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THRO

iShares U.S. Thematic Rotation Active ETF
THRO

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
401
Concorde Asset Management
Michigan
$250K -$166K -4,016 -41%
RIS
402
Richmond Investment Services
Wisconsin
$248K -$1.34M -32,336 -85%
SWM
403
SeaCrest Wealth Management
New York
$237K -$10.3K -250 -4%
AA
404
Armis Advisers
Georgia
$235K -$7.32K -177 -3%
SWA
405
Sax Wealth Advisors
New Jersey
$228K -$5.67K -137 -2%
FWWM
406
Fiscal Wisdom Wealth Management
Connecticut
$227K -$48.2K -1,166 -18%
HIM
407
Hanlon Investment Management
New Jersey
$224K -$196K -4,744 -48%
E
408
EntreWealth
Texas
$224K +$211K +5,096 New
QP
409
Quartz Partners
New York
$224K -$118K -2,854 -35%
IAA
410
Independent Advisor Alliance
North Carolina
$221K -$748K -18,076 -78%
MC
411
Moors & Cabot
Massachusetts
$220K +$211K +5,093 New
BFP
412
Beacon Financial Planning
Massachusetts
$218K +$209K +5,062 New
LWM
413
LongView Wealth Management
Georgia
$216K -$103K -2,481 -33%
EWA
414
EverSource Wealth Advisors
Alabama
$216K -$207K -5,016 -50%
HG
415
Herbst Group
Connecticut
$216K +$207K +5,000 New
MFN
416
Midwest Financial Network
Illinois
$214K +$205K +4,957 New
AF
417
ASL Financial
California
$213K +$205K +4,950 New
MWA
418
Madson Wealth Advisors
California
$213K -$141K -3,418 -41%
SAM
419
Strategy Asset Managers
California
$213K -$82.1K -1,984 -29%
EWM
420
Elevation Wealth Management
Minnesota
$212K -$60.6K -1,466 -23%
PAS
421
PKS Advisory Services
New York
$211K +$203K +4,901 New
SI
422
Stirlingshire Investments
New York
$211K -$94K -2,272 -32%
AF
423
Apollon Financial
South Carolina
$211K +$203K +4,900 New
CA
424
Continuum Advisory
Idaho
$189K -$58.4K -1,412 -24%
ICM
425
Islay Capital Management
Texas
$185K +$178K +4,297 New
15 16
17
18 19