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Simplify Hedged Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
26
Arete Wealth Advisors
Illinois
$2.06M +$2.02M +77,894 New
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$1.95M -$12.2K -473 -0.6%
SB
28
Strategic Blueprint
Georgia
$1.73M +$1.69M +65,388 New
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.63M +$663K +25,610 +71%
BTWM
30
Baker Tilly Wealth Management
Wisconsin
$1.58M +$1.54M +59,619 New
MC
31
Middleton & Co
Massachusetts
$1.41M +$1.38M +53,285 New
HAM
32
Harmony Asset Management
Arizona
$1.34M +$1.05M +40,564 +405%
FNWA
33
Financial Network Wealth Advisors
Utah
$1.26M +$1.24M +47,732 New
PAG
34
Private Advisor Group
New Jersey
$1.05M +$115K +4,461 +13%
UBS Group
35
UBS Group
Switzerland
$890K +$869K +33,599 New
PWA
36
Peterson Wealth Advisors
Utah
$861K -$6.91K -267 -0.8%
DAS
37
Diversify Advisory Services
Utah
$769K +$753K +29,084 New
FEG
38
Financial Enhancement Group
Indiana
$752K -$227K -8,763 -23%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$673K +$658K +25,424 New
NG
40
Norden Group
Utah
$501K +$490K +18,928 New
FIA
41
Foundations Investment Advisors
Arizona
$427K +$417K +16,108 New
AWS
42
Atria Wealth Solutions
New York
$389K -$42.8K -1,654 -10%
Citadel Advisors
43
Citadel Advisors
Florida
$375K +$61.9K +2,394 +20%
MTC
44
Matrix Trust Company
Colorado
$304K +$297K +11,462 New
PCP
45
Proficio Capital Partners
Massachusetts
$277K +$271K +10,470 New
RW
46
Regimen Wealth
Georgia
$272K +$266K +10,266 New
EMAM
47
Encompass More Asset Management
California
$215K -$42.4K -1,637 -17%
PCIA
48
Prime Capital Investment Advisors
Kansas
$200K +$195K +7,551 New
FFO
49
Fortitude Family Office
Arizona
$141K +$137K +5,311 New
AWM
50
Avior Wealth Management
Nebraska
$130K +$127K +4,907 New