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Simplify Intermediate Term Treasury Futures Strategy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
26
FSR Wealth Management
Illinois
$171K +$163K +12,923 New
FA
27
FSA Advisors
Michigan
$169K +$162K +12,807 New
SPWM
28
Straight Path Wealth Management
Michigan
$156K +$12.2K +969 +9%
TAP
29
Tounjian Advisory Partners
Florida
$138K +$132K +10,452 New
Q1WB
30
Quest 10 Wealth Builders
Virginia
$83.1K +$70.2K +5,568 +780%
LRWM
31
Lord & Richards Wealth Management
Colorado
$62.7K +$59.8K +4,742 New
T
32
Transce3nd
Texas
$49.1K +$11.5K +910 +32%
PSFG
33
Park Square Financial Group
Georgia
$40K +$26.9K +2,131 +239%
PS
34
Principal Securities
Iowa
$17.5K
CAWM
35
Capital A Wealth Management
Pennsylvania
$16.8K -$19.8K -1,572 -55%
IA
36
IFP Advisors
Florida
$13.8K
OIA
37
Optimum Investment Advisors
Illinois
$13.2K
UBS Group
38
UBS Group
Switzerland
$11.4K +$10.9K +861 New
DRP
39
Decker Retirement Planning
Utah
$10.5K +$4.34K +344 +76%
PA
40
Pineridge Advisors
Missouri
$9.72K +$1.02K +81 +12%
RWPA
41
Richard W. Paul & Associates
Michigan
$1.62K +$13 +1 +0.8%
Morgan Stanley
42
Morgan Stanley
New York
$17 -$13 -1 -50%
XPN
43
XY Planning Network
Montana
-$256K -20,823 Closed
HCA
44
Harbour Capital Advisors
Virginia
-$147K -12,040 Closed
Osaic Holdings
45
Osaic Holdings
Arizona
-$13.8K -1,121 Closed
CAS
46
Coppell Advisory Solutions
Texas
-$7.85K -637 Closed
Fidelity Investments
47
Fidelity Investments
Massachusetts
-$12 -1 Closed