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Simplify Hedged Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
3AM
1
3EDGE Asset Management
Florida
$135M +$132M +5,096,110 New
TC
2
TownSquare Capital
Utah
$22.7M +$22.1M +855,181 New
WP
3
WealthPLAN Partners
Nebraska
$14.4M -$139K -5,365 -1%
BCI
4
Brinker Capital Investments
Pennsylvania
$14.3M +$9.49M +366,768 +210%
OPS
5
Orion Portfolio Solutions
Nebraska
$14.3M +$9.49M +366,768 +210%
KMWM
6
Keudell/Morrison Wealth Management
Oregon
$11.3M +$11.1M +427,636 New
AAS
7
Ameritas Advisory Services
Nebraska
$11M +$8.5M +328,616 +359%
WIM
8
WealthPlan Investment Management
Nebraska
$9.64M +$231K +8,914 +3%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$8.69M +$7.57M +292,363 +818%
HighTower Advisors
10
HighTower Advisors
Illinois
$6.51M +$645K +24,937 +11%
AWA
11
ARQ Wealth Advisors
Arizona
$6.13M +$923K +35,661 +18%
CAN
12
Cetera Advisor Networks
California
$5.68M -$882K -34,093 -14%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$5.68M +$5.55M +214,338 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$5.38M -$96.4K -3,724 -2%
SMC
15
Smith, Moore & Co
Missouri
$5.29M -$115K -4,438 -2%
PWG
16
Portside Wealth Group
Utah
$4.79M +$4.68M +180,787 New
Osaic Holdings
17
Osaic Holdings
Arizona
$3.89M +$3.38M +130,654 +808%
SWA
18
Stratos Wealth Advisors
Ohio
$3.81M +$187K +7,217 +5%
PCG
19
Prosperity Consulting Group
Maryland
$3.38M +$3.3M +127,712 New
SPIA
20
Steward Partners Investment Advisory
New York
$3.36M +$128K +4,935 +4%
AWAU
21
Alliance Wealth Advisors (Utah)
Utah
$3.23M +$3.16M +122,072 New
LPL Financial
22
LPL Financial
California
$3.07M +$2.27M +87,664 +312%
LWM
23
Lionsbridge Wealth Management
Florida
$2.47M -$2.48K -96 -0.1%
Mariner
24
Mariner
Kansas
$2.28M +$2.22M +85,924 New
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$2.21M +$2.16M +83,607 New