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Simplify US Equity PLUS Downside Convexity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$16M +$6.96M +213,705 +81%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$8.3M -$12K -367 -0.1%
AWM
3
AE Wealth Management
Kansas
$5.03M +$360K +11,054 +8%
AIP
4
Almanack Investment Partners
Pennsylvania
$4.56M +$508K +15,590 +13%
AWM
5
Austin Wealth Management
Texas
$3.74M -$92.8K -2,848 -2%
EFG
6
Ethos Financial Group
Pennsylvania
$2.08M +$2.03M +62,287 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.08M +$271K +8,327 +15%
IAA
8
Ironsides Asset Advisors
North Carolina
$2.04M +$580K +17,800 +41%
LAS
9
Lloyd Advisory Services
Georgia
$1.72M -$1.63K -50 -0.1%
SPIA
10
Steward Partners Investment Advisory
New York
$1.39M
BW
11
Bison Wealth
Georgia
$1.22M -$390K -11,980 -25%
FEG
12
Financial Enhancement Group
Indiana
$675K +$228K +7,002 +36%
OMC
13
Old Mission Capital
Illinois
$568K -$107K -3,277 -16%
Citadel Advisors
14
Citadel Advisors
Florida
$504K -$81.4K -2,499 -14%
HBS
15
Howard Bailey Securities
Indiana
$474K +$462K +14,175 New
ECA
16
Elevated Capital Advisors
Utah
$468K +$209K +6,414 +85%
LPL Financial
17
LPL Financial
California
$425K +$25.3K +777 +7%
GLR
18
Great Lakes Retirement
Ohio
$357K -$8.05K -247 -2%
IAS
19
Insigneo Advisory Services
Florida
$331K
DAS
20
Dynamic Advisor Solutions
Arizona
$294K -$10.4K -320 -4%
AWA
21
Authentikos Wealth Advisory
California
$261K +$254K +7,800 New
KCM
22
Kathmere Capital Management
Pennsylvania
$257K -$815 -25 -0.3%
PFA
23
Pathway Financial Advisors
Vermont
$238K
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$30K -$4.33K -133 -13%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$23K +$391 +12 +2%