SIMPLIFY EXCHANGE TRADED FUN

Ticker: SPD CUSIP: 82889N202 Class: ETF

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
LPL Financial LLC384,800$15,107
COMMONWEALTH EQUITY SERVICES, LLC255,478$10,030
Authentikos Wealth Advisory, LLC190,625$7,484
AE Wealth Management LLC182,280$7,156
EVOLUTION WEALTH MANAGEMENT INC.114,806$4,507
Ironsides Asset Advisors, LLC104,611$4,107
Austin Wealth Management, LLC47,934$1,900
Lloyd Advisory Services, LLC.47,645$1,871
CWM, LLC43,586$2
Steward Partners Investment Advisory, LLC41,493$1,629
Compound Planning, Inc.34,559$1,357
Park Edge Advisors, LLC29,031$1,140
GTS SECURITIES LLC24,985$981
B.O.S.S. Retirement Advisors, LLC24,339$956
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC21,727$868
Fiduciary Alliance LLC19,252$756
HOWARD BAILEY SECURITIES, LLC17,919$704
INSIGNEO ADVISORY SERVICES, LLC16,220$637
Elevated Capital Advisors, LLC15,304$601
Sollinda Capital Management LLC14,197$557
McCartney Wealth Management LLC12,708$499
LifeWealth Investments, LLC10,977$431
Integrated Wealth Management9,040$355
Centennial Advisors, LLC8,263$324
Dynamic Advisor Solutions LLC8,166$321
Kathmere Capital Management, LLC7,676$301
Pathway Financial Advisors LLC7,090$283
OSAIC HOLDINGS, INC.5,868$230
HighTower Advisors, LLC5,119$201
Kingdom Financial Group LLC.2,120$83
MORGAN STANLEY847$33
ROYAL BANK OF CANADA700$27
Networth Advisors, LLC695$27
CIBC Private Wealth Group, LLC650$26
Quest 10 Wealth Builders, Inc.598$23
NBC SECURITIES, INC.380$15
ROTHSCHILD INVESTMENT LLC231$9
IFP Advisors, Inc148$6
Noble Wealth Management PBC55$2
Geneos Wealth Management Inc.44$2
ASSETMARK, INC9$0
Farther Finance Advisors, LLC3$0
Allworth Financial LP1$0
Total (43 institutions)1,712,179$65,548