120K -3,163 -34%
Morgan Stanley
35
Morgan Stanley
New York
$262K -$3.68K -97 -2%
Citadel Advisors
36
Citadel Advisors
Florida
$248K -$703K -18,523 -76%
IAG
37
Investmark Advisory Group
Connecticut
$228K +$205K +5,404 New
LA
38
LexAurum Advisors
Kansas
$223K +$201K +5,282 New
AWM
39
Accurate Wealth Management
Florida
$222K +$200K +5,257 New
AG
40
Ascent Group
Virginia
$204K +$184K +4,841 New
WA
41
WPG Advisers
Maryland
$166K -$5.58K -147 -4%
AF
42
Advisornet Financial
Minnesota
$66.5K
AssetMark Inc
43
AssetMark Inc
California
$51.6K +$30.8K +812 +198%
HI
44
Harbour Investments
Wisconsin
$29.7K +$8.54K +225 +47%
EWA
45
EverSource Wealth Advisors
Alabama
$22K +$38 +1 +0.2%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$19K
CIA
47
Cape Investment Advisory
Georgia
$12.4K -$1.75K -46 -14%
US Bancorp
48
US Bancorp
Minnesota
$9.99K +$9K +237 New
IA
49
IFP Advisors
Florida
$9.82K
GRP
50
Global Retirement Partners
California
$3.63K +$3.27K +86 New