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Simplify Intermediate Term Treasury Futures Strategy ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1
Simplify Asset Management
Nevada
$52.2M +$1.32M +105,000 +3%
AWM
2
AE Wealth Management
Kansas
$21M +$7.2M +571,032 +56%
LAS
3
Lloyd Advisory Services
Georgia
$7.58M +$2.79M +221,436 +63%
HCA
4
Heck Capital Advisors
Wisconsin
$4.51M +$4.3M +341,039 New
SWM
5
Stapp Wealth Management
Washington
$3.72M +$234K +18,568 +7%
MAWAG
6
Mid-American Wealth Advisory Group
Missouri
$3.36M +$205K +16,288 +7%
BOSSRA
7
B.O.S.S. Retirement Advisors
Utah
$2.28M +$406K +32,180 +23%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.93M +$1.7M +134,801 +1,182%
AWA
9
Authentikos Wealth Advisory
California
$1.71M +$1.04M +82,729 +178%
HBS
10
Howard Bailey Securities
Indiana
$1.6M +$580K +45,943 +61%
GLR
11
Great Lakes Retirement
Ohio
$1.5M +$637K +50,496 +80%
HH
12
Hilltop Holdings
Texas
$1.4M +$1.33M +105,503 New
Citadel Advisors
13
Citadel Advisors
Florida
$966K +$921K +73,008 New
ECA
14
Elevated Capital Advisors
Utah
$883K +$2.51K +199 +0.3%
Jane Street
15
Jane Street
New York
$563K +$359K +28,471 +202%
LI
16
LifeWealth Investments
Florida
$527K +$283K +22,403 +129%
MPW
17
Magnolia Private Wealth
Pennsylvania
$370K +$1.23M +97,283 New
CAG
18
Csenge Advisory Group
Florida
$363K +$199K +15,737 +133%
SW
19
SMART Wealth
Nebraska
$284K +$84.9K +6,730 +46%
PFA
20
Professional Financial Advisors
Nebraska
$272K +$12.5K +988 +5%
GM
21
GeoWealth Management
Illinois
$269K +$257K +20,354 New
RI
22
Rinkey Investments
California
$238K
OMC
23
Old Mission Capital
Illinois
$217K +$207K +16,430 New
KFG
24
Kingdom Financial Group
Arizona
$217K +$207K +16,371 New
NI
25
NDVR Inc
Massachusetts
$214K +$204K +16,186 New