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CORO

iShares International Country Rotation Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ICP
301
Interchange Capital Partners
Pennsylvania
$580K +$560K +15,852 New
CSPIA
302
Cary Street Partners Investment Advisory
Virginia
$559K +$540K +15,278 New
BWM
303
BAM Wealth Management
Colorado
$557K +$184K +5,217 +52%
DC
304
Davenport & Co
Virginia
$523K +$504K +14,276 New
GFA
305
Gallagher Fiduciary Advisors
Illinois
$520K +$236K +6,683 +89%
Fifth Third Bancorp
306
Fifth Third Bancorp
Ohio
$516K +$472K +13,360 +1,810%
SAM
307
Smartleaf Asset Management
Massachusetts
$513K
CCFM
308
Clear Creek Financial Management
Washington
$512K +$494K +13,990 New
WEG
309
World Equity Group
Illinois
$510K +$493K +13,942 New
FFA
310
Founders Financial Alliance
North Carolina
$485K +$468K +13,244 New
HKIMG
311
Hutchens & Kramer Investment Management Group
Indiana
$476K +$459K +12,999 New
SPWG
312
Syntegra Private Wealth Group
Missouri
$474K +$63.6K +1,799 +16%
E
313
EntreWealth
Texas
$471K +$457K +12,938 New
MFN
314
Midwest Financial Network
Illinois
$465K +$449K +12,704 New
APC
315
Aspire Private Capital
North Carolina
$460K +$445K +12,580 New
CA
316
Centennial Advisors
Texas
$449K +$185K +5,240 +75%
PFA
317
Pinnacle Family Advisors
Missouri
$448K +$1.91K +54 +0.4%
SW
318
SMART Wealth
Nebraska
$415K +$401K +11,345 New
LA
319
Latitude Advisors
Florida
$412K +$398K +11,257 New
CSP
320
Cary Street Partners
Virginia
$407K +$393K +11,117 New
JSL
321
JT Stratford LLC
Georgia
$396K +$382K +10,806 New
EAM
322
Empirical Asset Management
Massachusetts
$387K +$103K +2,910 +38%
EWA
323
EP Wealth Advisors
California
$385K -$805K -22,789 -68%
LWPC
324
Legacy Wealth Partners (Colorado)
Colorado
$369K +$357K +10,092 New
BPA
325
Beacon Pointe Advisors
California
$367K +$354K +10,032 New