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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
$22.5M +$744K +21,492 +4%
Integrated Wealth Concepts
2
Integrated Wealth Concepts
Massachusetts
$10.1M +$1.72M +49,623 +22%
FEG
3
Financial Enhancement Group
Indiana
$9.61M -$157K -4,538 -2%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.09M +$1.94M +56,101 +34%
Old Mission Capital
5
Old Mission Capital
Illinois
$1.37M +$1.3M +37,697 New
Wolverine Trading
6
Wolverine Trading
Illinois
$866K +$436K +12,588 +111%
BW
7
Bison Wealth
Georgia
$677K – – –
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$308K +$294K +8,500 New
Avantax Advisory Services
9
Avantax Advisory Services
Texas
$243K +$415 +12 +0.2%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$136K -$20.9K -605 -14%
IFP Advisors
11
IFP Advisors
Florida
$71.4K – – –
Osaic Holdings
12
Osaic Holdings
Arizona
$63.7K -$44.2K -1,277 -42%
Aptus Capital Advisors
13
Aptus Capital Advisors
Alabama
$45.3K +$1.73K +50 +4%
Morgan Stanley
14
Morgan Stanley
New York
$8.6K – – –
Jane Street
15
Jane Street
New York
– -$439K -12,700 Closed
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
– -$399K -11,393 Closed
UBS Group
17
UBS Group
Switzerland
– -$202K -5,776 Closed
Fidelity Investments
18
Fidelity Investments
Massachusetts
– -$70 -2 Closed