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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
$26.7M +$8.72M +175,978 +45%
MS
2
Madden Securities
Texas
$12.5M +$812K +16,395 +7%
GI
3
Gradient Investments
Minnesota
$7.78M +$42.3K +853 +0.5%
CWA
4
Cascade Wealth Advisors
Washington
$6.46M +$390K +7,877 +7%
Jane Street
5
Jane Street
New York
$5.07M +$4.54M +91,701 +599%
FFA
6
Farther Finance Advisors
California
$4.86M +$5.06M +102,039 New
PIWA
7
Prevail Innovative Wealth Advisors
Kansas
$4.41M +$4.61M +93,070 New
MML Investors Services
8
MML Investors Services
Massachusetts
$3.99M +$1.28M +25,884 +44%
Stifel Financial
9
Stifel Financial
Missouri
$3.01M +$1.95M +39,268 +162%
PWM
10
Palacios Wealth Management
Florida
$2.98M +$2.25M +45,476 +350%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$2.53M +$2.56M +51,687 +3,181%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.48M +$1.24M +25,029 +92%
MSWA
13
Marshall & Sterling Wealth Advisors
New York
$2.31M +$2.41M +48,665 New
IWAO
14
Independence Wealth Advisors (Ohio)
Ohio
$2.26M +$179K +3,604 +8%
SF
15
Summit Financial
New Jersey
$2.19M +$1.04M +20,898 +82%
GSIAS
16
Garden State Investment Advisory Services
New Jersey
$2.06M +$800K +16,155 +59%
MWM
17
Moran Wealth Management
Florida
$1.52M +$1.18M +23,745 +284%
HNWAG
18
High Net Worth Advisory Group
Florida
$1.48M -$2.97K -60 -0.2%
BIG
19
Brookwood Investment Group
Arizona
$1.43M -$240K -4,850 -14%
CIAS
20
Capital Investment Advisory Services
North Carolina
$1.4M +$181K +3,662 +14%
MA
21
Mutual Advisors
Nebraska
$1.37M +$27.4K +553 +2%
OL
22
Owen LaRue
Kentucky
$1.22M +$976K +19,695 +321%
SI
23
Stephens Inc
Arkansas
$1.13M -$1.97M -39,785 -62%
IFG
24
Independent Financial Group
California
$1.11M +$450K +9,092 +63%
KAS
25
Kestra Advisory Services
Texas
$978K -$31K -625 -3%