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THRO

iShares U.S. Thematic Rotation Active ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
351
Golden State Wealth Management
California
$333K +$90.8K +2,374 +38%
CCFM
352
Clear Creek Financial Management
Washington
$329K +$326K +8,521 New
CFG
353
Cooper Financial Group
California
$321K +$28.5K +744 +10%
FWM
354
FLP Wealth Management
Arkansas
$319K +$64.6K +1,688 +26%
PW
355
PUREfi Wealth
Massachusetts
$311K +$1.49K +39 +0.5%
EFG
356
Elevated Financial Group
Indiana
$304K +$302K +7,889 New
EWA
357
EverSource Wealth Advisors
Alabama
$304K -$11.6K -304 -4%
GS
358
GWN Securities
Florida
$298K +$9.22K +241 +3%
Focus Partners Wealth
359
Focus Partners Wealth
Massachusetts
$294K +$3.48K +91 +1%
BWM
360
BAM Wealth Management
Colorado
$292K -$4.29K -112 -1%
AQR Capital Management
361
AQR Capital Management
Connecticut
$287K +$285K +7,452 New
ECA
362
Elevated Capital Advisors
Utah
$287K -$11.6K -304 -4%
YWM
363
Yukon Wealth Management
Kansas
$285K +$285K +7,453 New
CIA
364
Cape Investment Advisory
Georgia
$279K +$31.2K +816 +13%
SI
365
Stirlingshire Investments
New York
$279K +$277K +7,231 New
OPWM
366
Oregon Pacific Wealth Management
Oregon
$275K +$273K +7,131 New
SAM
367
Strategy Asset Managers
California
$268K +$266K +6,959 New
FTUS
368
Flow Traders U.S.
New York
$260K +$258K +6,733 New
PFA
369
Pinnacle Family Advisors
Missouri
$255K +$10.3K +268 +4%
SWA
370
Sax Wealth Advisors
New Jersey
$248K -$2.26K -59 -0.9%
LEA
371
Legacy Edge Advisors
New York
$248K +$246K +6,430 New
FIM
372
Freedom Investment Management
Connecticut
$248K -$128K -3,356 -34%
KA
373
Kovack Advisors
Florida
$243K +$241K +6,308 New
EWM
374
Elevation Wealth Management
Minnesota
$236K +$235K +6,131 New
LWM
375
LongView Wealth Management
Georgia
$236K +$229K +5,989 New