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THRO

iShares U.S. Thematic Rotation Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
326
Alterna Wealth Management
Texas
$579K +$173K +4,547 +40%
RFA
327
Resurgent Financial Advisors
Georgia
$578K +$36K +944 +6%
GJWM
328
Gilliland Jeter Wealth Management
Arkansas
$567K +$132K +3,458 +28%
CCM
329
Coldstream Capital Management
Washington
$558K -$79.3K -2,080 -12%
PEWA
330
Pacific Excel Wealth Advisors
California
$557K +$237K +6,228 +68%
GM
331
GeoWealth Management
Illinois
$550K +$57.4K +1,506 +11%
MWA
332
MN Wealth Advisors
Kansas
$538K +$20K +526 +4%
PWM
333
Parkway Wealth Management
Texas
$522K +$89.3K +2,343 +21%
AWMNH
334
Arcadia Wealth Management (New Hampshire)
New Hampshire
$519K +$109K +2,862 +25%
JSL
335
JT Stratford LLC
Georgia
$517K +$38.1K +1,000 +8%
NL
336
NWAM LLC
Washington
$512K +$41.7K +1,095 +8%
SW
337
SMART Wealth
Nebraska
$509K +$325K +8,526 +154%
IW
338
Imprint Wealth
South Carolina
$507K +$189K +4,946 +55%
MCA
339
MSH Capital Advisors
Arizona
$499K – – –
NS
340
Northland Securities
Minnesota
$489K +$84.4K +2,215 +20%
IA
341
Inspire Advisors
Idaho
$483K +$508K +13,335 New
LA
342
Lifeworks Advisors
Michigan
$482K -$13.6K -358 -3%
SIS
343
Sound Income Strategies
Florida
$478K +$13.8K +361 +3%
AAS
344
Ameritas Advisory Services
Nebraska
$475K -$172K -4,515 -26%
GFA
345
Gallagher Fiduciary Advisors
Illinois
$469K +$11.9K +313 +2%
Jane Street
346
Jane Street
New York
$454K +$478K +12,542 New
RFP
347
RCS Financial Planning
Maryland
$446K -$1.38M -36,219 -75%
LWPC
348
Legacy Wealth Partners (Colorado)
Colorado
$442K +$25.2K +661 +6%
PTC
349
Private Trust Company
Ohio
$440K +$27.4K +718 +6%
SFS
350
Sowell Financial Services
Arkansas
$434K +$90.3K +2,369 +25%