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Simplify MBS ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CF
151
Convergence Financial
Missouri
-$22.9M -462,501 Closed
HI
152
Horizon Investments
North Carolina
-$14.8M -301,338 Closed
Bank of New York Mellon
153
Bank of New York Mellon
New York
-$12.9M -261,015 Closed
PFM
154
Professional Financial Management
Wisconsin
-$6.38M -129,045 Closed
NCM
155
Narwhal Capital Management
Georgia
-$3.07M -62,064 Closed
HCA
156
Heck Capital Advisors
Wisconsin
-$3.04M -61,389 Closed
TIM
157
Triad Investment Management
California
-$2.56M -51,829 Closed
EMAM
158
Encompass More Asset Management
California
-$2.3M -46,489 Closed
BAM
159
BOS Asset Management
Illinois
-$979K -19,788 Closed
TFA
160
Tranquilli Financial Advisor
New Jersey
-$667K -13,478 Closed
GA
161
GFS Advisors
Texas
-$451K -9,110 Closed
HSA
162
HBK Sorce Advisory
Pennsylvania
-$406K -8,203 Closed
Lido Advisors
163
Lido Advisors
California
-$301K -6,090 Closed
FFS
164
Founders Financial Securities
Maryland
-$284K -5,708 Closed
Cambridge Investment Research Advisors
165
Cambridge Investment Research Advisors
Iowa
-$279K -5,640 Closed
OCM
166
Osbon Capital Management
Massachusetts
-$236K -4,766 Closed
Susquehanna International Group
167
Susquehanna International Group
Pennsylvania
-$209K -4,223 Closed
NFG
168
Nations Financial Group
Iowa
-$203K -4,100 Closed
OFO
169
OneAscent Family Office
Alabama
-$201K -4,057 Closed
CT
170
Colonial Trust
South Carolina
-$49.5K -1,000 Closed
EWM
171
Evermay Wealth Management
Virginia
-$15.2K -307 Closed
M
172
MOTCO
Texas
-$6.38K -129 Closed
MIM
173
Marshall Investment Management
Colorado
-$4.67K -94 Closed
AF
174
Allworth Financial
California
-$3.21K -65 Closed