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Simplify US Equity PLUS Downside Convexity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Sollinda Capital Management
Florida
$20M +$20.4M +599,044 New
HighTower Advisors
2
HighTower Advisors
Illinois
$17.6M +$1.68M +49,159 +10%
AWM
3
Axxcess Wealth Management
California
$9.5M +$9.71M +284,816 New
RCM
4
Ridgepath Capital Management
Tennessee
$9.5M +$9.71M +284,816 New
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$8.26M -$7.37K -216 -0.1%
EFG
6
Ethos Financial Group
Pennsylvania
$7.09M +$5.12M +150,079 +241%
AWM
7
AE Wealth Management
Kansas
$4.93M -$86.7K -2,541 -2%
AIP
8
Almanack Investment Partners
Pennsylvania
$4.76M +$223K +6,533 +5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$3.8M +$1.76M +51,515 +83%
AWM
10
Austin Wealth Management
Texas
$3.61M -$245K -7,186 -6%
IAA
11
Ironsides Asset Advisors
North Carolina
$2.64M +$616K +18,050 +30%
LAS
12
Lloyd Advisory Services
Georgia
$1.62M -$90.7K -2,660 -5%
AFG
13
Atomi Financial Group
New York
$1.51M +$1.55M +45,323 New
SPIA
14
Steward Partners Investment Advisory
New York
$1.38M
BOSSRA
15
B.O.S.S. Retirement Advisors
Utah
$857K +$876K +25,687 New
FA
16
Fiduciary Alliance
South Carolina
$751K +$768K +22,504 New
LPL Financial
17
LPL Financial
California
$609K +$190K +5,556 +44%
OMC
18
Old Mission Capital
Illinois
$607K +$41.5K +1,216 +7%
ECA
19
Elevated Capital Advisors
Utah
$591K +$127K +3,732 +27%
IAS
20
Insigneo Advisory Services
Florida
$543K +$217K +6,370 +64%
Citadel Advisors
21
Citadel Advisors
Florida
$491K -$12.1K -354 -2%
HBS
22
Howard Bailey Securities
Indiana
$418K -$56.1K -1,645 -12%
BW
23
Bison Wealth
Georgia
$349K -$889K -26,068 -71%
GLR
24
Great Lakes Retirement
Ohio
$336K -$21.1K -620 -6%
AWA
25
Authentikos Wealth Advisory
California
$256K -$4.13K -121 -2%