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THRO

iShares U.S. Thematic Rotation Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
XPN
251
XY Planning Network
Montana
$1.15M +$1.14M +29,812 New
CWMK
252
Caliber Wealth Management (Kansas)
Kansas
$1.1M +$143K +3,737 +15%
MWA
253
Merkkuri Wealth Advisors
New York
$1.1M -$63K -1,648 -5%
CWA
254
Clearview Wealth Advisors
Oregon
$1.06M +$23.6K +616 +2%
EWA
255
EP Wealth Advisors
California
$1.06M +$1.05M +27,518 New
FPAS
256
Focus Partners Advisor Solutions
Missouri
$1.04M +$816K +21,330 +374%
CFG
257
Cassilly Financial Group
Maryland
$1.03M +$1.02M +26,756 New
SPI
258
Sutton Place Investors
New York
$1.03M -$41.7K -1,090 -4%
CIM
259
Capital Investment Management
Missouri
$1.02M +$1.01M +26,444 New
EWA
260
Etesian Wealth Advisors
Oregon
$1.01M +$44.6K +1,166 +5%
RCM
261
Raleigh Capital Management
North Carolina
$995K +$45.3K +1,185 +5%
PAMG
262
Patton Albertson Miller Group
Tennessee
$987K +$980K +25,605 New
HAG
263
HighPoint Advisor Group
Illinois
$977K +$970K +25,346 New
SFG
264
Sovereign Financial Group
Connecticut
$975K -$23.3K -608 -2%
VW
265
Vantus Wealth
Pennsylvania
$945K +$937K +24,499 New
SPC
266
Sigma Planning Corp
Michigan
$934K +$27.9K +728 +3%
TWP
267
Tempus Wealth Planning
California
$923K +$50.1K +1,309 +6%
BIG
268
Brookwood Investment Group
Arizona
$900K -$112K -2,937 -11%
Susquehanna International Group
269
Susquehanna International Group
Pennsylvania
$898K -$680K -17,775 -43%
Wealth Enhancement Advisory Services
270
Wealth Enhancement Advisory Services
Minnesota
$888K +$552K +14,437 +176%
IAS
271
Integrity Advisory Solutions
Texas
$885K +$277K +7,228 +46%
O3W
272
Omni 360 Wealth
New Jersey
$883K +$605K +15,811 +229%
WWM
273
Western Wealth Management
Colorado
$881K +$456K +11,916 +109%
MHS
274
M Holdings Securities
Oregon
$879K +$872K +22,807 New
SAW
275
Signal Advisors Wealth
Michigan
$857K -$2.37K -62 -0.3%