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Simplify US Equity PLUS Downside Convexity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Authentikos Wealth Advisory
California
$7.44M -$1.1M -31,209 -14%
AWM
2
AE Wealth Management
Kansas
$7.04M +$6.45M +182,555 +6,702%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.47M +$872K +24,706 +21%
EWM
4
Evolution Wealth Management
Florida
$3.6M +$3.35M +94,750 New
IAA
5
Ironsides Asset Advisors
North Carolina
$3.17M +$20.8K +589 +0.7%
AFG
6
Atomi Financial Group
New York
$2.33M -$8.55K -242 -0.4%
AWM
7
Austin Wealth Management
Texas
$2.06M -$1.56M -44,146 -45%
LAS
8
Lloyd Advisory Services
Georgia
$1.74M +$1.62M +45,784 New
OMC
9
Old Mission Capital
Illinois
$1.68M +$1.56M +44,281 New
BOSSRA
10
B.O.S.S. Retirement Advisors
Utah
$1.62M +$1.51M +42,618 New
SPIA
11
Steward Partners Investment Advisory
New York
$1.58M
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$1.2M -$6.38M -180,623 -85%
PEA
13
Park Edge Advisors
Ohio
$1.2M -$639K -18,096 -36%
LPL Financial
14
LPL Financial
California
$917K +$139K +3,941 +20%
SCM
15
Sollinda Capital Management
Florida
$846K
HBS
16
Howard Bailey Securities
Indiana
$755K +$702K +19,873 New
FA
17
Fiduciary Alliance
South Carolina
$722K -$100K -2,842 -13%
IAS
18
Insigneo Advisory Services
Florida
$619K
ECA
19
Elevated Capital Advisors
Utah
$567K
LI
20
LifeWealth Investments
Florida
$428K +$398K +11,259 New
DAS
21
Dynamic Advisor Solutions
Arizona
$326K -$7.52K -213 -2%
AA
22
Armis Advisers
Georgia
$299K -$21.2K -599 -7%
KCM
23
Kathmere Capital Management
Pennsylvania
$292K
PFA
24
Pathway Financial Advisors
Vermont
$270K
Osaic Holdings
25
Osaic Holdings
Arizona
$265K +$45.6K +1,291 +22%