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THRO

iShares U.S. Thematic Rotation Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWP
226
Tempus Wealth Planning
California
$628K +$582K +17,660 New
WAL
227
W Advisors LLC
Tennessee
$619K +$573K +17,386 New
TWCA
228
Two West Capital Advisors
Kansas
$618K +$560K +16,997 New
RFN
229
RDA Financial Network
Iowa
$614K +$568K +17,246 New
SFA
230
Semmax Financial Advisors
North Carolina
$599K +$541K +16,419 New
APC
231
Aspire Private Capital
North Carolina
$598K +$553K +16,796 New
SWM
232
Spire Wealth Management
Virginia
$597K +$537K +16,310 +3,538%
ISFAN
233
Investor's Fiduciary Advisor Network
Washington
$588K +$545K +16,538 New
FIM
234
Freedom Investment Management
Connecticut
$587K +$543K +16,487 New
FA
235
Fedenia Advisers
Wisconsin
$581K +$538K +16,341 New
GM
236
GeoWealth Management
Illinois
$573K +$291K +8,836 +122%
CWMK
237
Caliber Wealth Management (Kansas)
Kansas
$569K +$527K +16,000 New
AFW
238
Avantra Family Wealth
Pennsylvania
$569K +$527K +15,993 New
AIA
239
Accelerate Investment Advisors
California
$568K +$525K +15,954 New
MA
240
MKT Advisors
California
$558K +$518K +15,743 New
LFA
241
LGT Financial Advisors
Texas
$552K +$149K +4,521 +41%
CFD
242
Creative Financial Designs
Indiana
$552K +$511K +15,518 New
AWA
243
Arkadios Wealth Advisors
Georgia
$533K +$493K +14,985 New
RFA
244
Resurgent Financial Advisors
Georgia
$531K +$491K +14,925 New
BFA
245
Beacon Financial Advisory
Ohio
$528K +$489K +14,838 New
RIS
246
Richmond Investment Services
Wisconsin
$519K +$480K +14,575 New
CCG
247
Catalina Capital Group
California
$511K +$473K +14,371 New
NCM
248
Northwest Capital Management
Oregon
$500K +$462K +14,043 New
AWA
249
Arete Wealth Advisors
Illinois
$494K +$457K +13,881 New
CCM
250
Coldstream Capital Management
Washington
$491K +$434K +13,181 +2,102%