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Simplify US Equity PLUS Downside Convexity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$9.7M +$3.9M +101,573 +71%
Authentikos Wealth Advisory
2
Authentikos Wealth Advisory
California
$7.67M -$51.6K -1,346 -0.7%
AE Wealth Management
3
AE Wealth Management
Kansas
$7.31M -$13K -339 -0.2%
Evolution Wealth Management
4
Evolution Wealth Management
Florida
$3.95M +$204K +5,307 +6%
IAA
5
Ironsides Asset Advisors
North Carolina
$3.39M +$96.5K +2,517 +3%
Austin Wealth Management
6
Austin Wealth Management
Texas
$2.12M -$28.8K -750 -1%
Lloyd Advisory Services
7
Lloyd Advisory Services
Georgia
$1.77M -$41.9K -1,092 -2%
Atomi Financial Group
8
Atomi Financial Group
New York
$1.69M -$716K -18,666 -30%
Steward Partners Investment Advisory
9
Steward Partners Investment Advisory
New York
$1.64M – – –
LPL Financial
10
LPL Financial
California
$1.59M +$619K +16,136 +67%
B.O.S.S. Retirement Advisors
11
B.O.S.S. Retirement Advisors
Utah
$1.54M -$139K -3,624 -9%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$1.2M +$1.14M +29,643 +3,529%
Park Edge Advisors
13
Park Edge Advisors
Ohio
$1.17M -$69.1K -1,801 -6%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$1.11M -$100K -2,600 -8%
Howard Bailey Securities
15
Howard Bailey Securities
Indiana
$803K +$17.8K +463 +2%
Fiduciary Alliance
16
Fiduciary Alliance
South Carolina
$750K +$77 +2 +0%
Insigneo Advisory Services
17
Insigneo Advisory Services
Florida
$641K -$2.03K -53 -0.3%
Elevated Capital Advisors
18
Elevated Capital Advisors
Utah
$631K -$90.9K -2,370 -13%
Sollinda Capital Management
19
Sollinda Capital Management
Florida
$561K -$309K -8,066 -36%
LifeWealth Investments
20
LifeWealth Investments
Florida
$467K +$21.2K +554 +5%
Citadel Advisors
21
Citadel Advisors
Florida
$464K +$450K +11,740 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$456K +$442K +11,531 New
Dynamic Advisor Solutions
23
Dynamic Advisor Solutions
Arizona
$339K – – –
Kathmere Capital Management
24
Kathmere Capital Management
Pennsylvania
$303K – – –
Osaic Holdings
25
Osaic Holdings
Arizona
$283K +$5.18K +135 +2%