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icono de AGGH

Simplify Aggregate Bond ETF
AGGH

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
WWA
1
WCG Wealth Advisors
Nevada
USD 46.2 M +USD 8.56 M +421,357 +23%
Simplify Asset Management
2
Simplify Asset Management
Nevada
USD 42.5 M – – –
Gradient Investments
3
Gradient Investments
Minnesota
USD 37.5 M +USD 37.7 M +1,857,938 Nuevas
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
USD 27.2 M +USD 3.12 M +153,424 +13%
Sowell Financial Services
5
Sowell Financial Services
Arkansas
USD 24.6 M +USD 428 k +21,089 +2%
LPL Financial
6
LPL Financial
California
USD 23.1 M +USD 6.83 M +336,330 +42%
AE Wealth Management
7
AE Wealth Management
Kansas
USD 15.5 M +USD 1.31 M +64,569 +9%
Stadion Money Management
8
Stadion Money Management
Georgia
USD 14.1 M +USD 182 k +8,976 +1%
Private Advisor Group
9
Private Advisor Group
New Jersey
USD 13.8 M +USD 13.9 M +683,238 Nuevas
WealthPlan Investment Management
10
WealthPlan Investment Management
Nebraska
USD 13.7 M -USD 839 k -41,302 -6%
Great Diamond Partners
11
Great Diamond Partners
Maine
USD 12.2 M +USD 703 k +34,600 +6%
Principal Securities
12
Principal Securities
Iowa
USD 10.3 M +USD 2.09 M +103,015 +25%
Brookwood Investment Group
13
Brookwood Investment Group
Arizona
USD 9.6 M +USD 133 k +6,529 +1%
Osaic Holdings
14
Osaic Holdings
Arizona
USD 9.5 M +USD 1.06 M +52,087 +12%
Prevail Innovative Wealth Advisors
15
Prevail Innovative Wealth Advisors
Kansas
USD 8.49 M -USD 44.1 k -2,170 -0.5%
PEA
16
Park Edge Advisors
Ohio
USD 8.43 M +USD 165 k +8,103 +2%
ECA
17
Elevated Capital Advisors
Utah
USD 8.02 M +USD 940 k +46,281 +13%
Financial Enhancement Group
18
Financial Enhancement Group
Indiana
USD 5.99 M +USD 255 k +12,542 +4%
Envestnet Portfolio Solutions
19
Envestnet Portfolio Solutions
Illinois
USD 4.23 M +USD 383 k +18,866 +10%
KCM
20
Key Capital Management
Tennessee
USD 4.13 M +USD 373 k +18,350 +10%
RA
21
RiverTree Advisors
Florida
USD 3.8 M +USD 642 k +31,615 +20%
EWM
22
Evolution Wealth Management
Florida
USD 3.3 M +USD 556 k +27,396 +20%
Brinker Capital Investments
23
Brinker Capital Investments
Pennsylvania
USD 2.93 M +USD 228 k +11,215 +8%
HBS
24
Howard Bailey Securities
Indiana
USD 2.86 M +USD 49.5 k +2,438 +2%
CFG
25
Copley Financial Group
California
USD 2.6 M +USD 2.62 M +128,942 Nuevas
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