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Simplify MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
76
Focus Partners Wealth
Massachusetts
$995K – – –
WP
77
WealthPLAN Partners
Nebraska
$987K +$411K +8,326 +71%
PAG
78
Private Advisor Group
New Jersey
$960K -$4.27M -86,512 -82%
LWA
79
Legacy Wealth Advisors
Florida
$941K +$296 +6 +0%
MWM
80
Maridea Wealth Management
New York
$853K -$103K -2,079 -11%
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$830K -$6.83M -138,327 -89%
SFS
82
Sharp Financial Services
Pennsylvania
$710K +$270K +5,475 +61%
QCM
83
Quantinno Capital Management
New York
$685K +$25.2K +511 +4%
KTM
84
Keeler Thomas Management
Utah
$680K +$684K +13,857 New
Corient Private Wealth
85
Corient Private Wealth
Florida
$620K -$89.8K -1,820 -13%
Pathstone Holdings
86
Pathstone Holdings
New Jersey
$617K +$621K +12,575 New
FTUS
87
Flow Traders U.S.
New York
$617K -$190K -3,860 -23%
KIG
88
Kennedy Investment Group
New Jersey
$594K +$199K +4,029 +50%
SW
89
SteelPeak Wealth
California
$591K +$595K +12,054 New
ACM
90
Andina Capital Management
Utah
$590K -$1.66M -33,702 -74%
NA
91
Nautilus Advisors
California
$571K -$58.1K -1,177 -9%
P
92
&Partners
Tennessee
$554K -$601K -12,171 -52%
Envestnet Portfolio Solutions
93
Envestnet Portfolio Solutions
Illinois
$547K -$1.43M -29,015 -72%
BWM
94
BAM Wealth Management
Colorado
$546K +$212K +4,287 +63%
HF
95
HRT Financial
New York
$536K +$540K +10,934 New
PI
96
PFG Investments
New York
$535K +$13.2K +268 +3%
Raymond James Financial
97
Raymond James Financial
Florida
$523K +$313K +6,336 +147%
VWM
98
Venturi Wealth Management
Texas
$519K -$4.88K -99 -0.9%
SAM
99
Strategy Asset Managers
California
$510K +$11.2K +227 +2%
CIBC World Market
100
CIBC World Market
Ontario, Canada
$507K +$24.7K +500 +5%