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Simplify Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1
Simplify Asset Management
Nevada
$107M
Osaic Holdings
2
Osaic Holdings
Arizona
$21.4M +$8.48M +405,641 +64%
SMM
3
Stadion Money Management
Georgia
$14.4M +$5.04M +241,072 +53%
LPL Financial
4
LPL Financial
California
$9.4M -$292K -13,986 -3%
PEA
5
Park Edge Advisors
Ohio
$5.12M +$1.82M +87,150 +54%
AAS
6
Avantax Advisory Services
Texas
$2.4M +$639K +30,547 +36%
SPC
7
Sigma Planning Corp
Michigan
$2.21M +$2.04M +97,662 +1,047%
Citadel Advisors
8
Citadel Advisors
Florida
$2M +$1.62M +77,386 +396%
NL
9
NWAM LLC
Washington
$1.83M -$247K -11,830 -12%
GWM
10
GK Wealth Management
Nevada
$1.38M +$1.4M +66,924 New
TC
11
TownSquare Capital
Utah
$1.21M +$362K +17,332 +42%
ACM
12
Andina Capital Management
Utah
$1.11M -$3.6M -172,116 -76%
Jane Street
13
Jane Street
New York
$1.09M -$1.46K -70 -0.1%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.03M +$185K +8,829 +21%
NWM
15
Napa Wealth Management
California
$965K -$384K -18,388 -28%
NA
16
NewEdge Advisors
Louisiana
$960K +$272 +13 +0%
AWS
17
Aspen Wealth Strategies
Colorado
$946K +$343K +16,429 +56%
SPIA
18
Steward Partners Investment Advisory
New York
$945K +$504K +24,110 +111%
IAN
19
Integrated Advisors Network
Texas
$900K +$540K +25,829 +145%
LIS
20
Legacy Investment Solutions
Idaho
$794K -$111K -5,297 -12%
LWMI
21
Legacy Wealth Management (Idaho)
Idaho
$794K -$111K -5,297 -12%
CW
22
CreativeOne Wealth
Kansas
$753K +$763K +36,478 New
OMC
23
Old Mission Capital
Illinois
$727K +$737K +35,255 New
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$570K +$95.2K +4,554 +20%
SA
25
Sanctuary Advisors
Indiana
$559K +$564K +26,984 New