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SEI QiM U.S. Large Cap Value Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIA
26
Lynx Investment Advisory
District of Columbia
$926K -$4.18K -99 -0.4%
CWRP
27
Cassady Wealth & Retirement Planning
Nevada
$902K -$31.6K -749 -4%
PS
28
Principal Securities
Iowa
$694K -$7.34K -174 -1%
SA
29
Sonoma Allocations
California
$636K +$642K +15,206 New
SWP
30
Stratos Wealth Partners
Ohio
$588K -$172K -4,067 -22%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$524K -$761K -18,038 -59%
HP
32
Holistic Planning
Texas
$500K +$508K +12,035 New
CIA
33
Concurrent Investment Advisors
Florida
$479K -$16.4K -388 -3%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$419K +$17.4K +412 +4%
LA
35
LexAurum Advisors
Kansas
$377K +$383K +9,078 New
AIA
36
Accelerate Investment Advisors
California
$356K +$362K +8,566 New
MWP
37
Meriwether Wealth & Planning
Louisiana
$339K
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$325K +$98.6K +2,336 +43%
IWN
39
Independent Wealth Network
Iowa
$238K +$11.6K +275 +5%
AWM
40
Accurate Wealth Management
Florida
$235K +$1.18K +28 +0.5%
IFG
41
Independent Financial Group
California
$226K
AA
42
Aire Advisors
California
$200K +$203K +4,814 New
WA
43
WPG Advisers
Maryland
$178K -$30.2K -715 -14%
ASN
44
Advisory Services Network
Georgia
$173K +$176K +4,168 New
RF
45
Rossby Financial
Florida
$164K +$166K +3,933 New
WA
46
Whipplewood Advisors
Colorado
$150K +$120K +2,838 +372%
HI
47
Harbour Investments
Wisconsin
$127K +$132K +3,125 New
SGFG
48
Silver Grove Financial Group
New York
$106K -$4.81K -114 -4%
SOS
49
Silver Oak Securities
Tennessee
$103K -$48.4K -1,147 -32%
AF
50
Advisornet Financial
Minnesota
$63.2K -$4.98K -118 -7%