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Simplify Hedged Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
1
Private Advisor Group
New Jersey
$23.4M +$5.3M +160,958 +30%
LPL Financial
2
LPL Financial
California
$15.2M -$3.58M -108,525 -19%
WIM
3
WealthPlan Investment Management
Nebraska
$10.1M -$2.36M -71,710 -19%
BCI
4
Brinker Capital Investments
Pennsylvania
$9.6M -$117K -3,546 -1%
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$8.4M +$889K +26,983 +12%
IWA
6
Independent Wealth Advisors
North Carolina
$6.87M +$627K +19,035 +10%
AWA
7
ARQ Wealth Advisors
Arizona
$6.58M -$3.54M -107,330 -35%
OIA
8
OneDigital Investment Advisors
Kansas
$6.47M +$2.63M +79,941 +71%
KA
9
Kovack Advisors
Florida
$6.36M -$1.38M -41,787 -18%
HighTower Advisors
10
HighTower Advisors
Illinois
$6.2M +$153K +4,639 +3%
MWM
11
Meridian Wealth Management
Kentucky
$5.19M +$5.9K +179 +0.1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$5.13M +$590K +17,893 +13%
WP
13
WealthPLAN Partners
Nebraska
$5.04M -$2.53M -76,842 -34%
FEG
14
Financial Enhancement Group
Indiana
$4.67M +$90K +2,731 +2%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$4.38M +$3.84M +116,395 +817%
MML Investors Services
16
MML Investors Services
Massachusetts
$4.27M +$575K +17,452 +16%
HAM
17
Harmony Asset Management
Arizona
$3.79M +$134K +4,055 +4%
PWA
18
Peterson Wealth Advisors
Utah
$3.77M -$154K -4,679 -4%
AAS
19
Ameritas Advisory Services
Nebraska
$3.75M +$704K +21,371 +24%
UBS Group
20
UBS Group
Switzerland
$3.6M +$223K +6,767 +7%
VFG
21
Victory Financial Group
Texas
$3.55M -$53.4K -1,619 -2%
SFSG
22
Sound Financial Strategies Group
Mississippi
$3.38M
SMC
23
Smith, Moore & Co
Missouri
$3.33M -$12.2K -371 -0.4%
SFS
24
Sowell Financial Services
Arkansas
$3.17M -$388K -11,773 -11%
DAS
25
Dynamic Advisor Solutions
Arizona
$3.14M +$35.3K +1,070 +1%