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Simplify Hedged Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HCA
51
Heck Capital Advisors
Wisconsin
$387K +$395K +12,300 New
FHC
52
First Heartland Consultants
Missouri
$375K +$383K +11,910 New
DWM
53
Diversify Wealth Management
Utah
$371K +$363K +11,301 New
TDB
54
Thompson David Blair
$360K
AI
55
Atria Investments
North Carolina
$355K +$362K +11,259 New
BIG
56
Brookwood Investment Group
Arizona
$348K +$1.67K +52 +0.5%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$342K +$87.6K +2,725 +34%
AFP
58
ATX Financial Planning
Texas
$337K -$1.1M -34,133 -76%
PCP
59
Proficio Capital Partners
Massachusetts
$330K
AIM
60
Advyzon Investment Management
Illinois
$320K +$18.5K +576 +6%
IP
61
Indivisible Partners
Florida
$306K +$313K +9,727 New
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$293K -$131K -4,085 -30%
IWAO
63
Independence Wealth Advisors (Ohio)
Ohio
$292K
Betterment LLC
64
Betterment LLC
New York
$290K -$3.5K -109 -1%
AWM
65
AE Wealth Management
Kansas
$259K +$73.9K +2,298 +39%
Morgan Stanley
66
Morgan Stanley
New York
$257K
PGF
67
Plan Group Financial
Oklahoma
$247K +$836 +26 +0.3%
CA
68
Chatterton & Associates
California
$221K
GSWM
69
Golden State Wealth Management
California
$134K -$88.2K -2,743 -39%
NS
70
NBC Securities
Alabama
$118K -$73.7K -2,293 -38%
CFS
71
CGC Financial Services
Oregon
$98.1K
RFA
72
Reyes Financial Architecture
California
$90.2K +$289 +9 +0.3%
LAMC
73
Longview Asset Management (California)
California
$76.3K
SFS
74
Sunrise Financial Services
Washington
$55K -$6.33K -197 -10%
US Bancorp
75
US Bancorp
Minnesota
$42.2K