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Simplify Stable Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1
Simplify Asset Management
Nevada
$109M
AWM
2
AE Wealth Management
Kansas
$20.5M +$13.8M +563,299 +207%
PFA
3
Peak Financial Advisors
Colorado
$12.9M +$360K +14,656 +3%
PEA
4
Park Edge Advisors
Ohio
$10.8M -$166K -6,771 -2%
BCMLT
5
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.8M +$8.81M +358,754 New
CCC
6
Compass Capital Corp
Massachusetts
$4.53M +$4.53M +184,431 New
KAS
7
Kestra Advisory Services
Texas
$4.44M +$3.02M +122,889 +211%
EMAM
8
Encompass More Asset Management
California
$4.07M +$402K +16,376 +11%
FFA
9
Farther Finance Advisors
California
$2.23M +$2.16M +88,016 +2,885%
LAS
10
Lloyd Advisory Services
Georgia
$1.7M -$42.9K -1,745 -2%
LPL Financial
11
LPL Financial
California
$1.7M +$1.7M +69,234 New
ECA
12
Elevated Capital Advisors
Utah
$1.66M +$1.21M +49,160 +268%
BOSSRA
13
B.O.S.S. Retirement Advisors
Utah
$1.2M +$1.2M +48,949 New
MAWAG
14
Mid-American Wealth Advisory Group
Missouri
$964K +$355K +14,445 +58%
FS
15
Ferguson Shapiro
Georgia
$939K -$111K -4,507 -11%
FA
16
FSA Advisors
Michigan
$743K +$743K +30,260 New
LIS
17
Legacy Investment Solutions
Idaho
$716K -$77.3K -3,149 -10%
LWMI
18
Legacy Wealth Management (Idaho)
Idaho
$716K -$77.3K -3,149 -10%
RWA
19
Redhawk Wealth Advisors
Minnesota
$701K +$35.2K +1,434 +5%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$625K +$626K +25,488 New
NL
21
NWAM LLC
Washington
$540K -$30.4K -1,238 -5%
SPWM
22
Straight Path Wealth Management
Michigan
$529K +$530K +21,575 New
WS
23
Wedbush Securities
California
$486K +$486K +19,803 New
HBS
24
Howard Bailey Securities
Indiana
$405K -$16.2K -660 -4%
CA
25
Cambridge Advisors
Nebraska
$397K +$397K +16,177 New