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Simplify Interest Rate Hedge ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMC
26
Smith, Moore & Co
Missouri
$293K +$80.8K +1,750 +35%
CA
27
Cambridge Advisors
Nebraska
$268K -$185 -4 -0.1%
LBC
28
Lane Brothers & Co
Arizona
$244K +$260K +5,625 New
Point72 Asset Management
29
Point72 Asset Management
Connecticut
$230K -$1.26M -27,300 -84%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$228K +$32.1K +694 +15%
Ancora Advisors
31
Ancora Advisors
Ohio
$221K +$236K +5,100 New
BFWM
32
Bright Futures Wealth Management
New York
$214K +$228K +4,937 New
Savvy Advisors Inc
33
Savvy Advisors Inc
New York
$212K -$84.9K -1,837 -27%
LC
34
Luminist Capital
Michigan
$203K +$54.9K +1,188 +33%
AE Wealth Management
35
AE Wealth Management
Kansas
$203K +$215K +4,660 +31,067%
Osaic Holdings
36
Osaic Holdings
Arizona
$110K -$355K -7,682 -75%
Steward Partners Investment Advisory
37
Steward Partners Investment Advisory
New York
$72.9K – – –
RFA
38
Reyes Financial Architecture
California
$52.7K +$56.2K +1,216 New
Morgan Stanley
39
Morgan Stanley
New York
$48.3K -$41.1K -889 -44%
CT
40
Colonial Trust
South Carolina
$32.5K -$46.2K -1,000 -57%
CWM
41
Copia Wealth Management
Oregon
$32.3K – – –
HIA
42
Harbor Investment Advisory
Maryland
$26K – – –
UBS Group
43
UBS Group
Switzerland
$24.2K +$25.8K +558 New
Farther Finance Advisors
44
Farther Finance Advisors
California
$24.1K -$183K -3,952 -88%
US Bancorp
45
US Bancorp
Minnesota
$23.6K – – –
TCM
46
Triumph Capital Management
Colorado
$14.8K – – –
PIS
47
POM Investment Strategies
North Carolina
$8.98K +$1.43K +31 +18%
Tower Research Capital (TRC)
48
Tower Research Capital (TRC)
New York
$8.37K +$8.91K +193 New
DRP
49
Decker Retirement Planning
Utah
$3.77K +$4.02K +87 New
Ameritas Advisory Services
50
Ameritas Advisory Services
Nebraska
$3.56K +$3.79K +82 New