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THRO

iShares U.S. Thematic Rotation Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
301
Freedom Investment Management
Connecticut
$370K -$246K -6,710 -41%
KWA
302
Kingswood Wealth Advisors
California
$360K +$72K +1,968 +26%
ATC
303
Argent Trust Co
Tennessee
$358K +$124K +3,374 +55%
SFS
304
Sowell Financial Services
Arkansas
$355K +$16.3K +446 +5%
GJWM
305
Gilliland Jeter Wealth Management
Arkansas
$353K +$90K +2,459 +36%
TFA
306
Transamerica Financial Advisors
Florida
$349K +$337K +9,208 New
LAS
307
Lloyd Advisory Services
Georgia
$331K -$659 -18 -0.2%
BCI
308
Blue Capital Inc
Nebraska
$320K +$309K +8,452 New
Wealth Enhancement Advisory Services
309
Wealth Enhancement Advisory Services
Minnesota
$310K +$301K +8,219 New
EWA
310
EverSource Wealth Advisors
Alabama
$310K +$4.83K +132 +2%
PW
311
PUREfi Wealth
Massachusetts
$304K -$9.48K -259 -3%
CPRC
312
Consolidated Portfolio Review Corp
New York
$295K +$43.5K +1,189 +18%
ECA
313
Elevated Capital Advisors
Utah
$293K +$283K +7,735 New
CAM
314
Concorde Asset Management
Michigan
$291K +$281K +7,683 New
BWM
315
BAM Wealth Management
Colorado
$291K +$281K +7,683 New
CFG
316
Cooper Financial Group
California
$287K +$39.2K +1,070 +16%
CSPIA
317
Cary Street Partners Investment Advisory
Virginia
$285K +$13.3K +362 +5%
Focus Partners Wealth
318
Focus Partners Wealth
Massachusetts
$285K
GS
319
GWN Securities
Florida
$284K +$29.9K +816 +12%
IW
320
Imprint Wealth
South Carolina
$281K +$272K +7,421 New
O3W
321
Omni 360 Wealth
New Jersey
$261K +$253K +6,903 New
FWM
322
FLP Wealth Management
Arkansas
$249K -$95.3K -2,602 -28%
SWA
323
Sax Wealth Advisors
New Jersey
$246K +$238K +6,491 New
CIA
324
Cape Investment Advisory
Georgia
$243K +$61.1K +1,668 +35%
PFA
325
Pinnacle Family Advisors
Missouri
$240K +$1.1K +30 +0.5%