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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
$25.9M +$19.9M +983,674 +362%
SMM
3
Stadion Money Management
Georgia
$13.5M -$230K -11,332 -2%
LPL Financial
4
LPL Financial
California
$10.3M +$1.13M +55,556 +13%
GDP
5
Great Diamond Partners
Maine
$8.68M +$8.52M +420,667 New
BWS
6
Buck Wealth Strategies
Colorado
$6.47M +$350K +17,281 +6%
JHC
7
J. Hagan Capital
Kentucky
$5.63M -$734K -36,238 -12%
FEG
8
Financial Enhancement Group
Indiana
$5.61M +$2.26M +111,458 +67%
AWM
9
AE Wealth Management
Kansas
$4.13M +$2.8M +138,221 +224%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$4.01M +$3.32M +163,618 +537%
PEA
11
Park Edge Advisors
Ohio
$3.83M +$933K +46,061 +33%
EFG
12
Ethos Financial Group
Pennsylvania
$3.33M +$407K +20,064 +14%
AAS
13
Avantax Advisory Services
Texas
$2.86M +$253K +12,503 +10%
OAS
14
Optivise Advisory Services
Tennessee
$2.81M +$625K +30,860 +29%
PS
15
Principal Securities
Iowa
$2.33M +$1.78M +87,904 +352%
SEIA
16
Signature Estate & Investment Advisors
California
$2.02M +$1.98M +97,642 New
NL
17
NWAM LLC
Washington
$1.46M -$100K -4,938 -6%
AWA
18
Authentikos Wealth Advisory
California
$1.39M +$75.7K +3,735 +6%
KPWS
19
Kestra Private Wealth Services
Texas
$1.3M -$384K -18,933 -23%
PWM
20
Prosperity Wealth Management
California
$1.13M +$620K +30,589 +126%
GWM
21
GK Wealth Management
Nevada
$1.09M -$178K -8,770 -14%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$1.07M -$162K -8,018 -13%
CW
23
CreativeOne Wealth
Kansas
$1.07M +$170K +8,366 +19%
SPIA
24
Steward Partners Investment Advisory
New York
$976K +$6.61K +326 +0.7%
IAN
25
Integrated Advisors Network
Texas
$882K -$89.1K -4,397 -9%