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THRO

iShares U.S. Thematic Rotation Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFP
301
Ausdal Financial Partners
Iowa
$381K +$153K +4,171 +71%
FIM
302
Freedom Investment Management
Connecticut
$370K -$246K -6,710 -41%
KWA
303
Kingswood Wealth Advisors
California
$360K +$72K +1,968 +26%
ATC
304
Argent Trust Co
Tennessee
$358K +$124K +3,374 +55%
SFS
305
Sowell Financial Services
Arkansas
$355K +$16.3K +446 +5%
GJWM
306
Gilliland Jeter Wealth Management
Arkansas
$353K +$90K +2,459 +36%
TFA
307
Transamerica Financial Advisors
Florida
$349K +$337K +9,208 New
LAS
308
Lloyd Advisory Services
Georgia
$331K -$659 -18 -0.2%
BCI
309
Blue Capital Inc
Nebraska
$320K +$309K +8,452 New
Wealth Enhancement Advisory Services
310
Wealth Enhancement Advisory Services
Minnesota
$310K +$301K +8,219 New
EWA
311
EverSource Wealth Advisors
Alabama
$310K +$4.83K +132 +2%
PW
312
PUREfi Wealth
Massachusetts
$304K -$9.48K -259 -3%
CPRC
313
Consolidated Portfolio Review Corp
New York
$295K +$43.5K +1,189 +18%
ECA
314
Elevated Capital Advisors
Utah
$293K +$283K +7,735 New
CAM
315
Concorde Asset Management
Michigan
$291K +$281K +7,683 New
BWM
316
BAM Wealth Management
Colorado
$291K +$281K +7,683 New
CFG
317
Cooper Financial Group
California
$287K +$39.2K +1,070 +16%
CSPIA
318
Cary Street Partners Investment Advisory
Virginia
$285K +$13.3K +362 +5%
Focus Partners Wealth
319
Focus Partners Wealth
Massachusetts
$285K – – –
GS
320
GWN Securities
Florida
$284K +$29.9K +816 +12%
IW
321
Imprint Wealth
South Carolina
$281K +$272K +7,421 New
O3W
322
Omni 360 Wealth
New Jersey
$261K +$253K +6,903 New
FWM
323
FLP Wealth Management
Arkansas
$249K -$95.3K -2,602 -28%
SWA
324
Sax Wealth Advisors
New Jersey
$246K +$238K +6,491 New
CIA
325
Cape Investment Advisory
Georgia
$243K +$61.1K +1,668 +35%