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Simplify Hedged Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
1
WealthPlan Investment Management
Nebraska
$20.4M -$141K -4,603 -0.7%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$18.3M +$308K +10,044 +2%
LPL Financial
3
LPL Financial
California
$12.7M -$6.82M -222,395 -35%
WP
4
WealthPLAN Partners
Nebraska
$10.1M +$184K +6,000 +2%
SI
5
Stephens Inc
Arkansas
$8.37M -$51K -1,665 -0.6%
AWA
6
ARQ Wealth Advisors
Arizona
$7.95M +$412K +13,443 +6%
AAS
7
Ameritas Advisory Services
Nebraska
$7.71M +$3.35M +109,291 +79%
UBS Group
8
UBS Group
Switzerland
$6.42M -$1.54M -50,116 -20%
PAG
9
Private Advisor Group
New Jersey
$6.18M -$1.86M -60,800 -24%
HighTower Advisors
10
HighTower Advisors
Illinois
$5.4M -$2.85K -93 -0.1%
SMC
11
Smith, Moore & Co
Missouri
$4.98M -$136K -4,452 -3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$4.65M -$6.31M -205,802 -58%
PWA
13
Peterson Wealth Advisors
Utah
$4.39M -$227K -7,401 -5%
HAM
14
Harmony Asset Management
Arizona
$4.24M +$46.6K +1,520 +1%
MML Investors Services
15
MML Investors Services
Massachusetts
$4.12M -$6.19M -201,928 -60%
SPIA
16
Steward Partners Investment Advisory
New York
$4.09M -$1.98M -64,608 -33%
FEG
17
Financial Enhancement Group
Indiana
$4.08M +$221K +7,216 +6%
MWM
18
Meridian Wealth Management
Kentucky
$3.97M +$246K +8,019 +7%
Osaic Holdings
19
Osaic Holdings
Arizona
$3.9M +$244K +7,946 +7%
VFG
20
Victory Financial Group
Texas
$3.65M +$52.2K +1,704 +1%
DAS
21
Dynamic Advisor Solutions
Arizona
$3.64M +$10.7K +350 +0.3%
SFS
22
Sowell Financial Services
Arkansas
$2.75M +$2.7M +88,131 New
SFSG
23
Sound Financial Strategies Group
Mississippi
$2.52M +$2.47M +80,535 New
EH
24
Equitable Holdings
New York
$2.49M +$321K +10,484 +15%
PA
25
Parallel Advisors
California
$2.34M +$2.3M +75,022 New