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Simplify US Equity PLUS Downside Convexity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OneDigital Investment Advisors
1
OneDigital Investment Advisors
Kansas
$15M +$4.77M +182,343 +50%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$7.9M +$1.08M +41,218 +17%
Axxcess Wealth Management
3
Axxcess Wealth Management
California
$5.55M +$5.31M +203,185 New
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.78M -$203K -7,775 -7%
Almanack Investment Partners
5
Almanack Investment Partners
Pennsylvania
$2.47M -$695K -26,599 -23%
Bison Wealth
6
Bison Wealth
Georgia
$1.64M -$22.4K -856 -1%
Ausdal Financial Partners
7
Ausdal Financial Partners
Iowa
$1.54M -$2.62K -100 -0.2%
CF
8
Clarity Financial
Texas
$1.31M +$1.25M +47,785 New
LPL Financial
9
LPL Financial
California
$1.26M -$83.5K -3,194 -6%
Steward Partners Investment Advisory
10
Steward Partners Investment Advisory
New York
$1.13M – – –
HighTower Advisors
11
HighTower Advisors
Illinois
$1.12M -$2M -76,597 -65%
IAA
12
Ironsides Asset Advisors
North Carolina
$1.08M +$588K +22,495 +134%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$825K +$104K +3,970 +15%
Kathmere Capital Management
14
Kathmere Capital Management
Pennsylvania
$723K -$25.8M -987,758 -97%
Old Mission Capital
15
Old Mission Capital
Illinois
$662K -$239K -9,141 -27%
Insigneo Advisory Services
16
Insigneo Advisory Services
Florida
$653K – – –
Park Edge Advisors
17
Park Edge Advisors
Ohio
$517K – – –
Financial Enhancement Group
18
Financial Enhancement Group
Indiana
$508K -$210K -8,040 -30%
Dynamic Advisor Solutions
19
Dynamic Advisor Solutions
Arizona
$417K +$119K +4,568 +43%
Smith Anglin Financial
20
Smith Anglin Financial
Texas
$384K -$160K -6,134 -30%
AFA
21
Atlas Financial Advisors
California
$376K -$145K -5,542 -29%
Prospera Financial Services
22
Prospera Financial Services
Texas
$360K -$105K -4,001 -23%
Wolverine Trading
23
Wolverine Trading
Illinois
$320K -$272K -10,405 -47%
Jane Street
24
Jane Street
New York
$279K -$216K -8,254 -45%
TownSquare Capital
25
TownSquare Capital
Utah
$240K +$230K +8,805 New