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SEI QiM U.S. Large Cap Momentum Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWRP
26
Cassady Wealth & Retirement Planning
Nevada
$925K -$27.7K -586 -3%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$922K +$57K +1,206 +6%
IWN
28
Independent Wealth Network
Iowa
$921K +$726K +15,369 +316%
LIA
29
Lynx Investment Advisory
District of Columbia
$850K -$6.14K -130 -0.7%
Citadel Advisors
30
Citadel Advisors
Florida
$767K -$31.7K -671 -4%
PS
31
Principal Securities
Iowa
$667K -$3.16K -67 -0.5%
SWP
32
Stratos Wealth Partners
Ohio
$581K -$155K -3,280 -20%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$475K +$25.4K +537 +5%
CIA
34
Concurrent Investment Advisors
Florida
$472K -$3.31K -70 -0.7%
LA
35
LexAurum Advisors
Kansas
$372K +$386K +8,175 New
AIA
36
Accelerate Investment Advisors
California
$358K +$371K +7,852 New
IAG
37
Investmark Advisory Group
Connecticut
$298K +$1.42K +30 +0.5%
OFS
38
OneAscent Financial Services
Alabama
$280K -$283 -6 -0.1%
Morgan Stanley
39
Morgan Stanley
New York
$274K -$17.2K -365 -6%
UBS Group
40
UBS Group
Switzerland
$255K +$253K +5,358 +2,280%
Jane Street
41
Jane Street
New York
$249K +$258K +5,466 New
AWM
42
Accurate Wealth Management
Florida
$239K +$2.03K +43 +0.9%
VA
43
Valmark Advisers
Ohio
$222K +$2.79K +59 +1%
WA
44
WPG Advisers
Maryland
$175K -$25.3K -535 -12%
RF
45
Rossby Financial
Florida
$167K +$170K +3,601 New
ASN
46
Advisory Services Network
Georgia
$163K +$169K +3,581 New
WA
47
Whipplewood Advisors
Colorado
$140K +$123K +2,602 +556%
HI
48
Harbour Investments
Wisconsin
$126K +$136K +2,878 New
SGFG
49
Silver Grove Financial Group
New York
$106K -$472 -10 -0.4%
SOS
50
Silver Oak Securities
Tennessee
$99.8K -$47.2K -999 -31%