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Simplify Barrier Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
26
Authentikos Wealth Advisory
California
$1.62M +$102K +3,994 +7%
Altiora Financial Group
27
Altiora Financial Group
Ohio
$1.49M -$127K -4,998 -8%
3EDGE Asset Management
28
3EDGE Asset Management
Florida
$1.41M +$1.4M +55,155 New
WAM
29
WealthCare Asset Management
Missouri
$1.37M +$688K +27,071 +103%
BFAG
30
Blackston Financial Advisory Group
Florida
$1.3M +$87.4K +3,436 +7%
IWM
31
Iams Wealth Management
Nebraska
$1.29M +$146K +5,748 +13%
Beacon Capital Management LLC (Tennessee)
32
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.27M -$386K -15,168 -23%
Raymond James Financial
33
Raymond James Financial
Florida
$1.27M +$1.26M +49,540 New
SteelPeak Wealth
34
SteelPeak Wealth
California
$972K +$965K +37,971 New
Global Wealth Management Investment Advisory
35
Global Wealth Management Investment Advisory
Florida
$890K +$884K +34,779 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$844K +$838K +32,957 New
Mather Group
37
Mather Group
Illinois
$837K +$831K +32,698 New
Crusonia Wealth Advisors
38
Crusonia Wealth Advisors
Colorado
$792K +$530K +20,856 +207%
OL
39
Owen LaRue
Kentucky
$718K -$136K -5,364 -16%
NBC Securities
40
NBC Securities
Alabama
$669K +$439K +17,266 +194%
Lifeworks Advisors
41
Lifeworks Advisors
Michigan
$643K +$638K +25,110 New
Signal Advisors Wealth
42
Signal Advisors Wealth
Michigan
$528K +$524K +20,629 New
LAS
43
Lloyd Advisory Services
Georgia
$487K +$484K +19,037 New
APA
44
Astoria Portfolio Advisors
New York
$482K +$479K +18,828 New
Kingsview Wealth Management
45
Kingsview Wealth Management
Oregon
$481K +$46.1K +1,815 +11%
CPL
46
CAP Partners LLC
Tennessee
$444K +$145K +5,720 +49%
Triad Wealth Partners
47
Triad Wealth Partners
Kansas
$417K -$36.9K -1,453 -8%
MAWAG
48
Mid-American Wealth Advisory Group
Missouri
$372K -$9.6M -376,131 -96%
Encompass More Asset Management
49
Encompass More Asset Management
California
$366K +$363K +14,294 New
ICM
50
Islay Capital Management
Texas
$365K +$25.4K +1,000 +8%