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XXV
Simplify Ancorato Target 25 Distribution ETF
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LWMI
1
Legacy Wealth Management (Idaho)
Boise,
Idaho
| $13.8M | -$7.37M | -311,273 | -35% |
|
2
BNP Paribas Financial Markets
Paris,
France
| $4.68M | – | – | – |
|
|
SAM
3
Simplify Asset Management
Las Vegas,
Nevada
| $2.76M | -$201K | -8,500 | -7% |
|
|
PS
4
Principal Securities
Des Moines,
Iowa
| $2.53M | +$1.28M | +54,179 | +102% |
|
5
Envestnet Asset Management
Chicago,
Illinois
| $2.48M | +$1.23M | +51,902 | +98% |
|
|
BIG
6
Brookwood Investment Group
Phoenix,
Arizona
| $2.05M | +$393K | +16,616 | +24% |
|
|
CP
7
Castleview Partners
Dallas,
Texas
| $1.41M | -$267K | -11,295 | -16% |
|
|
MFA
8
Millington Financial Advisors
Naperville,
Illinois
| $918K | +$367K | +15,527 | +64% |
|
|
CWA
9
Crusonia Wealth Advisors
Denver,
Colorado
| $662K | +$663K | +28,003 | New |
|
|
CW
10
CreativeOne Wealth
Overland Park,
Kansas
| $519K | +$519K | +21,955 | New |
|
|
NS
11
NBC Securities
Birmingham,
Alabama
| $149K | +$149K | +6,304 | New |
|