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Simplify US Equity PLUS Downside Convexity ETF
SPD

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1
Axxcess Wealth Management
California
$10M -$3.68M -135,616 -28%
AWM
2
AE Wealth Management
Kansas
$9.77M +$9.01M +331,871 New
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$7.8M -$259K -9,543 -3%
AWM
4
Austin Wealth Management
Texas
$3.48M -$201K -7,401 -6%
Wells Fargo
5
Wells Fargo
California
$2.36M +$2.08M +76,442 +1,335%
LPL Financial
6
LPL Financial
California
$1.52M -$2.04K -75 -0.1%
BW
7
Bison Wealth
Georgia
$1.41M -$233K -8,590 -15%
LAS
8
Lloyd Advisory Services
Georgia
$1.39M +$1.32M +48,540 New
SPIA
9
Steward Partners Investment Advisory
New York
$1.19M – – –
OMC
10
Old Mission Capital
Illinois
$1.03M +$471K +17,342 +95%
IAA
11
Ironsides Asset Advisors
North Carolina
$992K -$184K -6,782 -16%
DAS
12
Dynamic Advisor Solutions
Arizona
$768K +$280K +10,296 +61%
IAS
13
Insigneo Advisory Services
Florida
$682K – – –
HighTower Advisors
14
HighTower Advisors
Illinois
$674K -$119K -4,373 -16%
BOSSRA
15
B.O.S.S. Retirement Advisors
Utah
$671K +$634K +23,343 New
FEG
16
Financial Enhancement Group
Indiana
$542K +$21.2K +781 +4%
PEA
17
Park Edge Advisors
Ohio
$539K -$2.66K -98 -0.5%
GS
18
GTS Securities
Florida
$502K +$21.8K +804 +5%
GLR
19
Great Lakes Retirement
Ohio
$371K +$351K +12,910 New
Wolverine Trading
20
Wolverine Trading
Illinois
$261K -$641K -23,614 -72%
KCM
21
Kathmere Capital Management
Pennsylvania
$235K -$43.2K -1,589 -16%
CIAS
22
Capital Investment Advisory Services
North Carolina
$232K +$679 +25 +0.3%
PFA
23
Pathway Financial Advisors
Vermont
$204K +$193K +7,115 New
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$169K -$4.59K -169 -3%
IA
25
IFP Advisors
Florida
$68.7K -$95.4K -3,511 -59%
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