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Simplify MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
101
Goldman Sachs
New York
$518K +$516K +10,332 New
Kovitz Investment Group Partners
102
Kovitz Investment Group Partners
Illinois
$500K
CIBC World Market
103
CIBC World Market
Ontario, Canada
$451K +$38.9K +780 +10%
SWP
104
Stratos Wealth Partners
Ohio
$450K +$749 +15 +0.2%
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$433K +$432K +8,643 New
Lido Advisors
106
Lido Advisors
California
$413K +$162K +3,252 +65%
PWM
107
Perigon Wealth Management
California
$360K -$17.4K -349 -5%
KOCAA
108
Knights of Columbus Asset Advisors
Connecticut
$360K +$358K +7,175 New
SPWM
109
Straight Path Wealth Management
Michigan
$349K +$9.99K +200 +3%
SPIA
110
Steward Partners Investment Advisory
New York
$347K +$140K +2,801 +68%
PI
111
PFG Investments
New York
$334K +$12.4K +248 +4%
Comerica Bank
112
Comerica Bank
Texas
$318K +$167K +3,352 +112%
IAA
113
Ironsides Asset Advisors
North Carolina
$316K -$318K -6,369 -50%
KWA
114
Kingswood Wealth Advisors
California
$315K
MPW
115
Magnolia Private Wealth
Pennsylvania
$311K -$190K -3,799 -38%
VWM
116
Vigilare Wealth Management
Arizona
$304K +$303K +6,062 New
WPC
117
Wedmont Private Capital
Pennsylvania
$265K
WT
118
Whittier Trust
California
$247K +$250 +5 +0.1%
DE
119
Diversified Enterprises
Delaware
$235K +$234K +4,679 New
SAM
120
Strategy Asset Managers
California
$226K +$225K +4,516 New
SFS
121
Sharp Financial Services
Pennsylvania
$226K -$35K -700 -13%
SA
122
Stewardship Advisors
Pennsylvania
$224K +$223K +4,473 New
NG
123
Novem Group
New York
$221K +$221K +4,416 New
MFG
124
Magnus Financial Group
New York
$214K -$11.4K -229 -5%
AIMA
125
Ables Iannone Moore & Associates
Georgia
$213K -$5.19K -104 -2%