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Simplify Health Care ETF
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Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$21.2K +$22.4K +628 +31,400%
GSWM
52
Golden State Wealth Management
California
$12K – – –
GWM
53
Geneos Wealth Management
Colorado
$10.1K – – –
ASN
54
Advisory Services Network
Georgia
$8.45K -$286K -8,000 -97%
UBS Group
55
UBS Group
Switzerland
$6.8K +$7.21K +202 New
FC
56
Financial Consulate
Maryland
$6.73K +$7.14K +200 New
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$6.73K +$7.14K +200 New
RIA
58
Realta Investment Advisors
Delaware
$5.39K +$5.71K +160 New
SC
59
Solstein Capital
California
$4.17K -$536 -15 -11%
AssetMark Inc
60
AssetMark Inc
California
$2.52K +$2.68K +75 New
TLFA
61
True Link Financial Advisors
California
$942 +$1K +28 New
FCM
62
Fourpath Capital Management
Oklahoma
– -$17.6M -480,216 Closed
PWA
63
Primoris Wealth Advisors
Florida
– -$3.15M -86,075 Closed
FIA
64
Foundations Investment Advisors
Arizona
– -$2.35M -64,313 Closed
BRWA
65
B. Riley Wealth Advisors
Florida
– -$1.52M -41,563 Closed
Two Sigma Investments
66
Two Sigma Investments
New York
– -$1.07M -29,100 Closed
WFA
67
WMG Financial Advisors
Tennessee
– -$1.01M -27,573 Closed
PAG
68
Private Advisor Group
New Jersey
– -$909K -24,830 Closed
MML Investors Services
69
MML Investors Services
Massachusetts
– -$704K -19,231 Closed
JSL
70
JT Stratford LLC
Georgia
– -$654K -17,877 Closed
EFS
71
Essex Financial Services
Connecticut
– -$496K -13,561 Closed
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
– -$440K -12,018 Closed
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
– -$389K -10,619 Closed
GAM
74
Griffin Asset Management
New York
– -$336K -9,171 Closed
MA
75
Mutual Advisors
Nebraska
– -$326K -8,913 Closed
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