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Simplify Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1
Simplify Asset Management
Nevada
$42.9M +$5.17M +250,000 +13%
WWA
2
WCG Wealth Advisors
Nevada
$38M +$38.6M +1,867,814 New
SFS
3
Sowell Financial Services
Arkansas
$24.4M +$24.8M +1,198,667 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$24.4M +$2.31M +111,561 +10%
LPL Financial
5
LPL Financial
California
$16.4M +$8.28M +400,199 +98%
WIM
6
WealthPlan Investment Management
Nebraska
$14.6M +$9.52M +460,206 +178%
AWM
7
AE Wealth Management
Kansas
$14.3M -$1.32M -63,698 -8%
SMM
8
Stadion Money Management
Georgia
$14M +$197K +9,501 +1%
GDP
9
Great Diamond Partners
Maine
$11.6M +$1.83M +88,431 +18%
BIG
10
Brookwood Investment Group
Arizona
$9.54M +$8.94M +432,160 +1,180%
PIWA
11
Prevail Innovative Wealth Advisors
Kansas
$8.61M +$6.05M +292,401 +224%
Osaic Holdings
12
Osaic Holdings
Arizona
$8.53M -$3.54M -170,857 -29%
PEA
13
Park Edge Advisors
Ohio
$8.34M +$947K +45,757 +13%
PS
14
Principal Securities
Iowa
$8.25M +$3.96M +191,365 +89%
ECA
15
Elevated Capital Advisors
Utah
$7.15M +$2.44M +118,054 +51%
FEG
16
Financial Enhancement Group
Indiana
$5.86M -$370K -17,900 -6%
Envestnet Portfolio Solutions
17
Envestnet Portfolio Solutions
Illinois
$3.89M +$284K +13,704 +8%
KCM
18
Key Capital Management
Tennessee
$3.79M +$781K +37,737 +25%
RA
19
RiverTree Advisors
Florida
$3.19M +$3.25M +156,859 New
IG
20
IFS Group
Pennsylvania
$2.84M +$2.89M +139,748 New
HBS
21
Howard Bailey Securities
Indiana
$2.84M +$321K +15,533 +13%
EWM
22
Evolution Wealth Management
Florida
$2.77M +$1.02M +49,136 +56%
BCI
23
Brinker Capital Investments
Pennsylvania
$2.73M +$46.3K +2,238 +2%
BOSSRA
24
B.O.S.S. Retirement Advisors
Utah
$2.29M +$190K +9,172 +9%
FA
25
FSA Advisors
Michigan
$1.98M +$124K +6,016 +7%