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Simplify Stable Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$24.4M +$3.8M +153,976 +18%
BCMLT
2
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.7M +$7.85M +318,614 +89%
PFA
3
Peak Financial Advisors
Colorado
$13M +$99.2K +4,026 +0.8%
LPL Financial
4
LPL Financial
California
$11.1M +$9.36M +379,871 +549%
PEA
5
Park Edge Advisors
Ohio
$8.85M -$2.02M -82,072 -19%
KAS
6
Kestra Advisory Services
Texas
$7.75M +$3.28M +132,975 +73%
PIS
7
POM Investment Strategies
North Carolina
$6.72M +$6.71M +272,382 New
EMAM
8
Encompass More Asset Management
California
$6.5M +$2.4M +97,501 +59%
Osaic Holdings
9
Osaic Holdings
Arizona
$5.9M +$5.81M +235,590 +6,825%
ECA
10
Elevated Capital Advisors
Utah
$5.41M +$3.74M +151,524 +224%
CCC
11
Compass Capital Corp
Massachusetts
$4.4M +$83.1K +3,371 +2%
PCIA
12
Prime Capital Investment Advisors
Kansas
$3.71M +$3.7M +150,209 New
BCI
13
Brinker Capital Investments
Pennsylvania
$3.65M +$3.64M +147,848 New
OPS
14
Orion Portfolio Solutions
Nebraska
$3.65M +$3.64M +147,848 New
FFA
15
Farther Finance Advisors
California
$3.49M +$1.25M +50,509 +55%
AWA
16
Authentikos Wealth Advisory
California
$3.22M +$2.85M +115,785 +783%
HBS
17
Howard Bailey Securities
Indiana
$3.17M +$2.76M +112,060 +679%
RA
18
RiverTree Advisors
Florida
$2.86M +$2.86M +116,065 New
GWM
19
GK Wealth Management
Nevada
$2.8M +$2.8M +113,653 New
TC
20
TownSquare Capital
Utah
$2.45M +$2.45M +99,197 New
SPIA
21
Steward Partners Investment Advisory
New York
$1.83M +$1.83M +74,096 New
WS
22
Wedbush Securities
California
$1.65M +$1.16M +47,111 +238%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.65M +$1.65M +66,740 New
JHC
24
J. Hagan Capital
Kentucky
$1.61M +$1.62M +65,797 New
SIM
25
Stratos Investment Management
Ohio
$1.56M +$1.56M +63,410 New