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Simplify MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
76
Venturi Wealth Management
Texas
$800K -$17.9K -359 -2%
Schroder Investment Management Group
77
Schroder Investment Management Group
United Kingdom
$768K +$42.8K +859 +6%
NA
78
NewEdge Advisors
Louisiana
$740K -$352K -7,059 -32%
BAM
79
BOS Asset Management
Illinois
$738K
CSC
80
Cove Street Capital
California
$731K
TFA
81
Tranquilli Financial Advisor
New Jersey
$680K +$676K +13,585 New
Morgan Stanley
82
Morgan Stanley
New York
$672K +$71.3K +1,431 +12%
PS
83
Principal Securities
Iowa
$605K +$397K +7,968 +194%
WA
84
Whitebox Advisors
Minnesota
$566K
SFA
85
Sequoia Financial Advisors
Ohio
$556K
Goldman Sachs
86
Goldman Sachs
New York
$548K +$30.4K +610 +6%
CIBC World Market
87
CIBC World Market
Ontario, Canada
$508K +$57.4K +1,152 +13%
Kovitz Investment Group Partners
88
Kovitz Investment Group Partners
Illinois
$500K
SPIA
89
Steward Partners Investment Advisory
New York
$489K +$142K +2,847 +41%
MWM
90
Meridian Wealth Management
Kentucky
$471K +$468K +9,400 New
Citadel Advisors
91
Citadel Advisors
Florida
$464K -$2.68M -53,911 -85%
SI
92
Stephens Inc
Arkansas
$451K +$448K +9,000 New
MC
93
Montag & Caldwell
Georgia
$381K +$379K +7,611 New
IAA
94
Ironsides Asset Advisors
North Carolina
$363K +$47.6K +955 +15%
KOCAA
95
Knights of Columbus Asset Advisors
Connecticut
$359K
PI
96
PFG Investments
New York
$358K +$24K +481 +7%
SFS
97
Sharp Financial Services
Pennsylvania
$353K +$127K +2,550 +57%
Lido Advisors
98
Lido Advisors
California
$335K -$77.2K -1,551 -19%
Comerica Bank
99
Comerica Bank
Texas
$325K +$6.52K +131 +2%
SPWM
100
Straight Path Wealth Management
Michigan
$323K -$25.9K -520 -7%