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THRO

iShares U.S. Thematic Rotation Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
276
Resurgent Financial Advisors
Georgia
$568K +$2.86K +78 +0.5%
KV
277
Kickstand Ventures
New York
$559K +$37.4K +1,021 +7%
AWA
278
Arete Wealth Advisors
Illinois
$557K +$30.1K +823 +6%
SWP
279
Semus Wealth Partners
Florida
$551K +$72.9K +1,991 +16%
MWA
280
MN Wealth Advisors
Kansas
$517K +$14.8K +404 +3%
MCA
281
MSH Capital Advisors
Arizona
$511K +$215K +5,885 +77%
GIA
282
Gladstone Institutional Advisory
Florida
$490K +$7.43K +203 +2%
DC
283
Davenport & Co
Virginia
$475K +$19.1K +522 +4%
HKIMG
284
Hutchens & Kramer Investment Management Group
Indiana
$475K -$13.5K -368 -3%
LA
285
Lifeworks Advisors
Michigan
$471K +$44.9K +1,227 +11%
GFA
286
Gallagher Fiduciary Advisors
Illinois
$466K +$29.8K +815 +7%
AWMNH
287
Arcadia Wealth Management (New Hampshire)
New Hampshire
$460K +$105K +2,878 +31%
FI
288
FWG Investments
Kentucky
$447K +$78.7K +2,150 +22%
JSL
289
JT Stratford LLC
Georgia
$446K -$2.75K -75 -0.6%
PTC
290
Private Trust Company
Ohio
$443K +$56.3K +1,537 +15%
AIM
291
Advyzon Investment Management
Illinois
$438K +$218K +5,941 +106%
AWM
292
Alterna Wealth Management
Texas
$428K +$101K +2,760 +32%
WWM
293
Western Wealth Management
Colorado
$414K +$400K +10,925 New
HIM
294
Hanlon Investment Management
New Jersey
$410K +$29K +792 +8%
MFG
295
Magnus Financial Group
New York
$410K +$16.7K +455 +4%
FEM
296
Fulcrum Equity Management
Texas
$407K +$68.5K +1,871 +21%
BAM
297
Belpointe Asset Management
Nevada
$398K +$385K +10,517 New
FCA
298
Fortis Capital Advisors
Kansas
$398K +$385K +10,517 New
SEIA
299
Signature Estate & Investment Advisors
California
$394K +$101K +2,756 +36%
NCM
300
Northwest Capital Management
Oregon
$384K -$143K -3,900 -28%