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Simplify US Equity PLUS Convexity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
Austin Wealth Management
Texas
$30.6M +$561K +12,720 +2%
IWC
2
Integrated Wealth Concepts
Massachusetts
$14.9M +$1.48M +33,578 +11%
E
3
EntreWealth
Texas
$11.9M +$650K +14,737 +6%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$11.8M +$8.4M +190,359 +278%
AWM
5
AE Wealth Management
Kansas
$6.2M -$2.06M -46,726 -26%
EWM
6
Evolution Wealth Management
Florida
$4.97M +$270K +6,124 +6%
LAS
7
Lloyd Advisory Services
Georgia
$1.57M +$1.44M +32,644 +2,003%
FEG
8
Financial Enhancement Group
Indiana
$1.5M -$43.9K -995 -3%
MWAM
9
Manhattan West Asset Management
California
$657K +$634K +14,371 New
NWMP
10
Noble Wealth Management PBC
Colorado
$607K -$54.7K -1,240 -9%
FA
11
Fiduciary Alliance
South Carolina
$581K +$838 +19 +0.1%
LPL Financial
12
LPL Financial
California
$570K +$50.8K +1,152 +10%
ECA
13
Elevated Capital Advisors
Utah
$549K -$38K -861 -7%
BOSSRA
14
B.O.S.S. Retirement Advisors
Utah
$504K -$10.1K -230 -2%
HBS
15
Howard Bailey Securities
Indiana
$478K -$7.72K -175 -2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$347K +$335K +7,600 New
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$334K -$143K -3,232 -31%
MWM
18
Modern Wealth Management
Kansas
$254K
Creative Planning
19
Creative Planning
Kansas
$252K +$244K +5,527 New
IWMO
20
Integrated Wealth Management (Ohio)
Ohio
$217K +$210K +4,759 New
ACA
21
Aptus Capital Advisors
Alabama
$191K +$71.4K +1,620 +63%
TAP
22
Tounjian Advisory Partners
Florida
$170K +$164K +3,726 New
BlackRock
23
BlackRock
New York
$143K
IA
24
IFG Advisory
Georgia
$105K +$102K +2,307 New
KFG
25
Kingdom Financial Group
Arizona
$68.8K -$5.47K -124 -8%