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SEI QiM U.S. Large Cap Value Active ETF
SEIV

Name Holding Trade Value Shares
Change 		Change in
Stake
SEI Investments
1
SEI Investments
Pennsylvania
$442M +$3.11M +94,264 +0.8%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.6M -$12.6K -383 -0.1%
Truist Financial
3
Truist Financial
North Carolina
$8.95M -$11.8K -359 -0.1%
STB
4
S&T Bank
Pennsylvania
$7.32M +$6.39M +193,685 +1,704%
SWGC
5
Summit Wealth Group (Colorado)
Colorado
$6.39M +$5.9M +178,965 New
GWM
6
Geneos Wealth Management
Colorado
$3.8M -$68.6K -2,078 -2%
KF
7
K2 Financial
California
$3.5M -$68.2K -2,068 -2%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$3.03M +$131K +3,961 +5%
MFG
9
Merit Financial Group
Georgia
$2.95M +$153K +4,643 +6%
CFA
10
Cahill Financial Advisors
Minnesota
$1.86M -$221K -6,688 -11%
NA
11
NewEdge Advisors
Louisiana
$1.78M +$34K +1,031 +2%
CAG
12
Csenge Advisory Group
Florida
$1.74M +$85.9K +2,605 +5%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.73M +$96.4K +2,922 +6%
EWA
14
Exencial Wealth Advisors
Oklahoma
$1.65M -$82.7K -2,506 -5%
CCC
15
Compass Capital Corp
Massachusetts
$1.19M -$100K -3,042 -9%
UAG
16
United Advisor Group
Ohio
$1.19M +$707K +21,432 +180%
PFA
17
Petra Financial Advisors
Colorado
$1.16M +$16.8K +510 +2%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.1M -$1.35M -40,780 -57%
PWM
19
Perigon Wealth Management
California
$1M -$2.84K -86 -0.3%
SWM
20
Stark Wealth Management
Pennsylvania
$819K +$757K +22,945 New
DE
21
Diversified Enterprises
Delaware
$816K +$103K +3,129 +16%
SA
22
Stewardship Advisors
Pennsylvania
$605K +$16.6K +503 +3%
LPL Financial
23
LPL Financial
California
$590K -$1.39K -42 -0.3%
LIA
24
Lynx Investment Advisory
District of Columbia
$583K +$11.9K +361 +2%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$529K +$202K +6,123 +70%
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