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SEI QiM U.S. Large Cap Quality Active ETF
SEIQ

Name Holding Trade Value Shares
Change 		Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$195M +$190M +6,074,886 New
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$4.57M +$4.45M +141,895 New
Truist Financial
3
Truist Financial
North Carolina
$4.45M +$4.34M +138,396 New
HPFG
4
Hart & Patterson Financial Group
Massachusetts
$3.77M +$3.67M +117,253 New
Osaic Holdings
5
Osaic Holdings
Arizona
$1.19M +$3.29K +105 +0.3%
CFA
6
Cahill Financial Advisors
Minnesota
$1.15M +$1.12M +35,676 New
EWA
7
Exencial Wealth Advisors
Oklahoma
$907K +$883K +28,197 New
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$846K +$823K +26,283 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$601K +$585K +18,680 New
CAG
10
Csenge Advisory Group
Florida
$564K +$550K +17,543 New
PWM
11
Perigon Wealth Management
California
$501K +$488K +15,577 New
UAG
12
United Advisor Group
Ohio
$461K +$449K +14,320 New
SWP
13
Stratos Wealth Partners
Ohio
$449K +$437K +13,954 New
LPL Financial
14
LPL Financial
California
$335K +$326K +10,404 New
MLA
15
My Legacy Advisors
Oregon
$269K +$261K +8,346 New
PFA
16
Petra Financial Advisors
Colorado
$265K – – –
MA
17
MONECO Advisors
Connecticut
$209K +$203K +6,495 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$146K +$118K +3,771 +492%
PS
19
Principal Securities
Iowa
$113K +$110K +3,499 New
CA
20
Continuum Advisory
Idaho
$64.6K +$63.8K +2,037 New
AF
21
Advisornet Financial
Minnesota
$15.5K +$15.1K +481 New
EWA
22
EverSource Wealth Advisors
Alabama
$7.72K -$4.36K -139 -35%
UBS Group
23
UBS Group
Switzerland
$6.47K +$6.3K +201 New
CIA
24
Cape Investment Advisory
Georgia
$4.79K +$4.67K +149 New
IA
25
IFP Advisors
Florida
$3.6K +$3.51K +112 New
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