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IWMI

NEOS Russell 2000 High Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$39.6M +$9.02M +175,595 +31%
MS
2
Madden Securities
Texas
$14.1M +$5.6K +109 +0%
PIWA
3
Prevail Innovative Wealth Advisors
Kansas
$9.38M +$4.23M +82,285 +88%
GI
4
Gradient Investments
Minnesota
$8.86M +$64.5K +1,255 +0.8%
CWA
5
Cascade Wealth Advisors
Washington
$6.61M -$1.18K -23 -0%
FFA
6
Farther Finance Advisors
California
$6.22M +$732K +14,244 +14%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.31M +$2.41M +46,995 +90%
PAG
8
Private Advisor Group
New Jersey
$5.06M +$4.61M +89,813 +1,930%
UBS Group
9
UBS Group
Switzerland
$4.94M +$4.74M +92,263 New
Stifel Financial
10
Stifel Financial
Missouri
$4.78M +$1.33M +25,944 +41%
OL
11
Owen LaRue
Kentucky
$4.34M +$2.84M +55,237 +214%
MML Investors Services
12
MML Investors Services
Massachusetts
$3.77M -$702K -13,672 -16%
PWM
13
Palacios Wealth Management
Florida
$3.32M +$186K +3,623 +6%
GSIAS
14
Garden State Investment Advisory Services
New Jersey
$3.23M +$861K +16,765 +38%
SF
15
Summit Financial
New Jersey
$3.21M +$707K +13,769 +30%
Rockefeller Capital Management
16
Rockefeller Capital Management
New York
$3.2M +$335K +6,516 +12%
MSWA
17
Marshall & Sterling Wealth Advisors
New York
$3.06M +$441K +8,593 +18%
IWAO
18
Independence Wealth Advisors (Ohio)
Ohio
$2.93M +$357K +6,957 +15%
MWM
19
Moran Wealth Management
Florida
$2.26M +$515K +10,036 +31%
OMC
20
Old Mission Capital
Illinois
$2.08M +$1.36M +26,481 +214%
MA
21
Mutual Advisors
Nebraska
$1.92M +$352K +6,853 +24%
CIAS
22
Capital Investment Advisory Services
North Carolina
$1.77M +$187K +3,650 +12%
HNWAG
23
High Net Worth Advisory Group
Florida
$1.67M +$5.65K +110 +0.4%
HG
24
Herbst Group
Connecticut
$1.67M +$1.6M +31,151 New
IAS
25
Insigneo Advisory Services
Florida
$1.59M +$1.53M +29,700 New