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Simplify Opportunistic Income ETF
CRDT

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
ACA
1
Ascension Capital Advisors
Texas
USD 15.1 M +USD 46 k +1,983 +0.3%
Continuum Advisory
2
Continuum Advisory
Idaho
USD 10.5 M +USD 332 k +14,316 +3%
Pathstone Holdings
3
Pathstone Holdings
New Jersey
USD 627 k +USD 618 k +26,650 Nuevas
AE Wealth Management
4
AE Wealth Management
Kansas
USD 611 k -USD 21.6 k -929 -3%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
USD 293 k +USD 72.7 k +3,135 +34%
Trajan Wealth
6
Trajan Wealth
Arizona
USD 210 k -USD 510 -22 -0.2%
Osaic Holdings
7
Osaic Holdings
Arizona
USD 92.6 k +USD 21 k +906 +30%
LAS
8
Lloyd Advisory Services
Georgia
USD 83.7 k +USD 64.9 k +2,797 +369%
Mather Group
9
Mather Group
Illinois
USD 16.9 k -USD 19.6 k -845 -54%
KFG
10
Kingdom Financial Group
Arizona
USD 16 k -USD 1.86 k -80 -11%
TAP
11
Tounjian Advisory Partners
Florida
USD 9.31 k +USD 9.19 k +396 Nuevas
NA
12
Networth Advisors
Pennsylvania
USD 5.66 k +USD 951 +41 +21%
IFG Advisory
13
IFG Advisory
Georgia
USD 3.76 k +USD 3.71 k +160 Nuevas
Geneos Wealth Management
14
Geneos Wealth Management
Colorado
USD 3.12 k +USD 46 +2 +2%
ECA
15
Elevated Capital Advisors
Utah
USD 1.61 k -USD 998 -43 -39%
Compass Financial Management
16
Compass Financial Management
Florida
USD 750 +USD 742 +32 Nuevas
MFS
17
Montgomery Financial Services
Maryland
USD 729 +USD 719 +31 Nuevas
MAWAG
18
Mid-American Wealth Advisory Group
Missouri
– -USD 4.69 M -201,104 Cerradas
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
– -USD 538 k -23,859 Cerradas
Principal Securities
20
Principal Securities
Iowa
– -USD 538 k -23,859 Cerradas
Jane Street
21
Jane Street
New York
– -USD 384 k -17,026 Cerradas
Steward Partners Investment Advisory
22
Steward Partners Investment Advisory
New York
– -USD 35.1 k -1,558 Cerradas