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Simplify Managed Futures Strategy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$80.2M +$16.3M +592,038 +26%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$80.1M +$9.01M +328,154 +13%
BIG
3
Boothe Investment Group
Delaware
$47.1M +$4.29M +156,382 +10%
LPL Financial
4
LPL Financial
California
$29.2M +$6.58M +239,712 +29%
Bank of America
5
Bank of America
North Carolina
$27.9M +$2.71M +98,603 +11%
AWM
6
AE Wealth Management
Kansas
$26.6M +$2.39M +87,102 +10%
IWAO
7
Independence Wealth Advisors (Ohio)
Ohio
$24.3M +$24.4M +890,051 New
IWP
8
IAG Wealth Partners
Wisconsin
$22.1M +$979K +35,670 +5%
AFG
9
Altiora Financial Group
Ohio
$18.1M +$4.76M +173,179 +35%
PFA
10
Peak Financial Advisors
Colorado
$15.9M +$66.1K +2,408 +0.4%
AssetMark Inc
11
AssetMark Inc
California
$15.4M +$15.5M +563,943 New
HighTower Advisors
12
HighTower Advisors
Illinois
$14.4M -$1.01M -36,772 -7%
BCI
13
Brinker Capital Investments
Pennsylvania
$14.3M -$75.7K -2,758 -0.5%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$13.7M -$5.51M -200,514 -28%
P
15
&Partners
Tennessee
$12.9M +$12.7M +462,956 +4,691%
AIG
16
Abbington Investment Group
Connecticut
$12.6M +$1.57M +56,996 +14%
NYLIM
17
New York Life Investment Management
New York
$11.7M -$1.91M -69,608 -14%
FCG
18
Fielder Capital Group
Tennessee
$11.4M +$1.51M +54,856 +15%
FS
19
Ferguson Shapiro
Georgia
$10.5M +$10.6M +385,371 New
OFG
20
OmniStar Financial Group
North Carolina
$10.3M +$2M +72,777 +24%
AFG
21
Atomi Financial Group
New York
$10.1M +$1.85M +67,531 +22%
Truist Financial
22
Truist Financial
North Carolina
$10.1M +$419K +15,242 +4%
CCMG
23
Clark Capital Management Group
Pennsylvania
$9.19M +$164K +5,965 +2%
Raymond James Financial
24
Raymond James Financial
Florida
$9.14M -$186K -6,759 -2%
ECA
25
Elevated Capital Advisors
Utah
$9.05M +$1.5M +54,662 +20%