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Simplify MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWC
51
Integrated Wealth Concepts
Massachusetts
$376K +$705 +14 +0.2%
FTUS
52
Flow Traders U.S.
New York
$311K +$311K +6,168 New
MOS
53
MGO One Seven
Ohio
$300K +$300K +5,950 New
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$296K +$296K +5,885 New
GA
55
GFS Advisors
Texas
$277K +$7.81K +155 New
HighTower Advisors
56
HighTower Advisors
Illinois
$266K +$265K +5,268 New
SPWM
57
Straight Path Wealth Management
Michigan
$260K +$47.9K +950 +23%
Calamos Advisors
58
Calamos Advisors
Illinois
$259K +$37.1K +736 +17%
WT
59
Whittier Trust
California
$248K +$248K +4,918 New
NFP
60
Narus Financial Partners
Utah
$212K +$212K +4,213 New
Barclays
61
Barclays
United Kingdom
$202K +$203K +4,020 New
Bank of America
62
Bank of America
North Carolina
$150K
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$128K +$128K +2,539 New
TIM
64
Tortoise Investment Management
New York
$108K +$108K +2,135 New
Morgan Stanley
65
Morgan Stanley
New York
$83.8K
OP
66
ORG Partners
Indiana
$17.2K +$17.2K +342 New
RIL
67
Rothschild Investment LLC
Illinois
$15.1K +$15.1K +300 New
Fidelity Investments
68
Fidelity Investments
Massachusetts
$101 +$101 +2 New
TWM
69
TMD Wealth Management
Arizona
-$17.4M -341,233 Closed
NL
70
NWAM LLC
Washington
-$2.51M -49,777 Closed
DWM
71
Dakota Wealth Management
Florida
-$2.04M -40,062 Closed
CSC
72
Cove Street Capital
California
-$392K -7,700 Closed