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Simplify US Equity PLUS Downside Convexity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$15.1M +$13.6M +344,548 +856%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$10M +$392K +9,923 +4%
AWA
3
Authentikos Wealth Advisory
California
$7.48M -$143K -3,616 -2%
AWM
4
AE Wealth Management
Kansas
$7.16M -$105K -2,660 -1%
IWA
5
Independent Wealth Advisors
North Carolina
$5.62M +$5.66M +143,271 New
EWM
6
Evolution Wealth Management
Florida
$4.51M +$583K +14,749 +15%
IAA
7
Ironsides Asset Advisors
North Carolina
$4.11M +$742K +18,772 +22%
AWM
8
Austin Wealth Management
Texas
$1.9M -$240K -6,072 -11%
LAS
9
Lloyd Advisory Services
Georgia
$1.87M +$117K +2,953 +7%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$1.71M +$518K +13,103 +43%
SPIA
11
Steward Partners Investment Advisory
New York
$1.63M
AFG
12
Atomi Financial Group
New York
$1.36M -$321K -8,132 -19%
PEA
13
Park Edge Advisors
Ohio
$1.14M -$27.3K -690 -2%
GS
14
GTS Securities
Florida
$981K +$988K +24,985 New
BOSSRA
15
B.O.S.S. Retirement Advisors
Utah
$956K -$579K -14,655 -38%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$868K -$256K -6,470 -23%
FA
17
Fiduciary Alliance
South Carolina
$756K +$10.4K +263 +1%
HBS
18
Howard Bailey Securities
Indiana
$704K -$95.5K -2,417 -12%
IAS
19
Insigneo Advisory Services
Florida
$637K
ECA
20
Elevated Capital Advisors
Utah
$601K -$26.4K -667 -4%
SCM
21
Sollinda Capital Management
Florida
$557K
MWM
22
McCartney Wealth Management
Missouri
$499K +$502K +12,708 New
LI
23
LifeWealth Investments
Florida
$431K -$33K -836 -7%
IWMO
24
Integrated Wealth Management (Ohio)
Ohio
$355K +$357K +9,040 New
CA
25
Centennial Advisors
Texas
$324K +$327K +8,263 New