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Simplify US Equity PLUS Convexity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FEG
1
Financial Enhancement Group
Indiana
$15.9M +$14.3M +550,134 +1,603%
IWC
2
Integrated Wealth Concepts
Massachusetts
$8.69M +$8.89M +342,638 New
TWM
3
Tradition Wealth Management
Minnesota
$5.49M -$1.42M -54,616 -19%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.5M -$391K -15,081 -20%
Truist Financial
5
Truist Financial
North Carolina
$1.5M -$391K -15,081 -20%
KCM
6
Kathmere Capital Management
Pennsylvania
$1.14M -$3.1M -119,639 -73%
OMC
7
Old Mission Capital
Illinois
$837K +$117K +4,504 +16%
PFS
8
Prospera Financial Services
Texas
$750K +$126K +4,873 +20%
IA
9
IFP Advisors
Florida
$731K -$529K -20,416 -41%
BW
10
Bison Wealth
Georgia
$356K +$348K +13,421 New
Betterment LLC
11
Betterment LLC
New York
$254K +$32.5K +1,254 +14%
Osaic Holdings
12
Osaic Holdings
Arizona
$104K -$21.9K -844 -17%
UBS Group
13
UBS Group
Switzerland
$50.7K -$6.02K -232 -10%
USCWA
14
U.S. Capital Wealth Advisors
Texas
$46.8K +$47.8K +1,843 New
PA
15
Parallel Advisors
California
$6.34K
Morgan Stanley
16
Morgan Stanley
New York
$3.81K
LS
17
Leelyn Smith
Illinois
$1.87K
JP Morgan Chase
18
JP Morgan Chase
New York
$1K +$1.17K +45 New
Jane Street
19
Jane Street
New York
-$2.2M -85,077 Closed
Wolverine Trading
20
Wolverine Trading
Illinois
-$412K -15,722 Closed