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Simplify High Yield ETF
CDX

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Signature Estate & Investment Advisors
1
Signature Estate & Investment Advisors
California
USD 41 M +USD 2.5 M +117,249 +6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
USD 35 M +USD 3.39 M +159,062 +11%
AE Wealth Management
3
AE Wealth Management
Kansas
USD 25 M -USD 1.71 M -80,224 -6%
PEA
4
Park Edge Advisors
Ohio
USD 16.3 M +USD 349 k +16,351 +2%
Insight Wealth Strategies
5
Insight Wealth Strategies
California
USD 16 M +USD 1.8 M +84,230 +12%
Altiora Financial Group
6
Altiora Financial Group
Ohio
USD 12.1 M -USD 6.95 M -326,118 -36%
Principal Securities
7
Principal Securities
Iowa
USD 9.13 M +USD 1.15 M +54,012 +14%
DWM
8
Drive Wealth Management
Utah
USD 7.92 M -USD 460 k -21,587 -5%
Brinker Capital Investments
9
Brinker Capital Investments
Pennsylvania
USD 7.89 M +USD 852 k +39,946 +12%
LPL Financial
10
LPL Financial
California
USD 7.77 M -USD 4.66 M -218,689 -37%
Flagship Harbor Advisors
11
Flagship Harbor Advisors
Massachusetts
USD 6.72 M +USD 680 k +31,898 +11%
Meridian Wealth Management
12
Meridian Wealth Management
Kentucky
USD 6.65 M +USD 133 k +6,223 +2%
Soltis Investment Advisors
13
Soltis Investment Advisors
Utah
USD 5.77 M +USD 2.15 M +101,000 +59%
Envestnet Portfolio Solutions
14
Envestnet Portfolio Solutions
Illinois
USD 5.65 M +USD 549 k +25,739 +11%
WWA
15
WCG Wealth Advisors
Nevada
USD 5.42 M +USD 1.78 M +83,471 +48%
Osaic Holdings
16
Osaic Holdings
Arizona
USD 5.28 M +USD 149 k +6,973 +3%
SlateStone Wealth
17
SlateStone Wealth
Florida
USD 4.91 M -USD 20.3 k -951 -0.4%
AWA
18
Adapt Wealth Advisors
Georgia
USD 4.25 M -USD 271 k -12,701 -6%
Focus Partners Wealth
19
Focus Partners Wealth
Massachusetts
USD 4.22 M +USD 74.2 k +3,482 +2%
Security National Bank
20
Security National Bank
Nebraska
USD 3.66 M -USD 960 k -45,020 -21%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
USD 3.63 M -USD 371 k -17,397 -9%
Fifth Third Securities
22
Fifth Third Securities
Ohio
USD 3.49 M +USD 742 k +34,788 +27%
Steward Partners Investment Advisory
23
Steward Partners Investment Advisory
New York
USD 2.92 M -USD 101 k -4,758 -3%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
USD 2.85 M +USD 1.34 M +62,881 +87%
Kingsview Wealth Management
25
Kingsview Wealth Management
Oregon
USD 2.7 M +USD 63.4 k +2,974 +2%
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