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Simplify MBS ETF
MTBA

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
26
LHM Inc
Utah
$6.97M +$6.94M +135,435 New
FAT
27
First American Trust
California
$6.89M -$1.18M -22,964 -15%
ACM
28
Andina Capital Management
Utah
$6.83M +$1.35M +26,408 +25%
SA
29
Sanctuary Advisors
Indiana
$5.92M +$6.05M +118,073 New
JP Morgan Chase
30
JP Morgan Chase
New York
$5.7M +$5.68M +110,772 New
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$5.53M +$4.95M +96,618 +890%
Truist Financial
32
Truist Financial
North Carolina
$5.39M +$5.37M +104,746 New
HI
33
Horizon Investments
North Carolina
$4.63M +$76.8K +1,498 +2%
OMC
34
Old Mission Capital
Illinois
$4.05M +$4.03M +78,668 New
NL
35
NWAM LLC
Washington
$3.91M +$3.9M +76,031 New
HPFG
36
Hart & Patterson Financial Group
Massachusetts
$3.37M +$3.36M +65,557 New
BCI
37
Brinker Capital Investments
Pennsylvania
$3.18M +$3.17M +61,834 New
OPS
38
Orion Portfolio Solutions
Nebraska
$3.18M +$3.17M +61,834 New
JWCA
39
J.W. Cole Advisors
Florida
$2.8M +$1.81M +35,322 +185%
BHWM
40
Bar Harbor Wealth Management
New Hampshire
$2.59M -$11M -214,982 -81%
First Manhattan
41
First Manhattan
New York
$2.57M – – –
BWM
42
BlackDiamond Wealth Management
New York
$2.52M +$324K +6,314 +14%
NCM
43
Narwhal Capital Management
Georgia
$2.48M +$741K +14,447 +43%
PCS
44
Private Client Services
Kentucky
$2.44M +$2.43M +47,466 New
PAG
45
Private Advisor Group
New Jersey
$2.29M +$1.76M +34,402 +342%
SHA
46
Seneca House Advisors
Virginia
$2.14M +$459K +8,953 +27%
BEI
47
Benjamin Edwards Inc
Missouri
$2.1M +$2.1M +40,884 New
Verition Fund Management
48
Verition Fund Management
Connecticut
$2.06M +$205K +4,000 +11%
MFG
49
Magnus Financial Group
New York
$1.64M +$491K +9,580 +43%
Envestnet Portfolio Solutions
50
Envestnet Portfolio Solutions
Illinois
$1.57M +$1.56M +30,527 New
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