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Simplify High Yield ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$23.9M +$4.12M +179,543 +21%
AFG
2
Altiora Financial Group
Ohio
$23M +$17.3M +754,944 +301%
LPL Financial
3
LPL Financial
California
$18.2M +$8.61M +374,656 +89%
PEA
4
Park Edge Advisors
Ohio
$16.5M +$2.44M +106,035 +17%
IWS
5
Insight Wealth Strategies
California
$11.8M +$11.8M +514,852 New
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$8.65M +$849K +36,974 +11%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$8.56M +$111K +4,819 +1%
NW
8
NewEdge Wealth
Pennsylvania
$7.82M -$134K -5,820 -2%
PCIA
9
Prime Capital Investment Advisors
Kansas
$6.66M +$304K +13,214 +5%
FHA
10
Flagship Harbor Advisors
Massachusetts
$5.64M +$480K +20,898 +9%
NA
11
NewEdge Advisors
Louisiana
$4.81M +$4.82M +209,895 New
KAM
12
Kensington Asset Management
Texas
$4.59M +$4.6M +200,172 New
MAWAG
13
Mid-American Wealth Advisory Group
Missouri
$4.47M +$427K +18,584 +11%
SPIA
14
Steward Partners Investment Advisory
New York
$4.36M +$2.44M +106,292 +126%
SNB
15
Security National Bank
Nebraska
$4.1M +$4.11M +179,049 New
Focus Partners Wealth
16
Focus Partners Wealth
Massachusetts
$4.09M +$271K +11,805 +7%
RA
17
RiverTree Advisors
Florida
$3.99M +$4M +173,979 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$3.84M +$2.24M +97,582 +140%
SW
19
SlateStone Wealth
Florida
$3.77M +$3.78M +164,562 New
PHS
20
Pekin Hardy Strauss
Illinois
$3.29M +$1.13M +49,022 +52%
DWM
21
Drive Wealth Management
Utah
$3.08M +$3.09M +134,300 New
SF
22
Summit Financial
New Jersey
$2.89M +$220K +9,571 +8%
AWA
23
Adapt Wealth Advisors
Georgia
$2.84M +$2.85M +123,857 New
FTS
24
Fifth Third Securities
Ohio
$2.65M +$2.65M +115,458 New
PS
25
Principal Securities
Iowa
$2.53M +$1.54M +67,201 +156%