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Simplify Enhanced Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWM
26
Napa Wealth Management
California
$2.09M +$2.12M +89,133 New
CW
27
CreativeOne Wealth
Kansas
$1.84M +$1.52M +63,681 +436%
AWM
28
Accurate Wealth Management
Florida
$1.74M +$625K +26,242 +55%
MAWAG
29
Mid-American Wealth Advisory Group
Missouri
$1.52M +$626K +26,294 +69%
LIS
30
Legacy Investment Solutions
Idaho
$1.31M +$1.32M +55,651 New
LWMI
31
Legacy Wealth Management (Idaho)
Idaho
$1.31M +$1.32M +55,651 New
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$1.28M +$720K +30,229 +123%
ACM
33
Andina Capital Management
Utah
$1.28M +$150K +6,304 +13%
EMAM
34
Encompass More Asset Management
California
$1.26M +$205K +8,614 +19%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$1.12M +$778K +32,693 +215%
IA
36
Inspire Advisors
Idaho
$1.09M +$1.1M +46,413 New
NFP
37
Narus Financial Partners
Utah
$980K -$510K -21,429 -34%
Citadel Advisors
38
Citadel Advisors
Florida
$908K +$922K +38,732 New
SIM
39
Seaview Investment Managers
Florida
$846K -$69.7K -2,927 -8%
HighTower Advisors
40
HighTower Advisors
Illinois
$778K +$43.4K +1,823 +6%
GM
41
GeoWealth Management
Illinois
$687K -$31.8K -1,336 -4%
OMC
42
Old Mission Capital
Illinois
$687K +$697K +29,284 New
AAP
43
Arax Advisory Partners
Colorado
$640K -$60.6K -2,545 -9%
RWA
44
Redhawk Wealth Advisors
Minnesota
$634K +$252K +10,593 +64%
FHA
45
Flagship Harbor Advisors
Massachusetts
$624K -$2.84M -119,374 -82%
SPIA
46
Steward Partners Investment Advisory
New York
$595K +$604K +25,374 New
Envestnet Portfolio Solutions
47
Envestnet Portfolio Solutions
Illinois
$543K +$552K +23,172 New
AWS
48
Atria Wealth Solutions
New York
$514K +$520K +21,842 New
IWM
49
IHT Wealth Management
Illinois
$484K +$19.8K +832 +4%
LCWP
50
Legacy Capital Wealth Partners
Arkansas
$438K +$24.8K +1,040 +6%