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SEI QiM U.S. Large Cap Momentum Active ETF
SEIM

Name Holding Trade Value Shares
Change 		Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$597M +$105M +2,415,116 +22%
STB
2
S&T Bank
Pennsylvania
$14.1M +$5.63M +129,784 +72%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$12.2M +$1.57M +36,097 +16%
Truist Financial
4
Truist Financial
North Carolina
$11.5M +$1.46M +33,696 +15%
BPA
5
Beacon Pointe Advisors
California
$11.2M +$10.7M +245,958 New
KF
6
K2 Financial
California
$4.68M +$844K +19,445 +23%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$4.25M +$971K +22,373 +31%
MFG
8
Merit Financial Group
Georgia
$4.2M +$872K +20,077 +28%
CAG
9
Csenge Advisory Group
Florida
$2.67M +$628K +14,462 +33%
CFA
10
Cahill Financial Advisors
Minnesota
$2.4M +$323K +7,430 +16%
EWA
11
Exencial Wealth Advisors
Oklahoma
$2.37M +$538K +12,395 +31%
NA
12
NewEdge Advisors
Louisiana
$2.33M +$351K +8,075 +19%
SWM
13
Stark Wealth Management
Pennsylvania
$2.21M +$947K +21,816 +81%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.19M +$330K +7,598 +19%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.69M +$1.08M +24,802 +195%
UAG
16
United Advisor Group
Ohio
$1.53M +$210K +4,836 +17%
PFA
17
Petra Financial Advisors
Colorado
$1.39M +$110K +2,527 +9%
PWM
18
Perigon Wealth Management
California
$1.33M +$211K +4,860 +20%
CCC
19
Compass Capital Corp
Massachusetts
$1.31M – – –
AC
20
Apella Capital
Connecticut
$1.31M +$1.27M +29,232 New
MWP
21
Meriwether Wealth & Planning
Louisiana
$1.19M +$505K +11,636 +80%
DE
22
Diversified Enterprises
Delaware
$1M +$99.2K +2,284 +12%
SA
23
Stewardship Advisors
Pennsylvania
$929K +$250K +5,761 +39%
SWP
24
Stratos Wealth Partners
Ohio
$798K +$763K +17,586 New
LIA
25
Lynx Investment Advisory
District of Columbia
$775K +$127K +2,914 +21%
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