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THRO

iShares U.S. Thematic Rotation Active ETF
THRO

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
301
Cary Street Partners Investment Advisory
Virginia
$614K +$321K +8,390 +111%
AFW
302
Avantra Family Wealth
Pennsylvania
$612K +$4.97K +130 +0.8%
GIA
303
Gladstone Institutional Advisory
Florida
$600K +$99.7K +2,607 +20%
SWP
304
Semus Wealth Partners
Florida
$599K +$36.7K +959 +7%
RFA
305
Resurgent Financial Advisors
Georgia
$579K +$612 +16 +0.1%
AWA
306
Arete Wealth Advisors
Illinois
$579K +$11.9K +310 +2%
FI
307
FWG Investments
Kentucky
$563K +$107K +2,794 +24%
SEIA
308
Signature Estate & Investment Advisors
California
$560K +$158K +4,136 +40%
MWA
309
MN Wealth Advisors
Kansas
$552K +$26.1K +683 +5%
HP
310
Holistic Planning
Texas
$545K +$541K +14,140 New
DC
311
Davenport & Co
Virginia
$542K +$57.3K +1,497 +12%
AAP
312
Arax Advisory Partners
Colorado
$540K +$536K +14,001 New
WEG
313
World Equity Group
Illinois
$539K -$205K -5,362 -28%
MCA
314
MSH Capital Advisors
Arizona
$531K +$10.8K +283 +2%
LA
315
Lifeworks Advisors
Michigan
$527K +$46.9K +1,225 +10%
GM
316
GeoWealth Management
Illinois
$527K -$1.2M -31,243 -70%
JSL
317
JT Stratford LLC
Georgia
$512K +$56.9K +1,488 +13%
NL
318
NWAM LLC
Washington
$510K -$825K -21,574 -62%
SIS
319
Sound Income Strategies
Florida
$496K -$96.9K -2,534 -17%
GFA
320
Gallagher Fiduciary Advisors
Illinois
$487K +$12.6K +329 +3%
MPW
321
Magnolia Private Wealth
Pennsylvania
$476K +$472K +12,335 New
GJWM
322
Gilliland Jeter Wealth Management
Arkansas
$471K +$110K +2,879 +31%
ATC
323
Argent Trust Co
Tennessee
$470K +$104K +2,717 +29%
BFG
324
Beto Financial Group
Idaho
$461K +$448K +11,718 New
MFG
325
Magnus Financial Group
New York
$447K +$28.9K +755 +7%
11 12
13
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