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Simplify Hedged Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$32M +$21.2M +719,048 +196%
PAG
2
Private Advisor Group
New Jersey
$20.5M -$5.54M -187,689 -21%
WIM
3
WealthPlan Investment Management
Nebraska
$17.7M +$6.98M +236,306 +65%
WP
4
WealthPLAN Partners
Nebraska
$15.8M -$883K -29,920 -5%
KMWM
5
Keudell/Morrison Wealth Management
Oregon
$15.2M -$80.8K -2,738 -0.5%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$15M +$1.07M +36,337 +8%
AAS
7
Ameritas Advisory Services
Nebraska
$12.3M +$2.67M +90,549 +28%
HighTower Advisors
8
HighTower Advisors
Illinois
$8.89M +$3.86M +130,611 +76%
AWA
9
ARQ Wealth Advisors
Arizona
$7.13M +$67.1K +2,272 +0.9%
UBS Group
10
UBS Group
Switzerland
$7.05M +$2.79M +94,644 +66%
SMC
11
Smith, Moore & Co
Missouri
$5.81M -$109K -3,700 -2%
SPIA
12
Steward Partners Investment Advisory
New York
$5.28M +$92.8K +3,142 +2%
LWM
13
Lionsbridge Wealth Management
Florida
$5.18M +$1.5M +50,881 +41%
SWA
14
Stratos Wealth Advisors
Ohio
$4.93M +$291K +9,849 +6%
HAM
15
Harmony Asset Management
Arizona
$3.74M +$1.47M +49,792 +65%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$3.56M +$2.63M +89,198 +282%
Osaic Holdings
17
Osaic Holdings
Arizona
$3.03M +$94K +3,185 +3%
MML Investors Services
18
MML Investors Services
Massachusetts
$2.26M +$2.26M +76,607 New
FEG
19
Financial Enhancement Group
Indiana
$1.76M -$11.1M -375,972 -86%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$1.63M +$4.16K +141 +0.3%
PWA
21
Peterson Wealth Advisors
Utah
$1.59M +$471K +15,956 +42%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.12M -$1.37M -46,524 -55%
SI
23
Stephens Inc
Arkansas
$996K +$998K +33,785 New
PA
24
PFG Advisors
Arizona
$706K -$23.9K -811 -3%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$678K -$242K -8,184 -26%