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Simplify Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1
Simplify Asset Management
Nevada
$110M
PCIA
2
Prime Capital Investment Advisors
Kansas
$17.6M +$17.3M +829,936 New
SMM
3
Stadion Money Management
Georgia
$14.2M -$596K -28,604 -4%
LPL Financial
4
LPL Financial
California
$9.35M -$277K -13,273 -3%
JHC
5
J. Hagan Capital
Kentucky
$6.41M +$6.48M +310,843 New
BWS
6
Buck Wealth Strategies
Colorado
$6.26M +$6.18M +296,163 New
Osaic Holdings
7
Osaic Holdings
Arizona
$5.75M -$15.9M -764,351 -74%
FEG
8
Financial Enhancement Group
Indiana
$3.36M +$3.47M +166,645 New
EFG
9
Ethos Financial Group
Pennsylvania
$2.99M +$2.95M +141,378 New
PEA
10
Park Edge Advisors
Ohio
$2.95M -$2.27M -108,644 -44%
AAS
11
Avantax Advisory Services
Texas
$2.67M +$198K +9,514 +8%
SPC
12
Sigma Planning Corp
Michigan
$2.25M -$10.3K -496 -0.5%
OAS
13
Optivise Advisory Services
Tennessee
$2.23M +$2.19M +105,255 New
KPWS
14
Kestra Private Wealth Services
Texas
$1.73M +$1.27M +60,912 +289%
NL
15
NWAM LLC
Washington
$1.62M -$245K -11,741 -13%
AWA
16
Authentikos Wealth Advisory
California
$1.35M +$1.33M +63,598 New
AWM
17
AE Wealth Management
Kansas
$1.31M +$908K +43,524 +238%
GWM
18
GK Wealth Management
Nevada
$1.3M -$110K -5,282 -8%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.27M +$210K +10,094 +20%
Citadel Advisors
20
Citadel Advisors
Florida
$1.26M -$779K -37,374 -39%
TC
21
TownSquare Capital
Utah
$1.1M -$136K -6,507 -11%
IAN
22
Integrated Advisors Network
Texas
$997K +$72.9K +3,497 +8%
SPIA
23
Steward Partners Investment Advisory
New York
$993K +$23.8K +1,143 +2%
NA
24
NewEdge Advisors
Louisiana
$989K +$4.53K +217 +0.5%
AWS
25
Aspen Wealth Strategies
Colorado
$986K +$16.1K +773 +2%