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IWMI

NEOS Russell 2000 High Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.48M +$835K +16,264 +142%
BIG
27
Brookwood Investment Group
Arizona
$1.41M -$197K -3,837 -13%
IFG
28
Independent Financial Group
California
$1.4M +$143K +2,793 +12%
WG
29
Wellington Group
Indiana
$1.38M +$1.19M +23,155 +883%
FA
30
FSA Advisors
Michigan
$1.33M +$223K +4,350 +21%
SIM
31
Seaview Investment Managers
Florida
$1.28M +$410K +7,977 +50%
SPIA
32
Steward Partners Investment Advisory
New York
$1.26M +$395K +7,691 +48%
KAS
33
Kestra Advisory Services
Texas
$1.24M +$125K +2,436 +12%
SI
34
Stephens Inc
Arkansas
$1.22M -$53.9K -1,050 -4%
KWA
35
Kingswood Wealth Advisors
California
$1.09M +$432K +8,418 +71%
NFSG
36
Newbridge Financial Services Group
Florida
$984K +$99.2K +1,931 +12%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$973K +$272K +5,299 +41%
VA
38
Valmark Advisers
Ohio
$829K
DAS
39
Diversify Advisory Services
Utah
$809K +$798K +15,541 New
DWM
40
Diversify Wealth Management
Utah
$809K +$798K +15,541 New
E
41
EntreWealth
Texas
$791K +$770K +15,000 New
KPWS
42
Kestra Private Wealth Services
Texas
$778K +$83K +1,616 +13%
SWM
43
SeaCrest Wealth Management
New York
$776K +$180K +3,500 +32%
GWP
44
Gateway Wealth Partners
Wisconsin
$773K -$192K -3,747 -21%
PI
45
PFG Investments
New York
$714K +$5.34K +104 +0.8%
HighTower Advisors
46
HighTower Advisors
Illinois
$675K +$647K +12,604 New
NWA
47
Navis Wealth Advisors
New York
$670K +$643K +12,512 New
PA
48
PSI Advisors
Florida
$669K +$381K +7,426 +146%
WCFA
49
Walkner Condon Financial Advisors
Wisconsin
$604K +$280K +5,445 +93%
Citadel Advisors
50
Citadel Advisors
Florida
$603K +$579K +11,275 New