We are live on ! Find out more
SBAR icon

Simplify Barrier Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stratos Wealth Advisors
51
Stratos Wealth Advisors
Ohio
$319K +$317K +12,475 New
LWMI
52
Legacy Wealth Management (Idaho)
Idaho
$282K +$31.2K +1,227 +13%
DRP
53
Decker Retirement Planning
Utah
$267K -$915 -36 -0.3%
EAM
54
Everstar Asset Management
North Carolina
$263K +$261K +10,270 New
NWMP
55
Noble Wealth Management PBC
Colorado
$259K +$13.1K +515 +5%
Mariner
56
Mariner
Kansas
$226K +$225K +8,842 New
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$156K +$50.8K +2,000 +49%
Farther Finance Advisors
58
Farther Finance Advisors
California
$149K -$2.59M -101,721 -95%
TAP
59
Tounjian Advisory Partners
Florida
$142K +$141K +5,564 New
PIS
60
POM Investment Strategies
North Carolina
$79.5K -$100K -3,949 -56%
Wealth Enhancement Trust Services
61
Wealth Enhancement Trust Services
South Dakota
$41K +$40.8K +1,603 New
EWM
62
Evolution Wealth Management
Florida
$37.4K -$248K -9,747 -87%
Buck Wealth Strategies
63
Buck Wealth Strategies
Colorado
$28.2K +$28K +1,102 New
MFS
64
Montgomery Financial Services
Maryland
$27.7K +$27.5K +1,083 New
Osaic Holdings
65
Osaic Holdings
Arizona
$26.5K +$25.5K +1,004 +3,138%
Steward Partners Investment Advisory
66
Steward Partners Investment Advisory
New York
$12.8K -$1.27K -50 -9%
Harbour Investments
67
Harbour Investments
Wisconsin
$4.04K +$4.02K +158 New
SignatureFD
68
SignatureFD
Georgia
$1.1K +$25 +1 +2%
Morgan Stanley
69
Morgan Stanley
New York
$72 – – –
Wells Fargo
70
Wells Fargo
California
$19 -$25 -1 -50%
Prevail Innovative Wealth Advisors
71
Prevail Innovative Wealth Advisors
Kansas
– -$6.66M -271,391 Closed
Prime Capital Investment Advisors
72
Prime Capital Investment Advisors
Kansas
– -$6.07M -247,287 Closed
GVCM
73
Global View Capital Management
Wisconsin
– -$4.02M -163,714 Closed
Tradition Wealth Management
74
Tradition Wealth Management
Minnesota
– -$2.3M -93,884 Closed
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
– -$1.14M -46,650 Closed