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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
| $20.3M | +$5.73M | +233,190 | +35% |
|
2
BNP Paribas Financial Markets
Paris,
France
| $4.48M | +$4.86M | +197,917 | New |
|
|
SAM
3
Simplify Asset Management
Las Vegas,
Nevada
| $2.83M | – | – | – |
|
|
CP
4
Castleview Partners
Dallas,
Texas
| $1.61M | +$646K | +26,303 | +59% |
|
|
BIG
5
Brookwood Investment Group
Phoenix,
Arizona
| $1.58M | +$1.72M | +69,881 | New |
|
6
Envestnet Asset Management
Chicago,
Illinois
| $1.2M | +$1.3M | +52,876 | New |
|
|
PS
7
Principal Securities
Des Moines,
Iowa
| $1.2M | +$1.3M | +52,876 | New |
|
|
MFA
8
Millington Financial Advisors
Naperville,
Illinois
| $564K | +$386K | +15,715 | +185% |
|
|
VAG
9
VisionPoint Advisory Group
Dallas,
Texas
| – | -$227K | -8,907 | Closed |
|
10
Jane Street
New York
| – | -$221K | -8,705 | Closed |
|