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Simplify MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
76
WealthPLAN Partners
Nebraska
$987K +$411K +8,326 +71%
PAG
77
Private Advisor Group
New Jersey
$960K -$4.27M -86,512 -82%
LWA
78
Legacy Wealth Advisors
Florida
$941K +$296 +6 +0%
MWM
79
Maridea Wealth Management
New York
$853K -$103K -2,079 -11%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$830K -$6.83M -138,327 -89%
SFS
81
Sharp Financial Services
Pennsylvania
$710K +$270K +5,475 +61%
QCM
82
Quantinno Capital Management
New York
$685K +$25.2K +511 +4%
KTM
83
Keeler Thomas Management
Utah
$680K +$684K +13,857 New
Corient Private Wealth
84
Corient Private Wealth
Florida
$620K -$89.8K -1,820 -13%
Pathstone Holdings
85
Pathstone Holdings
New Jersey
$617K +$621K +12,575 New
FTUS
86
Flow Traders U.S.
New York
$617K -$190K -3,860 -23%
KIG
87
Kennedy Investment Group
New Jersey
$594K +$199K +4,029 +50%
SW
88
SteelPeak Wealth
California
$591K +$595K +12,054 New
ACM
89
Andina Capital Management
Utah
$590K -$1.66M -33,702 -74%
NA
90
Nautilus Advisors
California
$571K -$58.1K -1,177 -9%
P
91
&Partners
Tennessee
$554K -$601K -12,171 -52%
Envestnet Portfolio Solutions
92
Envestnet Portfolio Solutions
Illinois
$547K -$1.43M -29,015 -72%
BWM
93
BAM Wealth Management
Colorado
$546K +$212K +4,287 +63%
HF
94
HRT Financial
New York
$536K +$540K +10,934 New
PI
95
PFG Investments
New York
$535K +$13.2K +268 +3%
Raymond James Financial
96
Raymond James Financial
Florida
$523K +$313K +6,336 +147%
VWM
97
Venturi Wealth Management
Texas
$519K -$4.88K -99 -0.9%
SAM
98
Strategy Asset Managers
California
$510K +$11.2K +227 +2%
CIBC World Market
99
CIBC World Market
Ontario, Canada
$507K +$24.7K +500 +5%
PS
100
Principal Securities
Iowa
$493K -$304K -6,151 -38%