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Simplify Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WW
51
Winnow Wealth
Texas
$528K +$17K +822 +3%
WAM
52
Worth Asset Management
Texas
$525K +$23.3K +1,124 +5%
BW
53
Balance Wealth
Ohio
$476K -$196K -9,473 -29%
MML Investors Services
54
MML Investors Services
Massachusetts
$472K +$234K +11,312 +95%
M1FG
55
Mach-1 Financial Group
Arkansas
$449K -$10K -484 -2%
CFG
56
Cooper Financial Group
California
$444K
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$432K +$439K +21,199 New
AWS
58
Aspen Wealth Strategies
Colorado
$413K +$87.6K +4,236 +26%
RWM
59
Revisor Wealth Management
Ohio
$386K +$1.37K +66 +0.3%
WAM
60
WealthCare Asset Management
Missouri
$366K +$373K +18,004 New
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$359K -$2.3K -111 -0.6%
PCIA
62
Prime Capital Investment Advisors
Kansas
$350K
IFG
63
Independent Financial Group
California
$330K +$336K +16,220 New
ACM
64
Andina Capital Management
Utah
$323K -$381K -18,428 -54%
FIA
65
Foundations Investment Advisors
Arizona
$313K -$67.6K -3,269 -18%
PAS
66
Park Avenue Securities
New York
$311K -$3.95K -191 -1%
SAM
67
Secure Asset Management
Michigan
$301K +$306K +14,770 New
IAA
68
Independent Advisor Alliance
North Carolina
$287K +$291K +14,081 New
NA
69
NewEdge Advisors
Louisiana
$286K +$207 +10 +0.1%
FTS
70
Fifth Third Securities
Ohio
$284K +$289K +13,976 New
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$268K +$121K +5,837 +80%
DRP
72
Decker Retirement Planning
Utah
$248K -$16.2K -785 -6%
CF
73
Centaurus Financial
California
$240K +$244K +11,800 New
RPGK
74
Retirement Planning Group (Kansas)
Kansas
$237K +$241K +11,634 New
AWA
75
Arkadios Wealth Advisors
Georgia
$213K +$15.5K +750 +8%