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Simplify Interest Rate Hedge ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$370K -$46.1K -606 -14%
BW
27
Bison Wealth
Georgia
$357K -$11.6K -152 -4%
Goldman Sachs
28
Goldman Sachs
New York
$353K -$2.43M -31,972 -90%
JP Morgan Chase
29
JP Morgan Chase
New York
$341K +$272K +3,574 New
AAS
30
Avantax Advisory Services
Texas
$336K +$267K +3,515 New
MML Investors Services
31
MML Investors Services
Massachusetts
$289K -$65.2K -857 -22%
SVWAG
32
Sound View Wealth Advisors Group
Georgia
$272K -$38K -500 -15%
CFB
33
Cullen/Frost Bankers
Texas
$239K
BCM
34
Brookstone Capital Management
Illinois
$226K +$155K +2,039 New
Koshinski Asset Management
35
Koshinski Asset Management
Illinois
$221K +$176K +2,311 New
SAM
36
S.A. Mason
Michigan
$120K -$380 -5 -0.4%
UBS Group
37
UBS Group
Switzerland
$120K -$74.7K -982 -44%
Comerica Bank
38
Comerica Bank
Texas
$67K +$53.3K +701 New
Morgan Stanley
39
Morgan Stanley
New York
$62.3K -$134K -1,760 -73%
CSPIA
40
Cary Street Partners Investment Advisory
Virginia
$48.5K +$152 +2 +0.4%
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$22.7K -$443K -5,822 -96%
GRP
42
Global Retirement Partners
California
$16.1K +$11.8K +155 New
US Bancorp
43
US Bancorp
Minnesota
$13.8K
AIC
44
Archer Investment Corporation
Indiana
$5.25K +$4.18K +55 New
FFA
45
Farther Finance Advisors
California
$4.78K -$22.8K -300 -86%
SPIA
46
Steward Partners Investment Advisory
New York
$3.92K -$2.74K -36 -47%
VF
47
VitalStone Financial
Texas
$1K +$913 +12 New
GIA
48
GHP Investment Advisors
Colorado
$598 +$456 +6 New
Fidelity Investments
49
Fidelity Investments
Massachusetts
$96 -$76 -1 -50%
DFA
50
DHJJ Financial Advisors
Illinois
$96 +$76 +1 New