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Simplify US Equity PLUS Downside Convexity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Authentikos Wealth Advisory
1
Authentikos Wealth Advisory
California
$7.44M -$1.1M -31,209 -14%
AE Wealth Management
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%
Evolution Wealth Management
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%
Atomi Financial Group
6
Atomi Financial Group
New York
$2.33M -$8.55K -242 -0.4%
Austin Wealth Management
7
Austin Wealth Management
Texas
$2.06M -$1.56M -44,146 -45%
Lloyd Advisory Services
8
Lloyd Advisory Services
Georgia
$1.74M +$1.62M +45,784 New
Old Mission Capital
9
Old Mission Capital
Illinois
$1.68M +$1.56M +44,281 New
B.O.S.S. Retirement Advisors
10
B.O.S.S. Retirement Advisors
Utah
$1.62M +$1.51M +42,618 New
Steward Partners Investment Advisory
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%
Park Edge Advisors
13
Park Edge Advisors
Ohio
$1.2M -$639K -18,096 -36%
LPL Financial
14
LPL Financial
California
$917K +$139K +3,941 +20%
Sollinda Capital Management
15
Sollinda Capital Management
Florida
$846K – – –
Howard Bailey Securities
16
Howard Bailey Securities
Indiana
$755K +$702K +19,873 New
Fiduciary Alliance
17
Fiduciary Alliance
South Carolina
$722K -$100K -2,842 -13%
Insigneo Advisory Services
18
Insigneo Advisory Services
Florida
$619K – – –
Elevated Capital Advisors
19
Elevated Capital Advisors
Utah
$567K – – –
LifeWealth Investments
20
LifeWealth Investments
Florida
$428K +$398K +11,259 New
Dynamic Advisor Solutions
21
Dynamic Advisor Solutions
Arizona
$326K -$7.52K -213 -2%
Armis Advisers
22
Armis Advisers
Georgia
$299K -$21.2K -599 -7%
Kathmere Capital Management
23
Kathmere Capital Management
Pennsylvania
$292K – – –
Pathway Financial Advisors
24
Pathway Financial Advisors
Vermont
$270K – – –
Osaic Holdings
25
Osaic Holdings
Arizona
$265K +$45.6K +1,291 +22%