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Simplify Hedged Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWC
26
TD Waterhouse Canada
Ontario, Canada
$518K +$520K +17,614 New
Jane Street
27
Jane Street
New York
$453K +$453K +15,354 New
HH
28
Hilltop Holdings
Texas
$444K +$3.42K +116 +0.8%
OIA
29
OneDigital Investment Advisors
Kansas
$399K +$400K +13,547 New
MC
30
Middleton & Co
Massachusetts
$384K -$87.1K -2,950 -18%
BRG
31
Bay Rivers Group
Virginia
$383K +$384K +13,000 New
VFG
32
Victory Financial Group
Texas
$382K +$383K +12,968 New
RFA
33
Reyes Financial Architecture
California
$349K +$350K +11,849 New
AWS
34
Atria Wealth Solutions
New York
$336K -$78.1K -2,645 -19%
PCP
35
Proficio Capital Partners
Massachusetts
$309K
AWM
36
AE Wealth Management
Kansas
$294K +$294K +9,969 New
Betterment LLC
37
Betterment LLC
New York
$230K +$230K +7,802 New
LAMC
38
Longview Asset Management (California)
California
$220K +$220K +7,462 New
NCM
39
Northwest Capital Management
Oregon
$162K +$827 +28 +0.5%
AWM
40
Avior Wealth Management
Nebraska
$108K
JP Morgan Chase
41
JP Morgan Chase
New York
$107K +$11.6K +392 +12%
AssetMark Inc
42
AssetMark Inc
California
$34.6K +$34.7K +1,175 New
PS
43
Principal Securities
Iowa
$29.5K +$29.5K +1,000 New
HI
44
Harbour Investments
Wisconsin
$11.2K +$11.2K +380 New
Morgan Stanley
45
Morgan Stanley
New York
$8.89K
DFA
46
DHJJ Financial Advisors
Illinois
$590
DAS
47
Dynamic Advisor Solutions
Arizona
-$2.33M -80,845 Closed
Mariner
48
Mariner
Kansas
-$812K -28,117 Closed
WAP
49
Wealthcare Advisory Partners
Pennsylvania
-$205K -7,103 Closed
FIA
50
Foundations Investment Advisors
Arizona
-$201K -6,944 Closed