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Simplify Volatility Premium ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$13.4M -$3.54M -200,836 -21%
ECA
2
Elevated Capital Advisors
Utah
$7.26M +$1.2M +67,939 +20%
OL
3
Owen LaRue
Kentucky
$5.85M +$2.85M +162,059 +95%
PIS
4
POM Investment Strategies
North Carolina
$3.6M -$1.93M -109,727 -35%
VWA
5
Visionary Wealth Advisors
Illinois
$3.3M -$243K -13,792 -7%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.79M +$31K +1,762 +1%
KCM
7
Key Capital Management
Tennessee
$2.59M +$2.6M +147,552 New
BCMLT
8
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.99M -$8.64M -490,736 -81%
OCM
9
One Capital Management
California
$1.9M -$21.3K -1,210 -1%
HBS
10
Howard Bailey Securities
Indiana
$1.9M -$474K -26,909 -20%
LWMI
11
Legacy Wealth Management (Idaho)
Idaho
$1.79M -$103K -5,836 -5%
PEA
12
Park Edge Advisors
Ohio
$1.67M +$94.4K +5,362 +6%
BOSSRA
13
B.O.S.S. Retirement Advisors
Utah
$1.65M +$713K +40,484 +75%
FA
14
FSA Advisors
Michigan
$1.52M +$1.53M +86,628 New
IC
15
IEQ Capital
California
$1.29M +$3.98K +226 +0.3%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$1.27M -$118K -6,677 -8%
AWA
17
Authentikos Wealth Advisory
California
$1.14M -$441K -25,024 -28%
TA
18
Tactive Advisors
Florida
$1.06M -$958K -54,412 -47%
GFG
19
Greenberg Financial Group
Arizona
$985K +$987K +56,080 New
LPL Financial
20
LPL Financial
California
$983K -$95.9K -5,446 -9%
DWS
21
Discipline Wealth Solutions
South Carolina
$961K +$163K +9,243 +20%
CF
22
Claris Financial
Virginia
$851K +$56.9K +3,232 +7%
CA
23
Cambridge Advisors
Nebraska
$840K +$6.34K +360 +0.8%
BFAG
24
Blackston Financial Advisory Group
Florida
$808K +$98K +5,564 +14%
ACM
25
Andina Capital Management
Utah
$802K -$154K -8,748 -16%