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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
$18.9M +$10M +204,184 +111%
MS
2
Madden Securities
Texas
$12M +$3.26M +66,583 +37%
GI
3
Gradient Investments
Minnesota
$7.95M +$21.5K +439 +0.3%
CWA
4
Cascade Wealth Advisors
Washington
$5.89M -$1.06M -21,610 -16%
SI
5
Stephens Inc
Arkansas
$3.1M +$452K +9,236 +17%
MML Investors Services
6
MML Investors Services
Massachusetts
$2.83M +$2.85M +58,208 New
IWAO
7
Independence Wealth Advisors (Ohio)
Ohio
$2.15M +$2.16M +44,149 New
BIG
8
Brookwood Investment Group
Arizona
$1.7M +$979K +20,000 +134%
HNWAG
9
High Net Worth Advisory Group
Florida
$1.52M +$75.9K +1,551 +5%
MA
10
Mutual Advisors
Nebraska
$1.38M +$145K +2,969 +12%
GSIAS
11
Garden State Investment Advisory Services
New Jersey
$1.33M +$246K +5,018 +22%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.32M +$1.28M +26,214 +2,621%
CIAS
13
Capital Investment Advisory Services
North Carolina
$1.26M -$3.67K -75 -0.3%
SF
14
Summit Financial
New Jersey
$1.23M +$1.24M +25,336 New
Stifel Financial
15
Stifel Financial
Missouri
$1.18M +$131K +2,681 +12%
KAS
16
Kestra Advisory Services
Texas
$1.04M +$742K +15,160 +248%
CAM
17
Cresset Asset Management
Illinois
$796K -$32K -653 -4%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$748K -$2.66M -54,432 -78%
Jane Street
19
Jane Street
New York
$746K -$882K -18,008 -54%
NFSG
20
Newbridge Financial Services Group
Florida
$736K +$593K +12,111 +401%
FA
21
FSA Advisors
Michigan
$735K +$739K +15,102 New
IFG
22
Independent Financial Group
California
$698K +$701K +14,330 New
PWM
23
Palacios Wealth Management
Florida
$633K -$10.8K -220 -2%
KPWS
24
Kestra Private Wealth Services
Texas
$624K +$5.29K +108 +0.8%
SAI
25
Savvy Advisors Inc
New York
$614K +$617K +12,604 New