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Simplify Hedged Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
1
Private Advisor Group
New Jersey
$35.9M +$29.2M +922,843 +467%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$19.4M +$604K +19,064 +3%
WIM
3
WealthPlan Investment Management
Nebraska
$17.9M -$3.03M -95,534 -15%
KMWM
4
Keudell/Morrison Wealth Management
Oregon
$16.6M +$16.4M +517,138 New
LPL Financial
5
LPL Financial
California
$14.7M +$1.69M +53,482 +13%
LWL
6
Leo Wealth LLC
Texas
$10.6M +$10.5M +331,506 New
WP
7
WealthPLAN Partners
Nebraska
$9.77M -$624K -19,704 -6%
AWA
8
ARQ Wealth Advisors
Arizona
$8.75M +$591K +18,658 +7%
SI
9
Stephens Inc
Arkansas
$6.67M -$1.9M -59,835 -22%
KA
10
Kovack Advisors
Florida
$6.3M +$6.23M +196,507 New
IWA
11
Independent Wealth Advisors
North Carolina
$5.63M +$5.57M +175,756 New
HighTower Advisors
12
HighTower Advisors
Illinois
$5.52M -$17.1K -539 -0.3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$4.72M -$43.7K -1,378 -0.9%
MWM
14
Meridian Wealth Management
Kentucky
$4.29M +$213K +6,719 +5%
FEG
15
Financial Enhancement Group
Indiana
$4.13M -$56.8K -1,792 -1%
PWA
16
Peterson Wealth Advisors
Utah
$4.11M -$379K -11,971 -9%
AAS
17
Ameritas Advisory Services
Nebraska
$4.07M -$3.8M -119,783 -49%
MML Investors Services
18
MML Investors Services
Massachusetts
$4.01M -$220K -6,951 -5%
Osaic Holdings
19
Osaic Holdings
Arizona
$3.89M -$168K -5,299 -4%
UBS Group
20
UBS Group
Switzerland
$3.61M -$2.94M -92,680 -45%
VFG
21
Victory Financial Group
Texas
$3.47M -$280K -8,831 -8%
SMC
22
Smith, Moore & Co
Missouri
$3.42M -$1.68M -52,870 -33%
HAM
23
Harmony Asset Management
Arizona
$3.41M -$926K -29,217 -22%
SFSG
24
Sound Financial Strategies Group
Mississippi
$3.23M +$640K +20,200 +25%
SPIA
25
Steward Partners Investment Advisory
New York
$3.16M -$1.03M -32,427 -25%