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Simplify Interest Rate Hedge ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
S.A. Mason
Michigan
$69.3K -$3.05K -60 -4%
Steward Partners Investment Advisory
27
Steward Partners Investment Advisory
New York
$48.9K -$3.71K -73 -7%
AIC
28
Archer Investment Corporation
Indiana
$38.9K – – –
UBS Group
29
UBS Group
Switzerland
$33.1K -$50.5K -993 -59%
Farther Finance Advisors
30
Farther Finance Advisors
California
$26.4K – – –
Principal Securities
31
Principal Securities
Iowa
$10.5K – – –
US Bancorp
32
US Bancorp
Minnesota
$7.03K – – –
Simplex Trading
33
Simplex Trading
Illinois
$5K +$6.26K +123 New
AE Wealth Management
34
AE Wealth Management
Kansas
$1.63K -$509 -10 -23%
Morgan Stanley
35
Morgan Stanley
New York
$1.4K – – –
JP Morgan Chase
36
JP Morgan Chase
New York
$391 +$407 +8 New
T
37
Transce3nd
Texas
$194 – – –
Wells Fargo
38
Wells Fargo
California
$53 – – –
DFA
39
DHJJ Financial Advisors
Illinois
$49 – – –
CAM
40
Creekmur Asset Management
Illinois
$5 – – –
PHS
41
Pekin Hardy Strauss
Illinois
– -$5.64M -107,705 Closed
GVCM
42
Global View Capital Management
Wisconsin
– -$1.32M -25,330 Closed
MWM
43
Maridea Wealth Management
New York
– -$1M -19,157 Closed
PEA
44
Park Edge Advisors
Ohio
– -$881K -16,830 Closed
Integrated Wealth Concepts
45
Integrated Wealth Concepts
Massachusetts
– -$597K -11,404 Closed
HighTower Advisors
46
HighTower Advisors
Illinois
– -$468K -8,934 Closed
Perigon Wealth Management
47
Perigon Wealth Management
California
– -$399K -7,370 Closed
Old Mission Capital
48
Old Mission Capital
Illinois
– -$358K -6,839 Closed
Belpointe Asset Management
49
Belpointe Asset Management
Nevada
– -$274K -6,470 Closed
FCA
50
Fortis Capital Advisors
Kansas
– -$274K -6,470 Closed