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NEOS S&P 500 High Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LAM
176
Lifestyle Asset Management
Texas
$430K +$423K +8,227 New
Comerica Bank
177
Comerica Bank
Texas
$424K +$286K +5,562 +219%
FWM
178
Fortress Wealth Management
California
$410K -$958K -18,644 -70%
Focus Partners Wealth
179
Focus Partners Wealth
Massachusetts
$409K +$402K +7,826 New
BWM
180
BCS Wealth Management
Tennessee
$408K +$10.4K +203 +3%
HWM
181
HighMark Wealth Management
Minnesota
$407K +$189K +3,679 +90%
AI
182
Atria Investments
North Carolina
$404K -$49.6K -964 -11%
Belvedere Trading
183
Belvedere Trading
Illinois
$403K +$396K +7,701 New
PPW
184
Pasadena Private Wealth
California
$396K +$134K +2,600 +52%
AAS
185
Ameritas Advisory Services
Nebraska
$393K -$36.2K -705 -9%
TF
186
TME Financial
California
$387K +$11.3K +219 +3%
TFS
187
Thoroughbred Financial Services
Tennessee
$380K +$374K +7,267 New
SFC
188
Strategic Financial Concepts
Texas
$380K +$110K +2,140 +42%
Bank of Montreal
189
Bank of Montreal
Ontario, Canada
$374K +$367K +7,143 New
Lido Advisors
190
Lido Advisors
California
$365K +$127K +2,468 +55%
PWM
191
Partners Wealth Management
California
$364K +$358K +6,959 New
GWP
192
Gateway Wealth Partners
Wisconsin
$363K +$109K +2,117 +44%
EA
193
Ergawealth Advisors
Illinois
$361K +$355K +6,900 New
WCFA
194
Walkner Condon Financial Advisors
Wisconsin
$359K
AF
195
Allworth Financial
California
$356K -$209K -4,065 -37%
CP
196
Camelot Portfolios
Ohio
$356K +$350K +6,803 New
VA
197
VestGen Advisors
Illinois
$354K
SOS
198
Silver Oak Securities
Tennessee
$353K -$4.99K -97 -1%
Morgan Stanley
199
Morgan Stanley
New York
$352K +$55.5K +1,080 +19%
SA
200
Sonoma Allocations
California
$345K +$341K +6,641 New