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Simplify US Equity PLUS Downside Convexity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$11.9M -$42.8K -1,062 -0.4%
AWA
2
Authentikos Wealth Advisory
California
$7.51M -$693K -17,218 -9%
AWM
3
AE Wealth Management
Kansas
$7.44M -$85.2K -2,117 -1%
IWA
4
Independent Wealth Advisors
North Carolina
$6.21M +$29.4K +730 +0.5%
EWM
5
Evolution Wealth Management
Florida
$5.63M +$198K +4,909 +4%
IAA
6
Ironsides Asset Advisors
North Carolina
$4.8M +$805 +20 +0%
LPL Financial
7
LPL Financial
California
$3.08M -$6.6M -164,039 -69%
AWM
8
Austin Wealth Management
Texas
$2.17M +$182K +4,522 +9%
SPIA
9
Steward Partners Investment Advisory
New York
$1.72M
LAS
10
Lloyd Advisory Services
Georgia
$1.69M +$1.56M +38,847 +2,061%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.37M +$217K +5,385 +20%
PEA
12
Park Edge Advisors
Ohio
$1.28M +$38.7K +962 +3%
E
13
EntreWealth
Texas
$1.03M +$386K +9,582 +66%
ECA
14
Elevated Capital Advisors
Utah
$915K -$63.1K -1,567 -7%
BOSSRA
15
B.O.S.S. Retirement Advisors
Utah
$904K -$18.4K -457 -2%
AFG
16
Atomi Financial Group
New York
$828K -$588K -14,607 -42%
FA
17
Fiduciary Alliance
South Carolina
$798K +$81 +2 +0%
HBS
18
Howard Bailey Securities
Indiana
$708K -$21.9K -544 -3%
IAS
19
Insigneo Advisory Services
Florida
$673K
OMC
20
Old Mission Capital
Illinois
$555K -$1.4M -34,663 -72%
OSAM
21
O'Shaughnessy Asset Management
Connecticut
$515K +$500K +12,417 New
MWM
22
McCartney Wealth Management
Missouri
$450K
IWMO
23
Integrated Wealth Management (Ohio)
Ohio
$376K +$10.5K +260 +3%
DAS
24
Dynamic Advisor Solutions
Arizona
$339K
CA
25
Centennial Advisors
Texas
$329K +$1.77K +44 +0.6%