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SEIS

SEI Select Small Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$17.9K -$28.5K -1,026 -62%
NA
27
NewEdge Advisors
Louisiana
$16.5K -$5.33K -192 -25%
WA
28
Whipplewood Advisors
Colorado
$10.3K +$2.55K +92 +33%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$10K -$50.8K -1,832 -84%
TPBG
30
Turning Point Benefit Group
Maryland
$3.72K -$40.2K -1,450 -92%
HI
31
Harbour Investments
Wisconsin
$2.79K
Bank of America
32
Bank of America
North Carolina
$754 +$749 +27 New
AR
33
Apeiron RIA
Texas
-$2.44M -87,488 Closed
AssetMark Inc
34
AssetMark Inc
California
-$5.25K -188 Closed
SPIA
35
Steward Partners Investment Advisory
New York
-$922 -33 Closed