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NEOS S&P 500 High Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
276
World Investment Advisors
California
$233K +$233K +4,429 New
NWA
277
Navis Wealth Advisors
New York
$231K +$1.16K +22 +0.5%
BFG
278
Berger Financial Group
Minnesota
$230K +$20.8K +396 +10%
WH
279
Willner & Heller
California
$230K +$22.7K +433 +11%
GWSA
280
Global Wealth Strategies & Associates
Colorado
$229K +$229K +4,364 New
KA
281
KLCM Advisors
Wisconsin
$228K +$228K +4,345 New
FMN
282
Financial Management Network
California
$227K +$226K +4,309 New
GRP
283
Global Retirement Partners
California
$227K -$68.8K -1,311 -23%
IP
284
Ignite Planners
California
$224K +$223K +4,254 New
APWA
285
Atlas Private Wealth Advisors
New Jersey
$220K – – –
HH
286
Hilltop Holdings
Texas
$215K +$215K +4,090 New
AWM
287
Aprio Wealth Management
Georgia
$214K +$214K +4,070 New
IWA
288
Integrity Wealth Advisors
California
$211K +$210K +3,996 New
RSWM
289
Robertson Stephens Wealth Management
California
$201K – – –
BlackRock
290
BlackRock
New York
$168K +$137K +2,604 +435%
MA
291
Montag & Associates
Georgia
$156K -$76K -1,448 -33%
GIA
292
GHP Investment Advisors
Colorado
$139K +$10.4K +198 +8%
US Bancorp
293
US Bancorp
Minnesota
$137K +$5.25K +100 +4%
SFS
294
Sunrise Financial Services
Washington
$132K +$132K +2,521 New
SPIA
295
Steward Partners Investment Advisory
New York
$124K +$119K +2,267 +2,361%
PNC Financial Services Group
296
PNC Financial Services Group
Pennsylvania
$116K – – –
MWA
297
Medallion Wealth Advisors
Connecticut
$112K +$1.89K +36 +2%
EWA
298
EverSource Wealth Advisors
Alabama
$110K +$15.8K +300 +17%
UB
299
UMB Bank
Missouri
$106K – – –
CSB
300
City State Bank
Iowa
$105K – – –