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Simplify Short Term Treasury Futures Strategy ETF
TUA

Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$2.85M +$2.9M +139,754 New
BOSSRA
27
B.O.S.S. Retirement Advisors
Utah
$2.85M +$87.8K +4,229 +3%
PS
28
Principal Securities
Iowa
$2.77M -$345K -16,614 -11%
PCS
29
Private Client Services
Kentucky
$2.71M -$1.38M -66,654 -33%
GLR
30
Great Lakes Retirement
Ohio
$2.48M -$34.5K -1,661 -1%
GIA
31
Gladstone Institutional Advisory
Florida
$2.05M -$253K -12,194 -11%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$1.81M +$1.84M +88,568 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$1.62M – – –
AWMI
34
Aegis Wealth Management (Iowa)
Iowa
$1.53M +$95.8K +4,616 +7%
IWMO
35
Integrated Wealth Management (Ohio)
Ohio
$1.3M +$115K +5,558 +10%
GRR
36
Golden Reserve Retirement
Ohio
$1.2M +$587K +28,249 +93%
CA
37
Centennial Advisors
Texas
$1.17M +$102K +4,921 +9%
IWM
38
IHT Wealth Management
Illinois
$1.08M -$300K -14,451 -22%
TAP
39
Tounjian Advisory Partners
Florida
$1.01M +$1.02M +49,358 New
ECM
40
Evergreen Capital Management
Washington
$899K -$265K -12,744 -22%
Goldman Sachs
41
Goldman Sachs
New York
$837K – – –
HF
42
HRT Financial
New York
$796K +$133K +6,410 +20%
KFG
43
Kingdom Financial Group
Arizona
$782K +$727 +35 +0.1%
IA
44
IFG Advisory
Georgia
$704K +$716K +34,486 New
CAG
45
Csenge Advisory Group
Florida
$670K -$221K -10,659 -25%
SPWM
46
Straight Path Wealth Management
Michigan
$647K -$15.6K -750 -2%
FFA
47
Farther Finance Advisors
California
$470K +$43.7K +2,107 +10%
MPW
48
MGO Private Wealth
California
$447K – – –
4A
49
4Wealth Advisors
Illinois
$432K -$29.3K -1,410 -6%
CP
50
Cumberland Partners
Ontario, Canada
$393K +$1.33K +64 +0.3%
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