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Simplify Interest Rate Hedge ETF
PFIX

Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
1
Jane Street
New York
$24.7M +$36.6M +406,523 +192%
AWM
2
AE Wealth Management
Kansas
$3.66M +$6.93M +76,974 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.45M -$808K -8,979 -13%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$2.29M +$2.87M +31,875 New
IWC
5
Integrated Wealth Concepts
Massachusetts
$2.26M +$3.07M +34,128 +153%
TF
6
Trek Financial
Arizona
$2.13M -$4.03M -44,746 -46%
SAM
7
Simplify Asset Management
Nevada
$1.17M -$1.16M -12,905 -31%
CA
8
Cetera Advisors
Colorado
$1.17M -$813K -9,031 -24%
RG
9
Retirement Group
California
$1.08M +$2.44M +27,089 New
CF
10
Centaurus Financial
California
$846K +$1.24M +13,783 +187%
ZA
11
Zazove Associates
Nevada
$690K -$99K -1,100 -6%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$671K -$800K -8,886 -35%
LAS
13
Lloyd Advisory Services
Georgia
$619K +$1.39M +15,478 New
ASN
14
Advisory Services Network
Georgia
$526K +$1.18M +13,148 New
SWA
15
Stratos Wealth Advisors
Ohio
$512K -$304K -3,379 -21%
Truist Financial
16
Truist Financial
North Carolina
$475K +$1.07M +11,875 New
Goldman Sachs
17
Goldman Sachs
New York
$417K +$606K +6,727 +182%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$285K -$1.37M -15,164 -68%
PFA
19
Professional Financial Advisors
Nebraska
$265K +$56.7K +630 +11%
AIM
20
Anchor Investment Management
South Carolina
$205K +$47.3K +525 +11%
IA
21
IFP Advisors
Florida
$202K -$288K -3,199 -39%
UBS Group
22
UBS Group
Switzerland
$158K +$241K +2,682 +213%
JP Morgan Chase
23
JP Morgan Chase
New York
$141K -$7.29K -81 -2%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$140K +$315K +3,497 New
TC
25
Torno Capital
Massachusetts
$140K +$314K +3,492 New
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